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CRM Reports

CRM Reporting

Get valuable insight into your business

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CRM Reports

Get powerful and easy to use reporting tools for accurate and clear visibility into your business with CampaignerCRM™.

Get daily, weekly, or monthly reports emailed automatically to give you timely and actionable insight to effectively manage your sales process, pipeline and marketing efforts.

Easily create powerful and actionable reports

CampaignerCRM's easy-to-use interface lets you create insightful custom sales reports for your sales and your management teams in minutes. Now everyone can get visibility and insight into the sales pipeline and lead flow. Easily create fully customized reports using your accounts, contacts, opportunities, leads, email campaigns and more. You'll not only see who's in the sales pipeline, you'll get valuable insight into where they are in the pipeline and what's needed to close the deal.

crm reporting

Easily see your active opportunities, identify the "hot" ones or the ones that have been won, lost or are in jeopardy. CampaignerCRM's "MyLists" give you the power to easily total, sort and group your information on any report by sales rep, account, time, geography, product, service, or any of your custom fields – even aggregate them by deal size – for meaningful and insightful reports.

With our Scheduled Reports feature, CampaignerCRM automatically emails key reports on a daily, weekly or monthly basis using criteria that's important to you. Now you can easily stay on top of key opportunities and be alert to any developments before they become problems. Imagine, for example, getting a regular report that shows which of your active opportunities hasn’t been modified in the last 15 days. Now it's easy to effectively ensure that none of your opportunities are missed and stay on top of your business.

More than just data - it's actionable insight

CRM Reports

CampaignerCRM reporting takes you beyond just the data to give you actionable insight into what's really going on in your business. With CampaignerCRM's easy to run and scheduled reports, your managers and sales teams stay better informed about key trends and opportunities and they're ready with the appropriate action to advance the sales process.

  • Powerful logical operators
    Logical expressions such as (A OR B) AND C, NOT D let you create even more powerful and accurate reports.
  • Inline Editing and Bulk Editing
    From the convenience of your MyList reports, you can make field level changes inline, or create criteria and perform those all-important bulk updates right from your reports results page.
  • Scheduled Reports
    Get your most important reports delivered to your inbox right when you need them. Select the type of report and choose the frequency you need it run, and CampaignerCRM does the work. Choose .XLS, .CSV, and .PDFs formats to provide you, your team, and your executives the right information they need, right when they need it.
  • Flexible and powerful multi-sorting options
    Quickly organize and break down data across multiple criteria and run reports faster and easier. Save queries to run recurring reports faster.
  • Effectively understand your sales pipeline and your business
    Objectively evaluate your business, sales process effectiveness, and more
  • Easy custom reports for your entire team
    Create and share reports that can be easily shared with all levels of your organization. Easily one click export to Excel or .csv files or present them in a professional PDF report.
Powerful Query Capability Use logical SQL-like expressions to easily create reports that deliver the information you need
Inline Editing and Bulk Editing Update your information inline or with a bulk edit and update
Scheduled Reports Have .XLS, .CSV, .PDF reports emailed to you as you need them
Flexible mult-sort Options Organize your information easily across multiple layers of data. Save queries to easily run recurring reports
Powerful Sales Analysis Objectively evaluate all aspects of your sales process and your business to identify key trends and opportunities
Customized Reporting and Report Exporting Create and share reports that are relevant to different levels of users. Easy export to Excel or .csv files

Learn More about CampaignerCRM