CampaignerCRM™ has powerful and easy-to-use reporting tools to give you accurate and clear visibility into your business.

Get timely and actionable automatic email reports to effectively manage your sales process, pipeline and marketing efforts.

Create robust reports

CampaignerCRM's easy-to-use interface lets you create powerful custom sales reports for sales and 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, and email campaigns. You'll not only see who's in the sales pipeline, you'll get valuable insight into what stage they are in the pipeline and what's needed to close the deal.

Easily see your active opportunities, identify the "hot" ones, and 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 you 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

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