Reports

Enjoy a maximum insight into your results with graphical metrics and powerful reporting!

The reporting tools of CRM Runner empowers business leaders and other decision-makers to swiftly and easily access the information they need, exactly when they need it. The reporting feature places a significant amount of information at your fingertips, and this information can be analyzed to produce valuable insights into not only customer interests, but also profitability, pipeline effectiveness, goal progression, sales-conversion rates, and more. CRM Runner’s reporting functionality is designed to automatically quantify valuable data as it is received.

How can CRM Runner help you manage the reporting system?
  • Schedule reports to run at a set time with results sent directly to your inbox
  • Create filters via dates and keywords specific to the report.
  • Activity reports allow managers to observe all movement within the database in real time.
  • Reports can be created based on different parameters like estimates, invoices, products, payments, tasks, documents, profit, loss and so on.
  • The dashboards are user-friendly and interactive that display a comprehensive overview of all the important information that a user might wish to review.