CRM Reports and Dashboards | Emails, Calls & Sales Reports
Analytics

Analytics

Accelerate business growth with accurate forecasting from CRM reports and dashboards

  • Understand your business performance at a glance
  • Create simple charts and graphs in seconds
  • Save time spent on large data spreadsheets
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Analytics

Achieve more

  • Understand how every part of your business is performing using live CRM software reports on key insights across the board
  • Optimiser’s CRM analyst reports showcase trends, cohorts and funnels, enabling a better understanding of how each customer contributes to the success of your business
  • Track the achievements of your teams and maximise their use of resources to build excellent performance, increased output, and mappable company growth in CRM sales reports
Analytics
Analytics

Consumer satisfaction

  • Use statistic-driven CRM custom reports on channels and demographics to better understand your consumers’ preferences, enhance the user experience, and see heightened conversions and retention
  • Create a tailored digital journey that loops users back to your business on high frequency drop-off points to capture more sales
  • Generate key dynamic CRM email reports on engagement with your campaigns by tracking conversion rates to ensure your communications are hitting the right mark

Future-proof decisions

  • Use AI predictions and CRM scheduled reports about your company’s performance for reassurance about the future of your business, and ensure you are maximising opportunities for success
  • Data-driven analytics and CRM call reports provide reliable forecasting on business growth and client satisfaction that you can be confident in
  • Accelerate your rate of progress into new fields by using dynamic CRM automated reports to predict the outcomes of new avenues within your company and the wider industry
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30 days free trial. No credit card required

iconOne powerful platform
iconSimple to use
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Further Resources

CRM software for sales team
Enhancing Digital Transformation: How Customer Experience Leads the Way
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Customer Lifetime Value: Understanding The True Worth Of Your Customers
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CRM for sales and marketing
Unveiling The Impact Of AI In Marketing: Key Concerns Revealed
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