Reports
Get a quick business overview of your sales, marketing and support efforts
Deskera CRM Reports helps you to gain insights into customer preferences and demand patterns based on historical sales reports, determine lead conversion ratio and up to date business statistics through intuitive graphs and tables, and get a snapshot of key accounts, lead status, leads by source and more.
Our advanced business intelligence capabilities empower managers at every level of the organization to gather and analyze information regarding customers, their details, and their activities, which helps to build deep and effective customer relationships, and improve strategic decision making.
Key Features in Reports
Standard Reports:
Choose from a standard list of reports, which include reports on key accounts, leads by status, leads by source and more.
Intuitive Graphs:
Determine lead conversion ratio and up to date business statistics through intuitive graphs and tables.
Export Reports:
Export CRM reports in multiple file formats like .pdf, .csv and more. You can even customize the format of the files by defining templates before exporting them.
Key Benefits of Reports
- Get a single integrated view of your global sales, marketing and service processes.
- Gain insights into customer preferences and demand patterns based on historical sales reports.
Additional Features in Reports
- Quick Search allows you to get results as soon as you type the keyword.
- Monitor reports of all CRM Modules on your dashboard.