Visualise and scrutinise your Salesmate CRM data with in-depth insights. Create insightful reports and dashboards to track your key sales performance indicators (KPIs). Download and share reports and collaborate with your colleagues, visualise reports with mindful charts.
- Your Salesmate CRM data gets synced automatically to Reports. Access a full fledged automation tool seamlessly from within your Salesmate CRM account.
- The Salesmate Reports add-on provides you with multiple hand-picked, ready made reports and dashboards that you'll love and find great value in instantly.
- Visually analyze and build insightful reports and dashboards with easy drag-and-drop interface. No IT help required!
Profile Permission Required: Users with the Manage Reports permissions can access this feature.
1. Default system generated reports are not available for downloads
2. Dynamic charts and complexity restricts reports to be downloaded
3. Custom reports is only available for download
4. You can print report after download / no print option is directly available within system