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CRM Reporting

Gain insight into your sales with graphical reports, metrics and tables.

Delve deeper into the reasons behind your sales success or failure. Check the results of the entire company or specific teams. Compare results between teams with your favourite key performance indicators (KPIs).

All the stats that matter

Monitor results regularly and have reports emailed to your automatically.

  • Sales reports
  • Contact reports
  • Lead reports
  • Sales and activity KPIs
  • Export easily to Excel in one click to analyse further

Buddy CRM is the online sales customer relationship software for sales teams of 5 or more. Cloud hosted, you can access your customer records and sales data wherever you are through a browser, tablet or phone. Lots of lovely charts, tables, pipelines and kpis for management. History, scheduling, and opportunities for the sales team. With a Buddy to help you with your selling, you'll never be alone on the road again.

Got any questions? Please give us a call - 0121 288 0808

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