Enjoy maximum insight into your results with graphical metrics and powerful reporting
Agile CRM’s reporting capabilities go well beyond traditional CRM reporting, providing drill down metrics with cohort analysis, conversion reports, advanced analytics and more.
Create your own custom reports using the criteria you want in order to slice, dice and view the data in exactly the way you need.
Schedule any report to automatically run at a set time and have the results delivered to your email inbox. Or schedule a recurring report to run at a set time and it will be delivered to you each time it is run.
See how you are moving the needle with visual reports that tell you how your lead pool and customer base is growing over time.
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View how many leads are in each stage of the sales funnel and how quickly they are moving through. Drill down to understand what is driving qualification and conversion for a specific cohort of leads.
We like Agile CRM because it's built for a combination of offline/online business, like a SaaS company that manages enterprise deals. It's full of features, but doesn't feel cluttered as they keep things clean and simple. And we love that they keep adding integrations.
Generate metrics around the results of marketing campaigns, such as emails opened, unique clicks, leads converted and more.
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Take advantage of visual charts and graphs that provide an at-a-glance view into big picture results such as how many deals are at which stage of your sales process.
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