CRM Reporting

With CRM Reporting from ProspectSoft you are able to monitor the performance of every department within your business through detailed reports.

The software features ready-made reports which can be easily populated with information about your business as well as the ability to create your own reports for more in-depth analysis.

This reporting functionality can benefit many areas of your business, such as your sales team, who with the use of this software can report on customers and find out whether they have outstanding invoices before they visit, purchase history for cross-selling opportunities and more without having to access your accounting software.

Features & Benefits

ProspectSoft CRM's reporting features include

    • Create reports on the key areas of your business’s performance
    • Use one of the pre-built reports to get up and running straight away
    • Automated alerting which sends customisable real-time SMS or email messages
    • A dashboard within CRM for quick access to reports
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