Every business will need to track different things that are important to them this could be:
- Sales activity by products/sales person/timescale
- Staff activity - for instance tracking call activity in call centres
- Time sheet reporting - to track the time a job or project has taken
- Lead source reporting - track what marketing sources are bringing you in the most leads
We can work with you to produce many different reports as listed in the example above to enable you to track and measure activity.
Please click here to view a short video on the different types of custom reporting that can be added to your CRM account.
To find out more please contact our Support Helpdesk.