✔️ Create customised module-based reports
✔️ Utilise ready to-go sales performance reports
✔️ Filter reports by campaignsbook a demo and get a 30-day free trial
Create customised sales and marketing reports that update in real-time and can be accessed by your team, allowing you to easily and quickly stay on top of your activities.
Track how many opportunities you have at each stage of the pipeline, the health of your othe value of your sales pipeline, the health of your opportunities and the stage of each opportunity with automated sales reports to help you better forecast sales.
See what's been sent, what needs to be done and who needs to do it, with our powerful activity and follow-up reports.
You will be able to log calls and see emails that have taken place with your opportunities, allowing you to spot any gaps and close the deal.
You can quickly and easily filter reports by a specific campaign, a chosen date range, where your prospects are in the sales journey and much more.
Filter the entire report, or filter specific widgets in your report to create a dashboard that fits your specific requirements.
Create a report and save it so you can access it at anytime.
Or, create a report and schedule it to go to select people in your team so they get only the information they need.
Our leader in CRM and Marketing Automation, Neil is responsible for The Marketing Eye being recognised as one of the few Platinum Certified marketing automation agencies in the UK.
Neil supports both our B2B clients and B2C clients, helping them get the most out of marketing automation.
He has five years experience with CRM & marketing automation, having worked with our platform since its inception.