1 Click Report at any Sales Stage
1-Click Reports are available for any Stage -- powerful features for decision-making-- and a huge time saver!
Pipeliner CRM reporting features have been designed like the rest of Pipeliner's features—visual, fast, intuitive and empowering.
In any view within Pipeliner, you can simply click on “New Report” and generate an on-demand report. It can be saved and shared, and its parameters can be utilized to create a new report of that type at any time.
Anyone Can Do It
With some applications—including traditional, legacy CRM solutions—reporting can be complex and require special skills. But with Pipeliner's reports anyone can do it, from sales assistant clear on up to senior executive.
While these reports are simple to create, they yet provide the functionality needed for accurate and meaningful decision-making. Features include:
- Standard or Pivot Tables
- 24 Popular Preformatted Sales Reports
- Personalization features--look and feel, customize tabs
Get the Most Out of Pipeliner CRM
We believe in the power of CRM and we believe in the power of education. Make informed decisions and get the most out of CRM by educating yourself about the possibilities!