Customised Reporting

Whether you happen to be in Sales, Marketing, Finance, middle management or a director, you will need to access reports.

The trouble is each of these areas will require a different view of the data. Normally, the solution is to speak to your IT department to create a custom report for your specific role or function.

With a solution from CRM-UK, all users can create their own custom reports and save them as favourites to be used time and time again. All of this can be achieved on the fly, without any technical knowledge, and then viewed as charts.

If you need to push the data into Excel or another software application to further manipulate them, the ability to export the data is built in!