CRM Reporting

Enjoy maximum insight into your results with graphical metrics and powerful reporting
crm software

Agile CRM’s reporting capabilities go well beyond traditional CRM reporting, providing drill down metrics with cohort analysis, conversion reports, advanced analytics and more.

Custom Reports

Create your own custom reports using the criteria you want in order to slice, dice and view the data in exactly the way you need.

email reports crm



reporting crm

Scheduled Report Delivery

Schedule any report to automatically run at a set time and have the results delivered to your email inbox. Or schedule a recurring report to run at a set time and it will be delivered to you each time it is run.




Growth Reports

See how you are moving the needle with visual reports that tell you how your lead pool and customer base is growing over time.

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crm reporting



CRM with marketing automation

Funnel and Cohort Analysis

View how many leads are in each stage of the sales funnel and how quickly they are moving through. Drill down to understand what is driving qualification and conversion for a specific cohort of leads.




testimonial-megan

We like Agile CRM because it's built for a combination of offline/online business, like a SaaS company that manages enterprise deals. It's full of features, but doesn't feel cluttered as they keep things clean and simple. And we love that they keep adding integrations.

Megan Pillsbury

Operations Director, Applied Wine

Campaign Reports

Generate metrics around the results of marketing campaigns, such as emails opened, unique clicks, leads converted and more.

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email tracking crm



sales CRM

Charts and Graphs

Take advantage of visual charts and graphs that provide an at-a-glance view into big picture results such as how many deals are at which stage of your sales process.




Trusted by Over 9,182+ Growing Businesses Around the World

crm-testimonial-nicolas

Nicolas

Co-founder - IKO System

I've seen and used dozens of CRMs. This one may change the market upside down. Absolutely great, easy-to-use and powerful.

crm-testimonial-gary-tramer

Gary Tramer

Head of Strategy - WebReception

Agile CRM is the coolest, easiest and by far the most productive CRM I've ever used. Within 20 minutes we had customized the CRM, sent out a complex outbound email campaign and are already converting our leads. Insane!

crm-testimonial-ron-kaplan

Ron Kaplan

Sales and Business Development - Espresso Logic

Agile CRM is an exciting and powerful system. The capability to create complex workflows to customize our interaction with prospects is immensely useful and easy - simply a matter of drag and drop.

crm-testimonial-megan-pillsbury

Megan Pillsbury

Operations Director - Applied Wine

We like Agile CRM because it's built for a combination of offline/online business, like a SaaS company that manages enterprise deals. It's full of features, but doesn't feel cluttered as they keep things clean and simple. And we love that they keep adding integrations.

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