BIGContacts is the #1 rated CRM & Email Marketing Solution for Small Business

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What is CRM Reporting?
What is CRM Reporting?

CRM reporting unlocks the power of your CRM system. It transforms raw data on customer interactions, sales performance, and overall business health into actionable insights. Imagine uncovering hidden trends, such as which products or salespeople bring in the most revenue, pinpointing strengths and weaknesses easily, and making data-driven decisions that propel your business forward. CRM reporting isn't just about numbers; it's about gaining clarity to thrive in today's competitive landscape.

5 Essential CRM Reports Types

Make informed decisions with a variety of CRM reports
  • Activity Reports

    Get a 360° view of all your tasks and to-dos. Track outstanding and completed tasks, manage assignments, and monitor activities by type. With insights into tasks assigned to you and others, you can stay organized and ensure nothing falls through the cracks.

  • Contact Reports

    Access valuable insights into your customer data. With Contact Cloud, you can visualize connections, while Tag Cloud helps you categorize contacts efficiently. The Birthday Report ensures you never miss an important date, allowing for personalized greetings and stronger customer relationships.

  • Marketing Reports

    Make data-driven decisions with detailed insights into your campaigns' performance. Track open rates, click-throughs, and conversions. These reports help understand what's working and what's not, enabling you to fine-tune your strategies and boost your marketing effectiveness.

  • Sales Reports

    Track key metrics such as opportunities created, closed won, closed lost, open opportunities, and expected versus actual opportunities. Evaluate performance, identify trends, and make data-driven decisions to enhance sales strategies and achieve business goals.

  • Pipeline Reports

    Sales Pipeline Reports provide a clear view of your sales process, helping track prospects from initial contact to final deal closure. Get insights into sales stages, forecast revenue, and identify bottlenecks. Manage your sales pipeline effectively and boost your conversion rates.

Activity Reports arrow

Get a 360° view of all your tasks and to-dos. Track outstanding and completed tasks, manage assignments, and monitor activities by type. With insights into tasks assigned to you and others, you can stay organized and ensure nothing falls through the cracks.

Contact Reports arrow

Access valuable insights into your customer data. With Contact Cloud, you can visualize connections, while Tag Cloud helps you categorize contacts efficiently. The Birthday Report ensures you never miss an important date, allowing for personalized greetings and stronger customer relationships.

Marketing Reports arrow

Make data-driven decisions with detailed insights into your campaigns' performance. Track open rates, click-throughs, and conversions. These reports help understand what's working and what's not, enabling you to fine-tune your strategies and boost your marketing effectiveness.

Sales Reports arrow

Track key metrics such as opportunities created, closed won, closed lost, open opportunities, and expected versus actual opportunities. Evaluate performance, identify trends, and make data-driven decisions to enhance sales strategies and achieve business goals.

Pipeline Reports arrow

Sales Pipeline Reports provide a clear view of your sales process, helping track prospects from initial contact to final deal closure. Get insights into sales stages, forecast revenue, and identify bottlenecks. Manage your sales pipeline effectively and boost your conversion rates.

Link Nudge™
How to Generate CRM Reports

Leverage pre-built templates to get started quickly, or customize them for a 360° view of your business. Advanced filters let you focus on what matters most. Generate reports on-demand or schedule automatic delivery to keep your team in the loop. These actionable insights empower you to make data-driven decisions and propel your business forward.

  • tick BigContact Leverage pre-built reports
  • tick BigContact Customize reports for your needs
  • tick BigContact Export reports for a detailed analysis
  • tick BigContact Automate reports for efficiency

Boost your performance tracking!

Explore BIGContacts' powerful reporting today.
Why Is CRM Reporting Important?
Why Is CRM Reporting Important?

Boost your business intelligence with effective CRM reporting. Streamline contact management and improve customer insights by utilizing advanced search capabilities. Efficiently segment your contacts, enhance targeting strategies, and optimize data management to make well-informed decisions.

Monitor & Optimize Your Performance
Monitor & Optimize Your Performance
Enhance decision-making with real-time data
  • tick BigContact Visualize data with intuitive dashboards
  • tick BigContact Monitor team performance with detailed reports
  • tick BigContact Gain real-time insights into your sales pipeline
  • tick BigContact Track customer interactions & engagement
How to Save & Export CRM Reports
Simplify report management & sharing

Customize and save reports with just a few clicks, ensuring you always have the data you need. Export these reports in various formats to match your requirements. Schedule automatic report exports to stay updated at regular intervals. Keep your data secure with export controls.

  • tick BigContact Create a custom report using advanced filters
  • tick BigContact Save the report for future access
  • tick BigContact Export the report as PDF, Excel, or CSV files
  • tick BigContact Use export controls for secure access

We Believe Software Should Make You Happy

We are building a 100-year company with awesome human support

We are building a 100-year company with a mission to DELIGHT customers. People think we’re crazy to offer phone, chat, and email support. We still do it. When it comes to awesome support & building delightful software, we go the distance - try it, and you will love it.

Everything You Need to Create CRM Reports

Advanced Integration

Easily integrate with other tools and platforms to consolidate your data.

Visual Dashboards

Create intuitive dashboards for quick data visualization and insights.

Data Security

Ensure your reports are secure with robust data protection measures.

Pipeline Analysis

Visualize and analyze your sales pipeline to identify trends and opportunities.

Free Templates

Utilize customizable templates for efficient report creation.

Drag & Drop UI

Enjoy a user-friendly interface for easy report customization.

Automation

Set up triggers to automate tasks, workflows, reminders, and more.

Scheduled Reports

Automate report generation and delivery to stay on top of your data.

Performance Tracking

Monitor individual or team performance with detailed analytics.

Join Our Thriving Community

  • Transformed management of 136+ condominiums
    Implementing BIGContacts significantly improved our property management processes. It provided a centralized location for all property-related data. We can quickly access historical information of any condo unit, no matter how many times the owner has changed.
    Lynn Kramar
    Lynn Kramar,

    General Manager

  • Seamless data entry that turns chaos into clarity
    We chose to use ProProfs BIGContacts as our CRM because it allows us to import contacts on our own, eliminating the need to rely on a third party for this task. This has dramatically reduced the delay in contacting individuals who attended our presentations.
    Sennan Quigley
    Sennan Quigley,

    Manager

  • Less cluttered and complicated than Salesforce.com
    BIGContacts' impact has been transformative. My work is now efficient, organized, and collaborative. Information is readily accessible, collaboration is seamless, and remote work feels empowered. We're even better equipped to support our growth plans thanks to the platform's scalability.
    Liz Randall
    Liz Randall,

    Strategic Accounts

Enhance Your Data Analysis & Unlock Powerful Insights!

Discover BIGContacts' 360° reporting features.