Best CRM Software for Reporting
We have evaluated 35+ providers to determine the best CRM software for reporting in the following list.
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Pipeliner stands out with its unique visual approach to sales management, offering an intuitive and interactive pipeline interface that enhances decision-making and forecasting. Geared towards sales teams, it combines rich features with an offline mode, making it a robust choice for businesses seeking a dynamic and accessible CRM experience.
Excellent customer support
Ability to visually map networks & relationships you need to be aware of
Offers sales teams to collaborate with prospects, customers & internal teams
Offers unlimited leads and users
Ability to create and manage contracts, sales orders, quotes and invoices
Offers email templates
Does not allow to process payment
Does not have conversational bot
Cannot track document opening
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ActiveCampaign distinguishes itself by combining CRM functionalities with advanced email marketing and automation tools. This integration is particularly beneficial for businesses looking to nurture customer relationships through targeted marketing campaigns, while also managing sales and customer data within a single platform.
In top 3 for
Offers site and event tracking
Has a mobile app
Can customize application url
Offers Geo tracking
Limited number of leads
Customer support isn't that great when it comes to query resolution
Dynamics 365 Sales
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Dynamics 365 by Microsoft offers a highly adaptable CRM platform, integrating deeply with other Microsoft products and providing extensive customization options. It's particularly well-suited for larger organizations or those with complex sales, marketing, and service needs.
Offers business card scanner
Offers Competitive products and brand analysis
Supports Seller behavior and top seller analysis
Keyword, sentiment, and emotion analysis
Ability to manage sales orders, quotes and invoices
Very poor customer support
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Keap specializes in providing small businesses with a streamlined CRM solution, emphasizing automation in sales and marketing processes. Its standout feature is the combination of client management with e-commerce functionality, offering a unique blend of tools to nurture customer relationships and drive sales growth.
Ability to access company and contact details from the Keap desktop or mobile app
Helps to easily sell online and collect payments
Free and easy migration offered
Ability to create and share quotes and invoices
Ability to collect payments
Offers email templates for quicker email formulation
Very poor customer support
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Zoho CRM offers a budget-friendly solution, ideal for small to mid-sized businesses seeking an effective way to manage customer relationships. It stands out with its strong integration capabilities, connecting seamlessly with a wide array of apps and services, and providing a highly customizable platform.
It has a mobile app
Ability to Scan business cards and QR codes using the Card Scanner app and instantly push new contact information into CRM
Ability to add Twitter profile to the CRM to stay updated on all the likes, mentions, and replies that the business gets
One can create and manage quotes and invoices, sales orders and contracts
Quicker email formulation because of the email template availability
Sales calls and commission management not available
- Our ranking applies to each individual plan that a provider offers. Subsequently, the scores of each plan are merged using a dynamically weighted model.
Many users have unique reporting requirements that they want to meet while looking for CRM software. They are interested in learning how their sales force is doing, which products or services are doing well, and which leads have the potential to convert. As a result, while choosing CRM software, it's crucial to take its reporting capabilities into account.
What Makes the Best CRM Software for Reporting
We have assessed CRM software using a variety of reporting metrics, including email tracking, sales insights, A/B testing, custom reports, lead scoring, sales forecasting, and predictive forecasting, to assist users in making an informed choice. The features provided by each platform, how they function in actual situations, and the overall user experience have all been considered in our research.
To find out which CRM software offers the best reporting capabilities, we used the following structure for weighting:
Email tracking monitors how recipients open and interact with your emails. This can be used by businesses to measure the success of their email outreach and marketing campaigns to determine the best ways to reach out to clients.
Additionally, companies can utilize email monitoring to get important data regarding the effectiveness of their communications and, if necessary, modify their email marketing strategy. With the use of effective email monitoring solutions, it is simpler to pinpoint the aspects of an email that are causing low or high open rates and make modifications to improve outcomes.
Contact scoring is used to evaluate the likelihood that a particular contact will engage with you or make a purchase. It involves assigning a numerical score to a contact based on various factors such as demographic data, behavior on the website, and engagement with your company's marketing activities.
For example, your company might assign a higher score to a contact who has visited your website multiple times, downloaded a whitepaper, and opened and clicked through several marketing emails. On the other hand, a contact who has only visited the website once and has not engaged with any marketing activities might receive a lower score. The score can then be used to prioritize leads and tailor marketing and sales efforts to the most promising contacts.
This process can be automated to a large extent, so that a contact gets certain points added or subtracted for respective actions (for example, in case of incativity).
When trying to improve your marketing efforts, it can be difficult to know what changes will have the most impact. That's where A/B testing comes in. It allows you to test different variations of your marketing content (such as email subject lines, landing pages, or calls-to-action) on a small segment of your audience, and then compare the results to see which version performs better.
By testing different variations, you can identify which elements are most effective at engaging your audience and driving conversions. This information can then be used to optimize your marketing campaigns and increase your overall success.
Data Import & Export
Data import and export in CRM software refers to the process of transferring data into or out of your CRM system. This data can include information about your customers, leads, and other key business contacts.
Importing data into your CRM allows you to easily add new contacts or update existing ones, as well as keep your data up to date with changes in your business. This can be especially important if you have a large number of contacts or if you're adding data from external sources, such as marketing lists or social media platforms.
Exporting data from your CRM can be just as important, as it allows you to analyze your data, generate reports, or transfer data to other systems. For example, you might export your contact data to use in a separate email marketing tool or to generate custom reports for your team.
The ability to import and export data is essential for any business using CRM software, as it allows you to efficiently manage your customer data and use it to drive your marketing and sales efforts. Without this capability, you may find yourself manually inputting data or struggling to integrate your CRM with other key tools and systems.
Sales insights in CRM software reporting refer to the data-driven metrics and analysis that help you understand the performance of your sales team and identify areas for improvement.
As a business owner, manager, or sales professional, you need to have a clear understanding of your sales team's performance to make data-driven decisions and optimize your sales process. Sales insights provide you with valuable information about your sales pipeline, including metrics like conversion rates, sales velocity, and deal size.
By analyzing this data, you can identify which stages of your sales process are working well, which ones need improvement, and where you're losing potential customers. This information can then be used to make data-driven decisions that help you optimize your sales process, drive revenue growth, and achieve your business goals.
For example, you might identify that your team is spending too much time on certain stages of the sales process, such as lead qualification, without enough focus on closing deals. Or you might identify that a particular salesperson is struggling with certain types of leads and needs additional training.
With sales insights in your CRM reporting, you can make data-driven decisions that help you improve your sales process, optimize your team's performance, and ultimately drive more revenue for your business.
Generating custom reports is a powerful way to analyze your CRM data. They allow you to create dashboards and reports tailored to what you want to see. This can include a comprehensive analysis of your sales data, customer interactions, and sales success to empower you to make better business decisions.
You can further use it to filter data, select specific metrics, and build custom calculations. It gives you all the freedom to display important metrics in the way you it’s most helpful for your business.
Sales forecasting allows businesses to anticipate future sales success based on historical data and present tendencies. Forecasting can assist your business in making sound decisions about resource allocation, sales targets, and other aspects of your sales strategy.
Using it as part of your reporting can help better understand your sales pipeline and identify expansion opportunities. It also makes progress tracking easier and can be used to create goals you can follow.
Predictive forecasting is more advanced and uses machine learning algorithms to identify patterns and make more accurate predictions about future sales, leads growth, etc.
While traditional sales forecasting can be useful, it often relies on human intuition and may not be as accurate as predictive machine learning forecasting. Predictive forecasting can analyze large amounts of data and identify complex patterns that humans might not be able to recognize, resulting in more accurate and reliable predictions.
10 Best CRM Software for Reporting
How to Choose a Great CRM Software for Reporting
There’s a lot to consider when choosing the best CRM software for reporting, much of which hinges on how you envision yourself realistically using your CRM software and data.
You can use our list at the top and check out which tools also meet other priorities besides reporting.
For an overview of all the priorities we recommend considering, check out our overall Best Picks. When you start to narrow things down, be sure to take advantage of the Comparison Tool to compare different software in greater detail or use our Finder Tool to see our recommended options based on your specific requirements.
What types of data can I import and export in CRM software reporting?
How does email tracking work through CRM software?
What are the benefits of using custom reports of CRM software?