CRM Reports

A CRM should provide at least the following as a part of its reporting capabilities to reduce friction in usage:

  • Quick access to all CRM reports
  • Real Time Availability of CRM reports
  • “Live” Dashboards showing data from CRM reports
  • Ability to save CRM reports in popular formats (PDF, Excel etc)
  • Option to print the CRM reports directly from the application interface
  • Ability to customize existing CRM reports
  • Option to create new customized CRM reports

Deskera offers all of the above through the extensive reporting capabilities available in its CRM. Please go through the following video which demonstrates how to use the reporting features available in Deskera CRM.

Also, please go here to see how you may use Deskera to generate custom CRM reports.

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Deskera is the leading cloud software provider across Asia. Founded in 2008, Deskera today has more than 80,000 users worldwide. Deskera Cloud apps help you achieve an end-to-end view across your business, manage and optimise your business operations and resources, improve operational efficiency and more. And all this comes in a easy to use, and quick to learn interface that can be accessed from anywhere. The key Deskera Cloud apps are Deskera Financial Management, Deskera CRM, Deskera Projects, Deskera HRMS and Deskera LMS. We are delivering the most relevant and effective solutions to meet the industry specific challenges you face in your business every day.