Analyse & Reporting
Report Generator
Beside the reports that are automatically generated when monitoring your business’s performance through the CRM system, you also have the option to ask for a more specific report of a particular activity that took place in a certain time frame. The specificity of the information provided by the report generator is key for attaining more in-depth knowledge.
Connect to Database
Connect to Database
This options could connect to other Database banks like MS SQL and make your report by extracting the data you need, basically, you could make your custom report by the Report Generator.
Activity Report
Activity Report
Track each user’s activity related to the customers, also making access restrictions for your employees for any section you need. With this feature you have control over every single event happening in your company.
Sales Reports.
Sales Report
Sales report is one of the most important reports you need, you could get the sales report from all the invoices and customers and see who paid and who still needs to pay as well as the total sales of months and years.
Calls Report
Calls Report
Save your customer’s call log by Pal CRM and make sure to not miss any call history. Leave comments by each call and see who was dealing with the customer.
