G2 Crowd User in Information Services

Can I really generate reports with only 1 click?

almost 4 years ago

Yes. Remarkably, Pipeliner CRM provides a “New Report” button, which immediately translates the view you’re currently on into a Dashboard or Management Report (tabular data) format that auto-calculates with just this one click.

From a Dashboard perspective, you can choose from 25 popular, pre-compiled, essential Reports to display.

★ Bonus: Multiple Pipeline Reports - Your separate data can now be joined in a confluence of useful insights. Check progress on any of your segments effortlessly.