G2 Crowd User in Information Technology and Services

ClearView CRM reporting

11 months ago

How easy is pulling reports from ClearView CRM?

Vendor Responses

Response by ClearView CRM

11 months ago

ClearView CRM offers several ways to report, so you can use what makes sense for your information needs:

1. It features nearly 100 reports built right into the system that you can easily schedule to run on a regular basis.

2. It offers an easy-to-use ad hoc report builder for pulling up-to-the-minute views of data that can help reveal operational issues, identify trends and offer other useful insights.

3. If you have a report writer in your organization, s/he can make use of the advanced reporting feature in ClearView CRM.

Also, you can build customized dashboards with at-a-glance panels of KPIs and other relevant information.