G2 Crowd User in Information Technology and Services

ClearView CRM reporting

about 1 year ago

How easy is pulling reports from ClearView CRM?

Vendor Responses

Response by ClearView CRM

about 1 year 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.