Accelerate business growth with accurate forecasting from

CRM reports and dashboards

Understand your business performance at a glance

Create simple charts and graphs in seconds

Save time spent on large data spreadsheets

Try For Free

Achieve more

  • Understand how every part of your business is performing using live

    CRM software reports

    on key insights across the board
  • Optimiser’s

    CRM analyst reports

    showcase trends, cohorts and funnels, enabling a better understanding of how each customer contributes to the success of your business
  • Track the achievements of your teams and maximise their use of resources to build excellent performance, increased output, and mappable company growth in

    CRM sales reports

Consumer satisfaction

  • Use statistic-driven
    CRM custom reports
    on channels and demographics to better understand your consumers’ preferences, enhance the user experience, and see heightened conversions and retention
  • Create a tailored digital journey that loops users back to your business on high frequency drop-off points to capture more sales
  • Generate key

    dynamic CRM email reports

    on engagement with your campaigns by tracking conversion rates to ensure your communications are hitting the right mark

Future-proof decisions

  • Use AI predictions and
    CRM scheduled reports
    about your company’s performance for reassurance about the future of your business, and ensure you are maximising opportunities for success
  • Data-driven analytics and

    CRM call reports

    provide reliable forecasting on business growth and client satisfaction that you can be confident in
  • Accelerate your rate of progress into new fields by using

    dynamic CRM automated reports

    to predict the outcomes of new avenues within your company and the wider industry

One powerful platform Simple to use Comprehensive

30 days free trial. No credit card required

From Our Desk

A guide to Optimisers project management for every business
learn more
4 benefits of data optimisation that can revolutionise your marketing strategies
learn more
Customer segmentation— a marketing essential
learn more