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CRM Analytics

Cloud-based and on-premise data analysis solution.

Table of Contents

Is this product right for your business?

Find out with a

CRM Analytics - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

Last updated: July 2026

CRM Analytics overview

What is CRM Analytics?

CRM Analytics is a cloud-based and on-premise data analysis platform, which helps small to large businesses in finance, healthcare, life sciences, communications, manufacturing, consumer goods, and other sectors extract, visualize, connect, share, and clean data. Features include machine learning (ML), natural language processing (NLP), artificial intelligence (AI), forecasting, predictive modeling, and drag-and-drop data visualization.

CRM Analytics offers a tableau prep module, which allows businesses to prepare and manage data through visual analysis, grouping, data flow checks, task scheduling, and more. The tableau desktop module lets users explore and interact with data via statistical models, visual patterns, trend analysis, and geographical data maps. It also helps administrators manage data governance, content validation, and user authentication processes.

The solution facilitates integration with several third-party platforms, such as Oracle, Google Sheets, Amazon Web Services (AWS), SAP, Google Analytics, Presto, Hive, Vertica, and more. CRM Analytics helps businesses ensure data protection and security via database login accounts, authentication mode, and user filters.

Starting price

70per user /
per year

Alternatives

with better value for money

Pros & Cons

Ease of Use

Features

Client Support

User Interface

CRM Analytics’s user interface

Ease of use rating:

4.3

(80)

CRM Analytics review summaries overview

To determine these pros and cons insights, we analyzed responses from

Overall rating

Reviews sentiment

1-2(4)

3-4(36)

5(40)

What do users say about CRM Analytics?

Reviewers feel CRM Analytics is generally easy to use, with many finding the interface intuitive and user-friendly after an initial learning curve. They say it offers helpful customization and makes daily business tasks more manageable, though some mention that it can be complex for beginners and may require prior Salesforce knowledge. Some find the visualizations appealing, but others think it lacks certain tools compared to competitors.

Users report that CRM Analytics provides robust features for data analysis, including strong integration and reporting capabilities. They note that while it handles large data sets well, some features are time-consuming to configure and advanced functionality may require technical expertise.

Select to learn more

Who uses CRM Analytics?

Based on 80 verified user reviews.

Company size

Enterprises

Small Businesses

Midsize Businesses

Top industries

Information Technology and Services

Financial Services

Computer Software

Transportation/Trucking/Railroad

Others

Use cases

Reporting

Dashboard

Data Visualization

Business Intelligence

Statistical Analysis

CRM Analytics's key features

Most critical features, based on insights from CRM Analytics users:

Data import/export

4.0

(5)

Search/Filter

4.4

(9)

Performance metrics

4.5

(2)

Dashboard creation

4.5

(4)

Customizable dashboard

4.7

(6)

Multiple data sources

5.0

(2)

Scheduled/Automated reports

4.0

(2)

OLAP

4.0

(1)

Forecasting

4.0

(2)

All CRM Analytics features

Features rating:

4.2

(80)

Access controls/permissions

(0)

Activity dashboard

(0)

Ad hoc reporting

4.7

(3)

Alerts/Notifications

4.3

(3)

API

(0)

Association discovery

(0)

Bayesian analysis

(0)

Benchmarking

(0)

Collaboration tools

(0)

Compliance tracking

(0)

Customizable branding

(0)

Customizable dashboard

4.7

(6)

Customizable templates

(0)

Customization

(0)

Dashboard

4.5

(8)

Dashboard creation

4.5

(4)

Data analysis tools

4.5

(4)

Data blending

(0)

Data capture and transfer

(0)

Data cleansing

3.7

(3)

Data clustering

(0)

Data connectors

4.3

(9)

Data discovery

4.5

(2)

Data import/export

4.0

(5)

Data management

(0)

Data mapping

5.0

(1)

Data visualization

4.4

(14)

Data warehousing

(0)

Drag & drop

(0)

File storage

5.0

(2)

Financial reporting

(0)

Forecasting

4.0

(2)

For healthcare

(0)

Functions/Calculations

4.0

(5)

High volume processing

4.5

(4)

Historical reporting

(0)

Key performance indicators

5.0

(3)

KPI monitoring

4.4

(8)

Marketing reports

(0)

Metadata management

5.0

(2)

Mobile dashboards

(0)

Modeling & simulation

(0)

Monte carlo simulation

3.0

(1)

Multiple data sources

5.0

(2)

Multivariate analysis

(0)

Natural language processing

(0)

No-Code

(0)

OLAP

4.0

(1)

Performance metrics

4.5

(2)

Predictive analytics

4.8

(4)

Private dashboards

(0)

Profitability analysis

4.0

(2)

Public dashboards

(0)

Publishing/Sharing

4.3

(4)

Real-Time analytics

5.0

(1)

Real-Time data

5.0

(1)

Regression analysis

5.0

(1)

Relational display

(0)

Reporting/Analytics

4.6

(15)

Reporting & statistics

4.0

(2)

Sales reports

(0)

Scheduled/Automated reports

4.0

(2)

Scorecards

5.0

(2)

Search/Filter

4.4

(9)

Self-service analytics

(0)

Self service data preparation

4.5

(2)

Single page view

4.5

(6)

Statistical analysis

4.7

(3)

Statistical process control

(0)

Statistical simulation

4.0

(1)

Storytelling

(0)

Strategic planning

(0)

Survival analysis

(0)

Templates

(0)

Third-Party integrations

4.0

(1)

Time series analysis

(0)

Trend analysis

5.0

(1)

Trend/Problem indicators

(0)

Visual analytics

4.5

(2)

Visual discovery

(0)

Widgets

(0)

CRM Analytics alternatives

CRM Analytics

4.3

(80)

Starting from

/user

Per year

Free trial

Free version

Ease of Use

4.1

Features

4.2

Value for Money

4.2

Customer Support

4.1

Google Analytics 360

4.7

(8K)

learn more

Starting from

Free

Free trial

Free version

Ease of Use

4.2

Features

4.6

Value for Money

4.7

Customer Support

4.2

Tableau

4.6

(2.3K)

learn more

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.1

Features

4.5

Value for Money

4.2

Customer Support

4.2

Microsoft Power BI

4.6

(1.8K)

learn more

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.1

Features

4.5

Value for Money

4.4

Customer Support

4.2

CRM Analytics pricing

Value for money rating:

4.2

(80)

Starting from

/user

Per year

Pricing details

Subscription

Free trial

Free plan

Pricing range

User opinions about CRM Analytics price and value

Value for money rating:

4.2

(80)

To see what individual users think of CRM Analytics's price and value, check out the review snippets below.

“For me, it’s one of the more comprehensive CRM analytics tools because it’s naturally integrated with Salesforce, which has always had a wide range of customizable capabilities.”

Juan B.

BDR

“I most like feed feature to track the latest conversation and complaints progress.”

Deepanshu K.

Customer support executive

CRM Analytics integrations (4)

Integrations rated by users

We looked at 80 user reviews to identify which products are mentioned as CRM Analytics integrations and how users feel about them.

Salesforce Sales Cloud

Integration rating: 5.0 (1)

“We connected our CRM so that customer sales orders, invoice data, and customer account files instantly sync back and forth between our sales reps and finance teams.”