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Top Rated CRM Software with Reporting/Analytics in 2026

Verified reviewer profile picture
Verified reviewer profile picture

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

Last updated: March 2026

Reporting and analytics in CRM software provide actionable insights into sales, marketing, and customer engagement. They help track performance metrics, optimize strategies, forecast trends, and make data-driven decisions to enhance business efficiency. Our reviewers in CRM software rated this feature as important.

9 Best CRM Software with Reporting/Analytics

Product
User rating
Starting price
Zoho CRM logo
4.3
(6.9K)
14
per user/per month
visit website
NetSuite logo
4.2
(1.9K)
Empty state illustration for "No pricing info"

No pricing info

visit website
HubSpot CRM logo
4.5
(4.4K)
20
per user/per month
Pipedrive logo
4.5
(3K)
19
per user/per month
Brevo logo
4.6
(3.4K)
9
usage based/per month
ActiveCampaign logo
4.6
(2.5K)
15
flat rate/per month
Mailchimp logo
4.5
(17.5K)
13
flat rate/per month
Salesforce Sales Cloud logo
4.4
(18.7K)
25
per user/per month
Dynamics 365 logo
4.4
(5.8K)
50
per user/per month

See other top CRM products with reporting/analytics

How we picked the 9 top rated products

We chose the high-performing solutions on this list based on verified user ratings on our site. Depending on available data, qualifying products either had to be among the most user-reviewed or the most searched-for products in the CRM software category. They also needed to have sufficient reviews about reporting/analytics, have a minimum user rating of 3 out of 5 for that feature, and show evidence of U.S. market presence. We then added a distinction for up to three products based on our proprietary ratings and reviews: Highest rated, Highly rated for reporting/analytics, and Highly rated for free version. Sponsorship or client status has no influence on the selection of these products, but it may impact the order in which products appear.

Details for the 9 best products

Zoho CRM logo

Zoho CRM

Reviews Sentiment
 
 
 
1-2(252)
3-4(3,152)
5(3,560)
Key Features
Contact Management4.4
Sales Pipeline Management4.4

User insights about the reporting/analytics feature

Reviewers appreciate Zoho CRM's customizable and easy-to-create reports that provide detailed and engaging visualizations. They highlight the ability to generate various report types, including sales analysis, performance tracking, and KPI dashboards. Users find the integration with other Zoho products valuable, although some mention occasional inaccuracies and complexity in the reporting options.
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“The online reporting and business intelligence tool Zoho Reports makes it simple to analyse corporate data and produce smart dashboards and reports for reasoned decision-making. ”
Verified reviewer profile picture

Chandra S.

Email Marketing Specialist

“reporting and analytics features empower businesses to monitor performance, identify trends, and make informed decisions to drive sales and revenue growth”
jd

joseph d.

accountant

Starting price
14per user /
per month
visit website
Pros and Cons based on 6,964 verified reviews
Verified reviewer profile picture

Comprehensive sales management

Efficient client management

Effective customer tracking

Robust lead management

Scalable for various business sizes

Frequent user issues

Inadequate customer support

Outdated user interface design

Need for performance improvements

Complicated navigation

See pros and cons details
NetSuite logo

NetSuite

Reviews Sentiment
 
 
 
1-2(92)
3-4(964)
5(890)
Key Features
Contact Management4.2
Sales Pipeline Management4.2

User insights about the reporting/analytics feature

Users appreciate NetSuite's customizable reporting/analytics capabilities, including real-time insights, pre-built reports, and the ability to track financials, sales, and inventory data. They find the reports accurate and helpful for decision-making, though some mention the need for extensive manipulation in Excel for more detailed analysis.

See related user reviews

“I like the real-time insights, customizable dashboards, and pre-built reports that make it easy to analyze financials, sales, and inventory data all in one place.”
SG

Sagun G.

Computer Network Technician

“Reports are not as customizable as they could be out of the box. Typically, the reporting team has to do extensive manipulation of NetSuite reports in Excel after downloading from NetSuite.”
BW

Ben W.

Financial Analyst

Starting price
Empty state illustration for "No pricing info"

No pricing info

visit website
Pros and Cons based on 1,946 verified reviews

Cloud-based accessibility

Efficient inventory management

Flexible customization options

Customizable and informative dashboards

Convenient web access

Slow performance speed

Prohibitive pricing for small businesses

Challenging implementation process

Inadequate customer support

Inefficient sales management

See pros and cons details
HubSpot CRM logo
Reviews Sentiment
 
 
 
1-2(85)
3-4(1,629)
5(2,736)
Key Features
Contact Management4.5
Sales Pipeline Management4.5

User insights about the reporting/analytics feature

Reviewers appreciate HubSpot CRM's customizable reporting/analytics capabilities, including detailed reports on sales performance, client engagement, and marketing campaigns. They find the reports useful for decision-making and tracking progress, though some users mention limitations in visual aspects and the need for more robust features.

See related user reviews

“The Report tab enables us to measure the sales performances by showing details on the sales that have been made. That helps us take decisions on how to drive our sales policies.”
TO

Thierno O.

Loans manager

“Reporting is flexible & comes with many templated reports to get you started. You can also customise reports and dashboards to suit your requirements and automate delivery of the reports to specific users.”
AM

Arshad M.

Process Optimisation Specialist

Starting price
20per user /
per month
Pros and Cons based on 4,450 verified reviews

Efficient lead tracking

Centralized client information

Comprehensive email tracking

Integrated sales and marketing

Versatile CRM functionalities

Frequent technical issues

High costs for advanced features

Limited reporting capabilities

Inadequate user account management

See pros and cons details
Pipedrive logo
Reviews Sentiment
 
 
 
1-2(61)
3-4(1,026)
5(1,955)
Key Features
Contact Management4.4
Sales Pipeline Management4.5

User insights about the reporting/analytics feature

Users report that Pipedrive's reporting/analytics feature provides clear and simple-to-understand dashboards, useful for tracking sales performance and team metrics. They appreciate the ability to customize reports and segment data, though some users find the customization options limited and the interface overcomplicated.
Verified reviewer profile picture

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“One of the main reasons why I like Pipedrive is because it does a very good job of providing reports and analytics on the work that we do. As a sales manager, this is essential. I can easily see how my team has been doing and make adjustments as needed. It also allows me to segment data and identify trends in no time at all.”
BT

Brahim T.

Freelancer

“Pipedrive's Reporting/Analytics is a game-changer. In-depth insights into sales performance, deal trends, and team metrics empower data-driven decisions, boosting business growth and efficiency. Essential for strategic planning.”
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Muhammad A.

Software house

Starting price
19per user /
per month
Pros and Cons based on 3,042 verified reviews
Verified reviewer profile picture

Efficient sales pipeline management

Intuitive and customizable interface

Customizable sales stages

Effective sales team management

Enhanced team collaboration

Limited reporting capabilities

Inefficient search and filter functions

Subpar contact management

Inconsistent user experience

Limited automation features

See pros and cons details
Brevo logo
Reviews Sentiment
 
 
 
1-2(82)
3-4(881)
5(2,441)
Key Features
Contact Management4.5
Sales Pipeline Management --

User insights about the reporting/analytics feature

Reviewers feel that Brevo's reporting/analytics feature is simple, clear, and provides essential metrics like open rates, click rates, and engagement. They appreciate the integration with Google Analytics and the ability to drill down on segments. Some users wish for more advanced features and better data visualization.
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“I thoroughly appreciate SendInBlue's analytics and reporting, especially on deliverability where they report open and click rate by domain. The maps and graphs are great. I just wish I could search and filter more flexibly to generate graphs and maps: you really need to plan ahead with your tagging to be able to filter later.”
KW

Kevin W.

Online Education Technology & Systems Designer

“I can see monthly reports that help analyze response and opening metrics of emails sent. One can also connect it to google analytics for more detailed reports.”
Verified reviewer profile picture

Devyani S.

Customer relationship associate

Starting price
9usage based /
per month
Pros and Cons based on 3,404 verified reviews
Verified reviewer profile picture

Comprehensive marketing tools

Effective email marketing

Support for small businesses

Efficient campaign creation

Slow performance issues

Restrictive email limits

Challenges with email sending

See pros and cons details
ActiveCampaign logo
Reviews Sentiment
 
 
 
1-2(62)
3-4(795)
5(1,703)
Key Features
Contact Management4.5
Sales Pipeline Management4.4

User insights about the reporting/analytics feature

Reviewers highlight ActiveCampaign's reporting/analytics capabilities for providing insights into campaign performance, including opens, clicks, and engagement metrics. They find the reports easy to read and useful for decision-making, though some users mention a need for more robust customization and deeper analytics.

See related user reviews

“Active campaign has deep reporting and analytical tools which you can also access via their iPhone app. You can see for example the days and times your audience best responds to you.”
JV

Joshua V.

Email Copywriter & Soap Opera Sequence Expert

“They allow us to get insights about the performance of our campaigns and how to improve them.”
LH

Louise H.

Front Office Manager

Starting price
15flat rate /
per month
Pros and Cons based on 2,560 verified reviews

Effective sales funnel creation

Supports business growth

Robust automation features

Efficient client management

Comprehensive lead management

Frequent performance issues

User experience problems

Limited landing page options

Complex navigation and switching

High costs and complexity

See pros and cons details
Mailchimp logo
Reviews Sentiment
 
 
 
1-2(274)
3-4(6,994)
5(10,291)
Key Features
Contact Management4.4
Sales Pipeline Management4.1

User insights about the reporting/analytics feature

Users report that Mailchimp's reporting/analytics feature provides detailed insights into email campaign performance, including open rates, click rates, and audience engagement. They appreciate the integration with Google Analytics and the user-friendly interface. Some users find the data comprehensive but note that it could be more detailed and visually appealing.

See related user reviews

“Analytics helped me to understand how my email campaign are doing. I am able to understand how many people have opened, engaged, clicked emails I sent. I am also able to know how many link clicks happened, hard bounces/soft bounces or unsubscribes occured etc.”
MK

Mukesh K.

Co-Founder

“Their analytics and reporting steps are pretty straightforward and simple. You get access to Google analytics integration to help you track your conversion rates, social media, click mapping and geo-tracking all in one tool.”
VM

Veronica M.

Copy Writer

Starting price
13flat rate /
per month
Pros and Cons based on 17,559 verified reviews

Efficient client communication

Comprehensive email marketing

Streamlined newsletter creation

Effective email blasting

Support for small business growth

Issues with spam filtering

Restrictive usage limits

Challenges with issue management

Expensive for small businesses

Limited design customization

See pros and cons details
Salesforce Sales Cloud logo
Reviews Sentiment
 
 
 
1-2(430)
3-4(7,985)
5(10,349)
Key Features
Contact Management4.5
Sales Pipeline Management4.5

User insights about the reporting/analytics feature

Reviewers indicate that Salesforce Sales Cloud offers extensive and customizable reporting/analytics capabilities, including real-time monitoring, sales forecasting, and integration with tools like Einstein and Tableau. They find the reports easy to build and valuable for decision-making, though some users mention a steep learning curve and occasional data reliability issues.

See related user reviews

“Reporting and analytics provide businesses with actionable insights based on data. This allows decision-makers to make informed choices regarding product development, marketing strategies, sales tactics, and more.”
AB

Aman B.

Software Developer

“Reporting and Analytics provide me with valuable insights into my business performance. They help me make informed decisions by analyzing sales trends and identifying areas for improvement. ”
SS

Sujal S.

Organizer

Starting price
25per user /
per month
Pros and Cons based on 18,764 verified reviews

Comprehensive tracking capabilities

Effective client management

Robust CRM functionalities

Advanced sales management tools

Enhanced organizational capabilities

Slow performance speed

Complex setup and configuration

Steep learning curve

Challenging user experience

Not ideal for small businesses

See pros and cons details
Dynamics 365 logo
Reviews Sentiment
 
 
 
1-2(127)
3-4(2,644)
5(3,038)
Key Features
Contact Management4.4
Sales Pipeline Management4.4

User insights about the reporting/analytics feature

Reviewers indicate that Dynamics 365 offers valuable reporting/analytics capabilities, including real-time insights, customizable dashboards, and integration with Power BI. They find the reports useful for data-driven decision-making and performance tracking, though some users mention a need for better built-in reporting options.
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“You have dashboard to display key performance, realtime track progress you also have std reports that provide detail insight. you can also integrate with other modules and it's predictive analytics also helps.”
GS

Gurinderjeet S.

Relationship manager

“Reporting/Analytics in Dynamics 365 provides insights for data-driven decisions. It enhances efficiency, productivity, and competitiveness by leveraging real-time information for strategic planning and performance improvement.”
Verified reviewer profile picture

masud r.

owner

Starting price
50per user /
per month
Pros and Cons based on 5,809 verified reviews
Verified reviewer profile picture

Comprehensive sales management

Effective customer relationship management

Enhanced team collaboration

Efficient task management

Seamless Microsoft integration

Slow performance speed

Disruptive software updates

Steep learning curve

High costs and complexity

See pros and cons details

Other Top Rated CRM Software with Reporting/Analytics in 2026

Zoho CRM logo

Zoho CRM

Customer relationship management solution

visit website
Zoho CRM records all contact, lead & account data. It also lets you assign tasks, automate workflows & marketing, track revenue & send communications.

Read more about Zoho CRM

Users also considered
Daylite for Mac logo

Daylite for Mac

All-in-One Business App for Service-Based Firms.

visit website
Stop wasting time using multiple apps. Daylite unifies CRM, new client opportunities, projects, tasks, notes, and email into one app designed for Apple users so you can focus more on clients and less on admin.

Read more about Daylite for Mac

Users also considered
Bigin by Zoho CRM logo

Bigin by Zoho CRM

Category Leaders

Pipeline-centric CRM system for small businesses

visit website
Bigin is a pipeline-centric CRM that helps small businesses move away from spreadsheets and get started with a CRM system for their business easily.

Read more about Bigin by Zoho CRM

Users also considered
NetSuite logo

NetSuite

AI-powered cloud-based business management suite

visit website
NetSuite’s CRM software is the only cloud solution that delivers a real-time 360-degree view of your customers. NetSuite CRM provides a seamless flow of information across the entire customer lifecycle—from lead to opportunity, sales order, fulfillment, renewal, upsell, cross-sell and support.

Read more about NetSuite

Users also considered
InfoFlo logo

InfoFlo

HIPAA compaliant case management software

visit website
Easy-To-Use CRM with contact, email, calendar, document & task management + QuickBooks, Outlook and a Google Sync. $99 + Free Upgrades

Read more about InfoFlo

Users also considered
HoneyBook logo

HoneyBook

Client management for freelancers & SMBs

visit website
Every CRM tool you need to manage clients, proposals, contracts, invoices, payments, and more.

Get started with a 7 day free trial today.

Read more about HoneyBook

Users also considered
Claritysoft CRM logo

Claritysoft CRM

User-friendly customer relationship management software

visit website
Claritysoft CRM is a customer relationship management software with which SMBs & large enterprises can manage contacts, accounts & sales leads efficiently

Read more about Claritysoft CRM

Users also considered
Clio logo

Clio

Cloud-based legal practice management tool for law firms.

visit website
Clio is a comprehensive legal practice management software that helps law firms streamline their operations. The platform offers case management, client intake, document automation, and legal accounting features, all integrated into one system. With built-in AI capabilities through Clio Duo, legal professionals can efficiently summarize documents and access matter details while maintaining client communication through a dedicated portal.

Read more about Clio

Users also considered
JobNimbus logo

JobNimbus

Be more professional, profitable, efficient, and organized.

visit website
JobNimbus is a contractor software platform that customizes to your business and grows with it. With full visibility of all your jobs and their stages, our platform makes it simple to control your workflow. You can manage your processes and keep every aspect of your business running!

Read more about JobNimbus

Users also considered
Copper logo

Copper

The CRM designed for Google Workspace

visit website
Designed for businesses using Google Workspace (formerly G Suite), Copper keeps business relationships in one place, automates repetitive tasks, and helps you stay organized with projects and deadlines. Get started in minutes!

Read more about Copper

Users also considered
Apptivo logo

Apptivo

CRM solution for managing customer accounts

visit website
Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information such as contact information, website, annual revenue‚ address‚ number of employees‚ & more. Accounts can be associated with other records such as contacts or opportunities.

Read more about Apptivo

Users also considered
Creatio CRM logo

Creatio CRM

New era CRM to manage all customer and operational workflows

visit website
Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core.

Read more about Creatio CRM

Users also considered
Mailchimp logo

Email and SMS marketing automation platform

Mailchimp is an email and SMS marketing platform that combines artificial intelligence with marketing automation capabilities. The platform features a drag-and-drop builder, content creation tools, and audience management functions to help businesses design and distribute marketing campaigns across multiple channels.

Read more about Mailchimp

Users also considered
Salesforce Sales Cloud logo

Cloud-based CRM and sales automation software

Salesforce Sales Cloud offers complete contact, lead and opportunity management, along with marketing automation, social collaboration, and more.

Read more about Salesforce Sales Cloud

Users also considered
ClickUp logo

Productivity platform for marketing agencies

ClickUp is a productivity platform that helps businesses combine project management tools, AI capabilities, and collaboration features in a unified workspace. The system can integrate tasks, documents, goals, and chat functionality while offering AI-based agents that automate workflows and answer questions. ClickUp serves teams across various departments with enterprise-grade security certifications including SOC 2 Type II, ISO 27001, GDPR, and HIPAA compliance.

Read more about ClickUp

Users also considered
HubSpot CRM logo

CRM and lead management solution

HubSpot CRM is the perfect free sales tool for your small business. Say goodbye to manual tasks and confusing features. Say hello to HubSpot CRM.

Read more about HubSpot CRM

Users also considered
Brevo logo

Automation, marketing & transactional email, and SMS service

Brevo is a CRM and email marketing solution that helps businesses run multi-channel marketing campaigns across email, WhatsApp, SMS, web push, and Facebook ads. Teams can trigger transactional emails, SMS, and WhatsApp notifications over Brevo SMTP and APIs.

Read more about Brevo

Users also considered
Dynamics 365 logo

ERP and CRM applications from Microsoft

Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.

Read more about Dynamics 365

Users also considered
Pipedrive logo

Cloud-based CRM solution for salespeople

Pipedrive is an easy to implement CRM software tool that helps you focus on the activities that drive deals to close.

Read more about Pipedrive

Users also considered
Zendesk Suite logo

AI powered customer service across all channels

Zendesk offers an AI-powered service platform that unifies conversations from multiple channels. It features AI agents for resolving inquiries, ticketing for support requests, and analytics for tracking service quality. Its Resolution Learning Loop technology enhances automation by integrating AI, human agents, and knowledge resources on one platform.

Read more about Zendesk Suite

Users also considered
Airtable logo

AI-Powered, No-Code App Building Platform

Airtable is the AI-powered app platform that unifies data, maximizes collaboration, and powers smarter workflows — no code required.

Read more about Airtable

Users also considered
ActiveCampaign logo

AI-first marketing platform

ActiveCampaign is the AI-first marketing platform built to transform how marketers, agencies, and entrepreneurs work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp.

Read more about ActiveCampaign

Users also considered
LiveAgent logo

Multichannel Help Desk Solution with Powerful AI Features

LiveAgent is a web-based help desk solution with a built-in CRM functionality and AI features. It manages support tickets from channels like email, VoIP, live chat, and social media. Its CRM platform supports task automation, data organization, and integration with 200+ tools.

Read more about LiveAgent

Users also considered
Constant Contact logo

Streamlines marketing to grow loyal audiences

Constant Contact is a digital and email marketing platform that provides tools for creating, sending, and tracking email campaigns. The platform offers customizable email templates, AI writing assistance, and automation features to help businesses reach audience. Additionally, it includes social media marketing capabilities, SMS marketing, and multi-account solutions for organizations managing multiple locations or teams.

Read more about Constant Contact

Users also considered
Nimble logo

Contact management & social relationship solution

Nimble combines CRM with social media monitoring and insights to help you smartly engage with your contacts.

Read more about Nimble

Users also considered

Key features for CRM software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Contact Management: Reviewers appreciate the ability to centralize and customize contact data, track interactions, assign leads, and automate tasks for better customer insights and engagement. 93% of reviewers rated this feature as important or highly important.
  • Sales Pipeline Management: Users value the visual representation, customizable stages, and tracking of deals, which help prioritize efforts, forecast revenue, and optimize the sales process. 90% of reviewers rated this feature as important or highly important.
  • Lead Management: Reviewers highlight automation, lead scoring, and comprehensive tracking, allowing for efficient follow-ups, personalized communication, and improved conversion rates. 90% of reviewers rated this feature as important or highly important.
  • Lead Capture: Reviewers appreciate the seamless integration with various sources and the automation of lead data collection, ensuring no potential opportunities are missed. 86% of reviewers rated this feature as important or highly important.
  • Task Management: Users value the ability to organize, assign, and track tasks, improving collaboration, productivity, and ensuring timely completion of activities. 85% of reviewers rated this feature as important or highly important.