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CRM Software with Sales Reports

Last updated: January 2025

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Why are sales reports important for CRM software users?

Based on GetApp's analysis of 45 verified reviews collected between July, 2021 and August, 2024

Sales reports improve understanding of business performance by providing customizable, real-time data insights. They help track metrics, identify opportunities, and support sales teams in refining strategies and execution. Of the 45 reviewers who rated sales reports, 100% rated this feature as important or highly important.

Key features of CRM software based on insights from 10831 verified reviews

  • Contact Management: Reviewers appreciate gathering all contact information in one place, enabling detailed reporting, analysis, and easy customization for strategic planning and follow-ups. 93% of reviewers rated this feature as important or highly important.
  • Sales Pipeline Management: Users highlight the visual representation, customizable stages, and detailed tracking of deals, which aid in forecasting, prioritizing efforts, and improving sales efficiency. 89% of reviewers rated this feature as important or highly important.
  • Lead Management: Reviewers value the ability to prioritize, score, and track leads, enhancing personalized communication and improving conversion rates through automated follow-ups and comprehensive interaction tracking. 89% of reviewers rated this feature as important or highly important.
  • Reporting/Analytics: Users find the customizable reports and dashboards essential for tracking KPIs, analyzing trends, and making data-driven decisions to optimize sales and marketing strategies. 86% of reviewers rated this feature as important or highly important.
  • Lead Capture: Reviewers note the importance of capturing leads from various sources, ensuring no opportunities are missed, and automating follow-up activities to streamline the sales process. 85% of reviewers rated this feature as important or highly important.
  • Task Management: Users emphasize the ability to organize, assign, and track tasks, enhancing collaboration, productivity, and timely follow-ups, ensuring efficient project management. 85% of reviewers rated this feature as important or highly important.
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535 software options

Creatio CRM logo

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CRM software that helps you sell smarter, better, faster.

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Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach their customers through every channel, including telephone, email, social media, and live chat.

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Bigin is a pipeline-centric customer relationship management software designed to help small businesses manage sales pipelines, schedule follow-ups, and update customer records.

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monday CRM logo
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Move deals faster

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monday CRM enables revenue teams to improve efficiency at every stage of the customer
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The intuitive interface combined with automations and AI, allows revenue leaders to adapt the CRM to their own sales process while cutting costs and saving time.

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NetSuite logo

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NetSuite provides organizations with an integrated system helps them run their business. More than 41,000 organizations around the world use NetSuite to more easily grow and adapt to change.

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Less Annoying CRM logo
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A simple CRM built just for small businesses

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The #1 easiest-to-use CRM for small businesses — expert support, fair pricing, and all the features you need in one place. $15/user/month, for everyone.

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Copper logo

The CRM designed for Google Workspace

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Copper is the easy-to-use CRM that’s designed for and recommended by Google. Get started in minutes.

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TaskSuite logo

Lending Simplified, Success Amplified.

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TaskSuite revolutionizes lending with a comprehensive platform that simplifies origination, servicing, and loan management. Enhance efficiency, decision-making, and customer satisfaction with our all-in-one solution.

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Capsule logo

Take care of your customers and sales opportunities

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Capsule is the smart simple online CRM. It's used to build stronger customer relationships, make more sales, save time, be more organized and collaborate.

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Ricochet360 logo

Sales is a contact sport. Our Auto Dialer connects you 1st!

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Our products include: Cloud Phone System, Progressive Dialer, CRM & Lead Management, Marketing Automation, and Mobile CRM.

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VipeCloud logo
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Sales CRM With Marketing Suite That Builds Rapport With You

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98% of customers rate VipeCloud's Value For Money at 4 stars and above!

VipeCloud is the Sales CRM With Marketing Suite that builds rapport with you. CRM, Email Marketing, Social, Texting, Video Email, and More.

VipeCloud is your all-in-one, easy to use, and powerful growth solution.

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Rolldog logo

Rolldog CRM - manage your business AND increase revenue.

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Rolldog is a CRM and Opportunity Management software—all rolled into one. Rolldog helps businesses better manage their customer relationships, while proactively tracking and scoring leads and opportunities to help increase revenue, boost sales and marketing effectiveness.

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Claritysoft CRM logo

User-friendly customer relationship management software

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Powerful. Intuitive. Customizable. Claritysoft CRM is designed to be easy to use without sacrificing power and functionality.

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HubSpot CRM logo

Everything you need to sell in one integrated suite

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Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging emails and managing data

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Method CRM logo

Extend the Power of QuickBooks with Method CRM

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Extend QuickBooks with Method CRM—the #1 QuickBooks CRM. Its real-time sync keeps data accurate, eliminates errors and double entry. Choose your CRM features to manage leads, track sales, create estimates and invoices, and collect payments. Work with our specialists to customize it to your workflow.

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Odoo  logo

Open-source suite of business applications

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Odoo is a fully-integrated, customizable, and open-source suite of business applications. A majority of the business needs such as CRM, Sales, Project, Manufacturing, Inventory, and Accounting are met through this all-in-one software solution designed for every company, regardless of size and budget

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Salesforce Starter logo

CRM for small business

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With Salesforce Starter, find more leads to fuel growth.

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Repfabric logo

CRM system for multi-line sellers

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Repfabric is a platform that helps businesses in the multi-line sales industry manage customer relationships and sales data. It is designed for manufacturers, sales reps, and distributors and it offers tools to streamline multi-line selling processes.

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The Magazine Manager logo

Magazine management solution for digital & print publishers

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The Magazine Manager is a digital magazine software. This web-based CRM is designed to manage sales, production, and marketing in a centralized platform that includes email marketing, customer relationship management, invoice processing, live notifications, and custom statements and proposals.

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Apptivo logo

CRM for managing customer accounts

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

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Salesforce Sales Cloud logo

Cloud-based CRM & Sales Automation

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Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud helps sales teams win more deals and understand the health of their business on a platform that grows with them.

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Dynamics 365 logo

ERP and CRM applications from Microsoft

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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.

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