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Top Rated Online CRM Software with Reporting/Analytics in 2026

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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 online CRM software provide insights into sales performance, customer interactions, and business trends. They help track progress, make data-driven decisions, and improve marketing and sales strategies. Our reviewers in online CRM software rated this feature as important.

6 Best Online CRM Software with Reporting/Analytics

Product
User rating
Starting price
Zoho CRM logo
4.3
(6.9K)
14
per user/per month
visit website
HubSpot CRM logo
4.5
(4.4K)
20
per user/per month
visit website
Salesforce Sales Cloud logo
4.4
(18.7K)
25
per user/per month
visit website
LiveChat logo
4.6
(1.7K)
25
per user/per month
visit website
Insightly logo
4.0
(654)
29
per user/per month
Pipedrive logo
4.5
(3K)
19
per user/per month

See other top Online CRM products with reporting/analytics

How we picked the 6 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 Online 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 6 best products

Zoho CRM logo

Zoho CRM

Reviews Sentiment
 
 
 
1-2(251)
3-4(3,151)
5(3,558)
Key Features
Contact Management4.4
Data Import/Export4.3

User insights about the reporting/analytics feature

Reviewers appreciate Zoho CRM's comprehensive and customizable reporting and analytics capabilities. They find it easy to generate and customize reports, view real-time data, and make informed decisions. Users highlight the integration with other Zoho products and the variety of visualizations available. However, some mention occasional inaccuracies and the need for more advanced options similar to native BI tools.
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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 6,960 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
HubSpot CRM logo

HubSpot CRM

Reviews Sentiment
 
 
 
1-2(85)
3-4(1,627)
5(2,734)
Key Features
Contact Management4.5
Data Import/Export4.3

User insights about the reporting/analytics feature

Reviewers highlight HubSpot CRM's customizable and detailed reporting and analytics features. They find it easy to generate reports, monitor sales and marketing efforts, and visualize data. Users appreciate the real-time updates and integration with other tools, though some mention limitations in visual aspects and the need for more complex analysis options.
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“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

“HubSpot CRM provides reporting and analysis features to track key performance indicators (KPIs) and measure the effectiveness of sales and marketing efforts.”
Verified reviewer profile picture

CHARLES B.

Software Engineer

Starting price
20per user /
per month
visit website
Pros and Cons based on 4,446 verified reviews
Verified reviewer profile picture

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
Salesforce Sales Cloud logo

Salesforce Sales Cloud

Reviews Sentiment
 
 
 
1-2(430)
3-4(7,984)
5(10,347)
Key Features
Contact Management4.5
Data Import/Export4.4

User insights about the reporting/analytics feature

Reviewers indicate that Salesforce Sales Cloud offers powerful and customizable reporting and analytics features. They value the ability to create detailed reports and dashboards, integrate with tools like Einstein Analytics and Tableau, and track sales performance. Users appreciate the intuitive interface but note that some reports can be complex to set up and may require additional support.

See related user reviews

“This, for my role, is the best part of Salesforce. Creating and saving customized reports is extremely easy. The drag and drop feature allows us to easily add and remove various columns to our report and probably saves 2-5 seconds in report organization because we don't have to "click around." Additionally, the use of Boolean operators is essentially built-in to creating the reports. This takes the guess work out of using these important search tools.”
AT

Aaron T.

Corporate Trainer

“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
visit website
Pros and Cons based on 18,761 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
LiveChat logo

LiveChat

Reviews Sentiment
 
 
 
1-2(19)
3-4(489)
5(1,202)
Key Features
Contact Management5.0
Data Import/Export5.0

User insights about the reporting/analytics feature

Users report that LiveChat's reporting and analytics capabilities help visualize chat statistics and monitor agent performance. They find the prebuilt dashboards useful, though integration with other tools like PowerBI can be challenging. Some users mention that the insights provided are general and would prefer more detailed tracking options.

See related user reviews

“I'm able to easily report on number of customers attended, conversion of visitors to clients and the frequency of communication for clients”
JM

John M.

Lead consultant

“It is fairly hard to integrate livechat to other reporting tools such as powerbi. The prebuikt dashboards are good however and provide thorough statistics”
JD

Jason D.

It analayst

Starting price
25per user /
per month
visit website
Pros and Cons based on 1,710 verified reviews

Effective team collaboration

Extensive integration options

Easy implementation process

Enhanced client communication

Seamless website integration

Frequent connection issues

High costs for small teams

Inconsistent issue resolution

Messaging limitations

See pros and cons details
Insightly logo
Reviews Sentiment
 
 
 
1-2(49)
3-4(359)
5(246)
Key Features
Contact Management4.4
Data Import/Export4.1

User insights about the reporting/analytics feature

Reviewers appreciate Insightly's easy-to-use reporting and analytics capabilities, noting the ability to create customized reports and track KPIs. They find the dashboarding helpful for at-a-glance data but mention limitations in the number of cards and challenges in creating reports across objects. Some users find the free version's reporting features limited and occasionally glitchy.
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“I like the ability to create reports easily based off of the objects within Insightly. It is more challenging if you would like to create reports across objects unless the relationships have already been built between objects outside of the reporting structure. The dashboarding is helpful to have for at a glance data but is limited in the number of cards you can have.”
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Cara B.

Chief of Staff

“The reporting and analytics allows you to generate regular reports or pull them on demand based on your needs.”
Verified reviewer profile picture

Jessi N.

Director of Marketing and Business Development

Starting price
29per user /
per month
Pros and Cons based on 654 verified reviews
Verified reviewer profile picture
Verified reviewer profile picture

Ideal for small businesses

Easy to learn

Enhances team collaboration

Comprehensive CRM tools

Seamless email integration

Frequent issues and bugs

Problems with field updates

Limited email management

Limited reporting capabilities

Confusing and expensive pricing

See pros and cons details
Pipedrive logo
Reviews Sentiment
 
 
 
1-2(61)
3-4(1,026)
5(1,955)
Key Features
Contact Management4.4
Data Import/Export4.5

User insights about the reporting/analytics feature

Reviewers appreciate Pipedrive's reporting and analytics for providing clear insights into sales performance and team metrics. They find the dashboards intuitive and useful for tracking KPIs and identifying trends. However, some users mention difficulties in creating custom reports and the need for more advanced options for larger databases.
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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.”
Verified reviewer profile picture

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

Other Top Rated Online CRM Software with Reporting/Analytics in 2026

AgencyBloc AMS+ logo

AgencyBloc AMS+

The #1 Recommended Insurance Industry Growth Platform

visit website
AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations with solutions to help agencies create efficiencies in sales enablement, quoting, client and policy management, commissions processing, and more.

Read more about AgencyBloc AMS+

Users also considered
Bitrix24 logo

Bitrix24

All in one business management workspace

visit website
Bitrix24 voted #1 free online CRM software. 100% free with unlimited records, sales automation, telephony and email marketing. Over 12 million companies are using Bitrix24. Bitrix24 is available in cloud and on-premise with open source code access.

Read more about Bitrix24

Users also considered
Less Annoying CRM logo

Less Annoying CRM

Category Leaders

For small businesses outgrowing spreadsheets.

visit website
A simple customer relationship manager made just for small businesses. Manage contact info, track leads, and never miss a follow-up.

Read more about Less Annoying CRM

Users also considered
Zoho CRM logo

Zoho CRM

Customer relationship management solution

visit website
All you need is an internet connection. Zoho CRM is a SaaS application that can work across all platforms.

Read more about Zoho CRM

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 an online CRM designed specifically for small businesses, perfectly meeting their unique needs effectively. From multi-channel communication and foolproof automation to intuitive mobile apps, Bigin offers a wide variety of simple yet powerful features, all at a pocket-friendly price.

Read more about Bigin by Zoho CRM

Users also considered
NextAgency logo

NextAgency

Agency management software for life & health agencies.

visit website
NextAgency is an agency management system for life & health agencies that consolidates CRM, marketing automation, compliance, analytics, and optional commission tracking in one configurable platform. Hosted on AWS with 256-bit encryption. Free 30-day trial with no long-term contract required

Read more about NextAgency

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
HubSpot CRM logo

HubSpot CRM

Category Leaders

CRM and lead management solution

visit website
HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Read more about HubSpot CRM

Users also considered
Mokapen logo

Mokapen

The Italian CRM for small businesses.

visit website
Mokapen is a new Italian based CRM for small enterprises and professionals. Manage tasks, contacts, deals and tickets easily: Free. Easy. Italian.

Read more about Mokapen

Users also considered
Maximizer CRM logo

Maximizer CRM

Customer relationship and lead management solution

visit website
Maximizer CRM is a lead management solution designed specifically for the unique challenges that sales teams and managers face. Teams can monitor and achieve revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center.

Read more about Maximizer CRM

Users also considered
Ricochet360 logo

Ricochet360

Customer relationship management and auto dialer solution

visit website
Ricochet360 is an all-in-one auto-dialer, CRM, lead management, and marketing automation platform designed for both inbound and outbound agents looking for a competitive advantage. It enables teams to call a new lead in one second, nurture and engage prospects throughout the entire sales process, and automate most of the daily workflows.

Read more about Ricochet360

Users also considered
Salesforce Sales Cloud logo

Cloud-based CRM and sales automation software

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Read more about Salesforce Sales Cloud

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
Pipedrive logo

Cloud-based CRM solution for salespeople

Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions that matter

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
LiveChat logo

AI-based live chat for customer support and sales teams

LiveChat is a customer service software that enables businesses to communicate with website visitors in real time through chat functionality. The platform includes AI-based chatbots for automating routine inquiries, customizable chat widgets, and proactive chat invitations to engage visitors. It offers integration capabilities with various third-party applications including CRM systems, e-commerce platforms, and marketing tools.

Read more about LiveChat

Users also considered
Nimble logo

Contact management & social relationship solution

Designed for SMBs, Nimble connects all contacts, calendars, communications & social interactions on one platform for streamlined communication & lead nurturing. It is a CRM tool for Office 365 and G-Suite that builds contact management solutions for teams and individuals. It does all the work by integrating with productivity apps such as inboxes and calendars, delivers a streamlined user experience, and was built to help business teams close more deals, faster.

Read more about Nimble

Users also considered
Any.do logo

A simple and poweful workspace to manage your team's work

Any.do CRM adapts to your business: launch in minutes with free templates, custom fields, live dashboards, and time-saving automations. Track every lead on Kanban boards, sync with 6 000+ apps, and close deals faster—inside the workspace 40 million users trust.

Read more about Any.do

Users also considered
EngageBay CRM logo
Category Leaders

Integrated sales & marketing software for growing teams

AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.

Read more about EngageBay CRM

Users also considered
Marketing 360 logo

Marketing Platform For Small Business

Stay organized as you scale and grow
Finally, a CRM that’s easy to use, fully customizable and puts you in control of how you manage your leads, customers, tasks, team, projects, marketing and more. Create your free account to start customizing your CRM today.

Read more about Marketing 360

Users also considered
HoneyBook logo

Client management for freelancers & SMBs

Everything you need in an online CRM: client management, proposals, contracts, payments, & more.

Get started with a 7 day free trial today.

Read more about HoneyBook

Users also considered
Kylas Sales CRM logo

#TheBetterCRM

Kylas is an enterprise-grade CRM that helps businesses manage, track, and store customer-related information in the cloud. Salespeople can access prospect information, create tasks, take meeting notes, and stay on top of their pipeline from anywhere they choose.

Read more about Kylas Sales CRM

Users also considered
Ploomes CRM logo

CRM platform that automates sales and business workflows

Ploomes is a cloud-based CRM that centralizes contacts, deals, and communication in one secure platform. Access your sales pipeline, automate follow-ups, and track results from anywhere. Integrates with ERPs, Gmail, and marketing tools. Plans start at $22/user/month.

Read more about Ploomes CRM

Users also considered
Tripleseat logo

Guest and event management tool for hospitality businesses

Tripleseat is an event management platform for restaurants, bars, nightclubs, hotels, and other unique venues. The solution enables teams to streamline the event booking and planning process, helping businesses increase event revenue.

Read more about Tripleseat

Users also considered

Key features for Online CRM software

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

  • Contact Management: Reviewers value centralizing customer information for better organization, tracking interactions, customizing details, and automating tasks for efficient customer engagement and follow-up. 94% of reviewers rated this feature as important or highly important.
  • Data Import/Export: Users appreciate the ease of importing and exporting large data sets, reducing manual entry, supporting data migration, and ensuring compatibility with various formats and systems. 93% of reviewers rated this feature as important or highly important.
  • Pipeline Management: Reviewers highlight systematic lead tracking, categorization by stages, and easy navigation, which help in effective follow-up, engagement, and overall pipeline progression. 90% of reviewers rated this feature as important or highly important.
  • Lead Management: Users find lead management crucial for prioritizing leads, tracking interactions, automating follow-ups, and improving conversion rates by focusing on high-potential prospects. 90% of reviewers rated this feature as important or highly important.
  • Lead Capture: Reviewers emphasize the importance of integrating lead capture forms, automating information collection from multiple sources, and quick follow-up to enhance lead conversion. 88% of reviewers rated this feature as important or highly important.