Reports
Consulting CRM moduleReports present conversion rate, pipeline distribution and per-consultant performance in charts. Pick a date range and export as PDF.
Product preview
Reports
Monthly won deals
Conversion
34%
Avg cycle
18d
Lost
12%
Example scenario
Example scenario
A report ready for the monthly meeting
For the month-end meeting, the manager pulled conversion and consultant performance as a PDF in one click.
- 34%
- conversion visibility
- 1 click
- PDF export
- 0
- manual math
FAQ
Questions about this feature
Reports
How are reports computed?
Computed on the fly in the browser from customer and activity data; no batch job to wait for.
Can I pick a date range?
Yes; report cards recompute for the period you select.
Is there export?
You can export report cards as PDF.
Other features
Pipeline
Drag-and-drop stage management: first touch → outcome.
Customers
Company card, sector, consultant assignment, estimated grant/fee.
Tasks & Agenda
Customer-linked tasks and an appointment calendar.
Activity & Notes
Visit, call, meeting logs; structured notes.
Cost quotes
Consulting fee proposal documents.
Ready to bring your business onto one platform?
Create your organization in minutes and enable exactly the modules you need.