Reporting Filters For Custom Reports

All the features that make the selling easier for your team & manage the whole lifecycle of a customer.
helps your business to smoothen out the sales process with a set of essential tools.
  • Contact Management
  • Invoicing
  • Marketing Automation
  • Helpdesk
  • and more...
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Custom Reporting Filters For CRM
Custom Reporting Filters

Build reports as per your requirement. Custom reports helps to fetch the data from CRM, which is most important to you.

Save Time with Automation. Time-efficiency is probably one of the most important benefits of custom reporting. Instead of gathering data, preparing and crunching the numbers in Excel, and then having to create the report, for example, in PowerPoint, you could use our reporting tool that does all of that for you.

Pull The Right Data When You Want With Custom Reporting Filters

Create a filter once and use it anywhere in the CRM. No need to select tons of options every time you want to pull data.
Create Once, Use Anywhere

Filter once created can be used anywhere in the CRM. It saves your time and your data is available whenever you want.

Control The Data

Multiple filter options allows you to control the data flow to the specific data points. E.g., leads created by user X, who were not contacted in past 20 days.

Bulk Transfer

Use the filters to transferring the leads from one user to another to delete them in bulk.

Use For Marketing

Same filters can be used for bulk email & sms marketing. So you will know that you are running campaigns on updated data.

All the essential tools to run your business smoothly...

Best Features Of

We don't compromise on the features just because we are selling an affordable CRM.
Contact Management
Contact Management
Manage your contacts like a boss, every communication, every minute detail at your disposal in seconds.
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ZipCall Click-to-Call
User Engagement
Connect with your website visitors and get more leads from your same marketing efforts.
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Invoicing
Invoicing
Send invoices to your customers in a jiffy. All the details are automatically fetched from CRM.
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Helpdesk & Ticketing
Ticketing System
Better support helps to retain customers & let them self resolve their issues. With proper ticketing system you can offer 24x7 support.
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Marketing Automation
Marketing Automation
Automate your marketing & run campaigns without human intervention. Send Email, SMS, WhatsApp messages on rulesets based on your business needs.
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Workflows
Workflows
Let your actions start a chain reaction to update the CRM or perform actions like sending an email to user or customers.
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Bulk Email Campaigning
Bulk Email Campaigns
Email is still has the best RoI. Run bulk email campaigns right from the CRM panel using any email service provider.
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Bulk SMS Campaigning
Bulk SMS Campaigns
SMS is cheap and gives you best open rate. Run the bulk email campaigns right from the CRM panel using any SMS service provider.
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Custom Forms
Custom Forms
Create forms as per your requirement and attach to the customer's profile. Get the data as you want and require.
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Deals Management
Deals Management
Always have your sales pipeline on your fingertips. No need to ask your team members or searching on the CRM.
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Proposals Management
Proposals
Create custom proposals for your customers and send them as a PDF attachment. You can also create templates which can be used by every employee.
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Virtual Assistant Daily Digest
Daily Digest
All the tasks, missed followups, recommendations on a single screen. Get charts & graphs about sales performance and take actions on it.
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Employee Tracking System
Employee Tracking
No more guess work on whether your field employees are working or not? Get real-time reporting & location on your mobile or web-panel.
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Lead Management
Lead Management
Automatically distribute leads to multiple users based on different parameters, shifts and work load.
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File Manager
File Manager
Upload files like KYC documents, proposals, images, zip-docs or anything related to customers and access them anywhere.
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Fully Customisable
Fully Customisable
Fully customisable CRM based on your requirements. Add products & services, lead status or almost anything.
Third Party Integrations
Integrations
Ready to use integrations with most popular sites used for lead generation like Google-Ads, Facebook/Instagram, JustDial, IndiaMart.
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Filters For Reporting
Filters
Create your own filters to get custom reports based on exhaustive search criteria. Create any type of report easily.
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Task Scheduling
Task Scheduler
Create & schedule tasks to get a reminder automatically before the meeting or followup. Forgetting a meeting is a thing of past.
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Webhooks
Webhooks
Send data to any third party software easily. A simple way to use one-way APIs.
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Escalations For Approval Management
Escalations
Automate approval management with custom forms and processes. Improve turnaround times for approvals.
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Subscription and Membership
Subscriptions
Manage memberships & subscriptions of your customers in a single interface. No more excel sheets to get their renewal dates.
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Universal Contact Form
Contact Form
Generate leads from any platform (Social Media, Email, SMS etc) without any website. It's Free!!
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Believe us, the list doesn't end here, we have just started.