Reports

Monitor Performance Across Reps and Teams

See how conversations and opportunities are moving, in the same workspace where the work happens, so you do not have to rebuild the picture in a spreadsheet.

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This week

Conversations: Live data
Open deals: Live data
Follow-ups due: Live data

By rep

Alex
Maria
Sam

Illustrative layout. Figures come from your own workspace.

Activity and pipeline in one view

You Cannot Manage What You Cannot See

When conversations live across several apps and the pipeline lives somewhere else, building an honest picture of the week means exporting data and stitching it together by hand.

Without Reporting in the CRM

Activity is spread across separate tools
The pipeline view and the conversations disagree
Reviews depend on manually assembled spreadsheets
Problems surface later than they should

With Connect-CRM

Conversations and deals are already in one place
You can see activity across reps and teams
The picture comes from the same data reps work in
Reviews start from something everyone recognizes

Why Reporting Belongs in the CRM

One Source of Truth

Reporting reads the same records your team works in every day.

Across Reps and Teams

Compare how work is progressing beyond a single person's view.

Conversations Included

Because messaging lives in the CRM, activity is part of the picture.

Less Manual Assembly

Spend review time discussing the numbers, not rebuilding them.

How Reporting Works

Your team works in Connect-CRM, and the same records become the basis for how you review performance.

Step 1

Work Happens in the CRM

Conversations, contacts, and deals are captured as your team works.

Step 2

Records Stay Connected

Each message and opportunity is linked to a client profile.

Step 3

Review the Picture

Look at how conversations and opportunities are progressing.

Step 4

Act on What You See

Adjust priorities and follow-ups while the week is still live.

A Picture Built From Real Work

Reporting is only as good as the data underneath it. Because Connect-CRM captures conversations and opportunities in the same workspace, what you review reflects what actually happened rather than what someone remembered to log.

See activity across reps and teams
Follow opportunities through your pipeline stages
Base reviews on records the team already uses
Spot stalled conversations sooner

Explore Pipelines

Reporting Is Part of Connect-CRM

Reporting reads the contacts, conversations, and opportunities already in your workspace.

Starter
€39
per user / month, billed annually
Included
Growth
€69
per user / month, billed annually
Included
Scale
€129
per user / month, billed annually
Included

Reporting depth can differ by plan. Check the pricing page or contact sales for what your team needs.

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Frequently Asked Questions

Reporting is built around the work already in your workspace: how conversations and opportunities are progressing across reps and teams.

See How Your Team Is Really Performing

Start your 14-day free trial of Scale and review conversations and pipeline from one connected workspace.

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