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  • Analyze Results. Take Action.

    Important data delivered effortlessly

    Schedule auto-distribution of your critical reports so you don’t have to remember.

    Customize the fields on your reports, and keep everyone focused on the data you care about.

    Export reports to CSV or Excel to allow for even deeper research.

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    Yes. We have a report for that.


    Lead activity and sales reporting will help you hold your marketing and sales efforts accountable.

    • Filter by source type, activities, salesperson, rating and more.
    • Easily personalize which fields display on your report, and keep everyone focused on the data you care about.

    Website analytics

    Inventory reporting

    Stacking plans

    Have a Question?

    If it's in the system, we can report on it.

    Custom 'Smart Lists' can be saved for easy ad-hoc custom reporting.

    • Any data on any customer can be sorted, filtered, exported or printed to PDF.
    • Each user has the ability to create and modify their own Smart Lists.

    More complex and individual needs may require setting up a custom report. Don’t worry! We can do that too. 

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