Dive into your data as a team with Reporting.
We like to keep things completely customisable in efficy CRM — and our Reporting feature is no exception. Filter your results to get the information you need, take advantage of pre-made reporting templates, and easily tailor your reports to match your unique business needs.
Showcase insights and patterns, better understand your pain points, forecast, and highlight objectives with clear analytics for all of your projects. In efficy CRM, each user has their own tools to generate, export, and share reports with relevant users.