CRM Reports: Key Features, Benefits & How To Create Them
TechRepublic, Wednesday, March 12th, 2025
Discover what CRM reporting is and how it benefits businesses. Learn about making a CRM report, its key features, and the best practices for managing them.
A CRM report is an analytics tool built into a customer relationship management (CRM) system that provides users with data and insights into their customers, activities, sales, and performance. It often uses visual elements such as charts and graphs to convert CRM data into digestible and actionable insights.
A customer relationship management report summarizes a business or organization's performance during a specified time. They also highlight opportunities that you can leverage to drive growth and sales.