Table of Contents
The Reports sectionin Intellent CRM is a powerful tool that allows businesses to gain valuable insights from their data and track key performance indicators (KPIs). This module helps businesses make data-driven decisions, track customer interactions, monitor sales performance, and streamline their processes by providing clear, actionable reports.
Why it’s important: #
- Provides insights into sales, tasks, invoices, and other key metrics.
- Allows businesses to monitor trends and identify areas for improvement.
- Enhances decision-making by tracking performance data.
- Helps businesses with financial auditing, forecasting, and goal setting.
