Small Business CRM reporting

Configurable dashboards

Whenever you need to talk to a contact, make sure you start from the timeline. Here you can see all sales, quotes, notes, updates and other information that will help you make the most from the call.

Once you're done you can schedule the next meeting, create or edit a quote or go all the way through to allocate payment.

Sales funnel reporting

Track contacts through Suspect, Prospect, Lead to Customer with powerful on-screen reminders to ensure that you keep in touch with the most important contacts regularly.

Contact status trending

How fast are contacts moving through your pipeline? Where are they dropping out? How long are your sales staff taking with each?

Lead source reporting

Where did your contacts come from? Use Brightpearl to track all your marketing lead sources, and report on these all the way down to Profit and Loss without needing to do any manual work at all.

Your CRM is the same system as your quotes, sales and accounting.