Reporting

Easily create custom reports and dashboards

Create unlimited custom reports and dashboards

Create interactive reports to track outbound and inbound activity, sales rep performance, and more. Place reports on dashboards to survey your growth in a glance and click-thru the report into the source data so no question goes unanswered.

Track pipeline changes

FreeAgent CRM helps keep track of every single material pipeline change so sales managers always know what’s what. No need to buy an additional analytics product to solve this. We take a daily snapshot of all your deals and provide a simple interface for sales managers to analyze historical pipeline variances.

Report on your Custom fields too

Unlike other CRM’s, our custom fields are immediately available to filter, search, and report on. Incredible!