AI automatically creates sales reports. Daily, weekly, monthly.
AI automatically pulls data from your CRM, analyzes it, and creates reports.
Save 90% of the time you currently spend on report creation.
Reports are automatically sent to the right people at the right time.
Connect your CRM, ERP, or other data sources.
Specify which metrics and KPIs should be included in the reports.
Set schedule (daily, weekly, monthly) and distribution list.
Always have an overview of team performance without manual work.
Receive automated summaries of sales performance.
Track your own performance and identify optimization potential.
Automatic revenue reports for forecasting and planning.
Install the Sales Report Automation in under 5 minutes.
Install NowTry for free. No credit card required.