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— CRM With Reporting Tools —

Elevate Your CRM Data Analysis: Top Custom Reporting Tools

Choosing the Right CRM for Your Moving Business


Your CRM is a treasure trove of valuable customer data. But without the right tools to analyze it, that data remains locked away, hindering your ability to make informed business decisions. This is where custom CRM reporting tools come in.

What are Custom CRM Reporting Tools?

Custom CRM reporting tools go beyond the basic reports offered by most CRMs. They allow you to create tailored reports that answer your specific business questions. Imagine being able to analyze sales trends by region, identify your top performing lead sources, or track customer churn rates – all with a few clicks.

Why Use Custom CRM Reporting Tools?

Custom CRM reporting tools empower you to:

  • Gain Deeper Customer Insights: Uncover hidden trends and patterns in your customer data to understand your audience better and tailor your marketing and sales strategies accordingly.
  • Improve Sales Performance: Identify your most effective sales channels, track key performance indicators (KPIs) for your sales team, and optimize your sales pipeline for faster conversions.
  • Boost Customer Satisfaction: Analyze client input and recognize zones for change in your client benefit forms. This can lead to higher client fulfillment and maintenance rates.
  • Make Data-Driven Decisions: Custom reports provide valuable insights that can inform strategic business decisions, leading to increased efficiency, reduced costs, and overall business growth.


Popular Custom CRM Reporting Tools:

With a variety of custom reporting tools available, choosing the right one depends on your specific needs and CRM platform. Here are some of the top contenders:

Zoho Analytics:

A powerful business intelligence tool that seamlessly integrates with popular CRMs like Zoho CRM and Salesforce. Offers drag-and-drop report creation, real-time data visualization, and advanced analytics capabilities. Pricing: Free plan and paid plans starting at $49 per month.


cloud-based platform that provides a unified view of your CRM data alongside other business data sources. Offers interactive dashboards, data blending capabilities, and advanced drill-down functionalities. Pricing: Available upon request.

Power BI:

popular reporting tool from Microsoft. It integrates seamlessly with Microsoft Dynamics CRM and provides a user-friendly interface for creating custom reports and visualizations. Pricing: Free and paid plans available.


A business intelligence platform known for its powerful data visualization capabilities. Connects to various CRM platforms and allows users to create interactive dashboards and reports. Pricing: Available upon request.


A cloud-based data analytics platform that offers a wide range of features for exploring and analyzing CRM data. Offers advanced data exploration tools and collaboration functionalities. Pricing: Available upon request.


Choosing the Right Custom Reporting Tool:

Here are some factors to consider when choosing a custom CRM reporting tool:

  • Ease of Use: Is the tool user-friendly and accessible for both technical and non-technical users?
  • Integration Capabilities: Does the tool integrate seamlessly with your existing CRM platform?
  • Features: Does the tool offer the features you need, such as data visualization, drill-down capabilities, and real-time reporting?
  • Cost: Does the pricing fit your budget?



Unlocking the power of your CRM data with custom reporting tools can revolutionize your business. By gaining deeper customer insights, optimizing your sales efforts, and making data-driven decisions, you can propel your business to new heights.

Ready to unleash the full potential of your CRM data? Research the best custom reporting tools and discover the one that empowers you to make informed decisions and drive sustainable growth.


Ericson Da Silva.

Ericson has been Working on with CRM and Marketing Automation since 2013 with clients all over the US, UK, Switzerland, Norway, China and Spain. If you have any questions or you want someone to help you implement your CRM solution, you can book a FREE consultation here.