It’s the 10th of the month and you don’t have your month end reports yet. Managers need timely reporting information at their fingertips - searching through email for a report is a frustrating waste of your valuable time. Waiting for weeks for a report is frustrating.
What if you could have all reporting (current and historic) centralized in a single portal? What if you could have graphs in that portal that allowed you to drill down with a single click to find the details behind the graphs? What if your reporting package could include reports from all department that report to you? What if you could easily and securely share specific report with team members or board members?
With SatuitCRM® Executive Portal, there are no “what ifs”. Our automated report packaging can collate and organize reports by department and deliver them securely to your desktop or tablet. And once you log in to the portal, you can see both current and historic reports, all organized by department. You can also view your SatuitCRM sales data in real time graphs.
The Executive Portal is completely integrated with SatuitCRM and it has the added advantage that your managers do not need to log in to the CRM to view or download reports.