Feature
Reports
Know what is happening across your pipeline before the month ends.
How It Works
Reports in AliveCRM
Leads worked
Activity recorded
Report generated
Exported or acted on
Overview
Reports
AliveCRM includes built-in reports for lead pipeline, source performance, sales-rep performance, follow-up compliance, form performance, projects, catalog, user activity and the conversion funnel — each exportable to CSV or PDF.
- Lead pipeline and conversion funnel
- Source performance and form performance
- Sales-rep performance and follow-up compliance
- Project and product/service reports
- CSV and PDF export
RS
Qualified
Rahul Sharma
Example Technologies
SourceWebsite Form
StatusIn Progress
OwnerSales Team
Next Follow-upTomorrow, 11:30 AM
Lead Captured
Assigned to Sales Team
Called — Interested
Follow-up Scheduled
In Practice
What You Get
Lead pipeline and conversion funnel
Source performance and form performance
Sales-rep performance and follow-up compliance
Project and product/service reports
CSV and PDF export
Stop Losing Leads. Start Managing Them.
Capture every opportunity, give your team the right information and follow up at the right time.