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Reports - 5.0 out of 5 based on 3 votes

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Catalystk CRM Software generates reports of your entire business.

 

In Catalystk CRM we can be able to take reports of your entire business like Leads report, Sales reports, Purchase report, etc.

 

A report is a document that presents information in an organized format which can be taken for a specific period.

 

Benefits:
 
       1. In CRM we can save all the data and get the report for the same in the form of excel, Which gives a quick view of the data.
       2. The reports are taken with GST for a particular financial year, thereby GST filing made easier.
       3. Catalystk CRM Software reports help the customers to make decisions.

Steps:
 
      1. Click the "Reports" tab and then click "Leads Reports" tab.
      2. Click "Time periods" or "Daily Reports" and then enter the specific date in "From date" and "To date" and Click "Create Report".
      3. Click "Download Report" for an excel view.
 
 
NOTE: For any clarifications Kindly contact the support team.

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