Simple and customizable CRM reporting

Feel the beat of your team’s progress and create reports that make sense to you. With our powerful CRM reporting, you’ll always stay one step ahead.

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CRM dashboard

Have a full view of your business

Use our interactive CRM Dashboard to get a glimpse into your business operations.

You can break down the charts by team or even specific member to see if anything needs your attention.

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real-time activity feed

Receive real-time updates

Sometimes you want to not only see what’s been happening but to get a feel for the team’s rhythm.

All updates are displayed in real-time in OnePageCRM’s Activity tab, so just sit back and feel the sales beat.

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custom crm reports

Generate CRM reports in seconds

You know what metrics matter the most. With our flexible CRM reporting, you get exactly the information you need.

Set up custom reports in a couple of clicks and always stay up-to-date with your team’s sales progress.

regular reporting

Get reports into your inbox

Want to keep regular tabs on your team’s progress, make sure your boss is up-to-date or just want to keep yourself on track?

Set up custom CRM reports to be automatically emailed to you or anyone else on your team on a regular basis.

sales forecasting

Create revenue forecasts

Build sales forecasts in just a few clicks to see your sales progress and find out if you're still on track or if any adjustments are needed.

target widget

Stay on top of your targets

With our Target Widget, you can easily concentrate on the KPIs that move your business forward. We'll visualize the progress for you so that you can clearly see if you're on track or need to push a bit more.

Once enabled, the Target Widget appears both on the Contact View and Action Stream.

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Why businesses use OnePageCRM for CRM reporting

Martin Leuschen President at Computrek

OnePageCRM has been a game changer for our sales team. The Next Action sales method and Action Stream ensure we stay on track with leads, actions, and follow-ups. It’s simple and intuitive interface makes it one of the best CRM systems for SMB’s.

MaryLynne Christman Chief Eventor at Collaborative Event Management

This is hands down the top CRM system that I have worked with. It is easy to navigate, it keeps you on track, it is integrated with many apps that I was already using.

Sean Flannery Sales Executive at Natural Green Energy

I can say with hand on heart I have NEVER received better treatment from any other customer support team. The level of professionalism, affability and care of the staff in OnePageCRM is simply unmatched!

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