Analyze Marketing Efforts, Spot Trends and Improve Sales Conversion

Schedule Report Generation
Custom Report Generation
Multiple Filters
Analytical Dashboards

Create Custom Marketing Reports

Managing multiple marketing campaigns can be tedious without the right technical aid. The in-depth marketing reports generated by Worksbot CRM software helps you gain insightful information on campaign metrics, constant lead analysis, customer engagement activities, and more. Use the intellectual market analysis reports to make informed decisions while triggering any marketing campaign and witness maximum ROI. Decision-makers in a business environment are often subjected to high-pressure situations and are forced to make instant business decisions. Our marketing research report software helps you make data-driven decisions that can alter your productivity for good.

Visual Reporting

Worried about spending hours together in analyzing complex reports? Not anymore. Worksbot CRM software simplifies the process of analyzing reports of the complex survey and research data by converting them into various easy-to-understand graphical representations. Replace the traditional reporting with a modern and highly accurate online data reporting system. Choose from a wide range of reporting patterns such as charts, bars, graphs, pie, etc., and customize your reports to suit your business requirements.

Schedule Reports

Marketing executives require to run multiple campaigns offline and online time and again. With our CRM software, keep track of all your campaigns under one platform, and schedule timely reports for individual campaigns to track and analyze the market response. Set benchmarks and constantly revise your marketing strategies until you receive the envisioned response from your audience.
Send automated daily, weekly, monthly, and quarterly market reports to your team members and share business updates to enable complete information transparency to all the working officials involved.

Import and Export Data

Worksbot CRM is a cloud-based, SaaS product which provides free cloud storage for your business and facilitates secure data transfer to smoothen your business operations. It offers a flexible reporting platform that enables you to import files with a single click. Upload and store important files in your CRM software library and access them anytime, anywhere.
Use the data to generate multiple reports and export or directly print them for offline reference.

Custom Dashboards

Unify your marketing reports and campaign metrics all on a single platform. Customize your dashlets to create a massive pool of interactive data and optimize it to derive the best out of your team members. Display crucial analytics such as marketing campaign responses, active social media platforms, recent customer interaction activities, and more.
Encourage your team members to compete in a healthy environment by displaying team performance reports and awarding the best-performing employees.

Real-time Notifications

Marketing campaigns often require constant monitoring to engage with customers and prospects actively. For example, social media platforms like Twitter deal with sensitive audience engagement to maintain brand reputation. Receive real-time updates via email, mobile phones, and desktop notifications and keep your finger on the pulse of the customer engagement.
Delight your audience with prompt responses and drive more leads through your sales pipeline..
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