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Solve CRM Dashboard

Solve CRM Reporting Made Easy.



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Custom Solve CRM Reports

Create custom Solve CRM reports and dashboards to keep your projects on track and your customers happy. Take advantage of prebuilt reports to quickly get started. Generate charts, maps, calendars, and more. Send your Solve CRM reports to the rest of your team every morning by email or Slack.

Solve CRM Report Editing

Dashboard of Combined Systems

Extend and Combine

Extend your Solve CRM data with information from spreadsheets or Google Docs. Create dashboards consolidating information from your CRM, support, and financial systems to create a single view of the client to ensure that your top leads get the attention they need. Want to add a custom sales channel to your Solve CRM opportunitioes? Create one in Easy Insight and set the values right from your reports.


Optimize your Sales Process

Take advantage of Easy Insight's process functionality to look at how quickly deals are going from step to step and how many opportunities are currently in each step, all in a couple of clicks.

Dashboard of Design Process