Use prebuilt reports to quickly get started. Customize reports to meet your specific CRM needs.
“The endless filters, groupings, and measures Easy Insight offers has provided us the flexibility to view our project data unlike we have before.”
Build the Teamwork CRM reports and dashboards you need to improve conversion rates, accelerate sales cycles, and meet your quotas. Chart your sales and map your leads. Merge in data from your other SaaS systems to get a full view of your business.
Improve sales productivity by quickly updating contacts, companies, and deals right from reports. Identify dirty data with reports, and fix the data right from the same reports.
