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CRM Dashboard

Teamwork CRM Reports and Dashboards from Easy Insight

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Report

Create beautiful sales reports and dashboards

Extend

Add custom calculations and combine additional web apps

Take Action

Update leads and deals right from your reports

Teamwork CRM Reports Made Easy

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. Drill down into the specific deals, leads, and activities.

Sales Dashboard

Full Picture of your Teamwork Data

Create dashboards that combine your Teamwork CRM data with your Teamwork Projects and Teamwork Desk data to provide a single view of your sales, support, and projects. Add further systems to keep building a full view of your business.

Dashboard of Design Process

Integrate and Automate

Use integrations to click on a deal and create a project in your project management system, then track its metrics between sales and services in a single dashboard. Automate workflows to move data between systems, saving yourself from tedious manual work.

Integration Sample
RESOURCES
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