Comprehensive reporting

Slice and dice data and compile extensive reports that filter on anything in Vivaio CRM from deal flow to employee performance. Use that information to drive insightful decision-making that closes the loop on your business's processes.

  • Contacts by Organizations
  • Contacts without Organizations
  • Contacts by Opportunities
  • Lead by Source
  • Lead Status Report  
  • Opportunity Pipeline  (date from to)
  • Closed Opportunities  
  • Last Month Activities  
  • This Month Activities  
  • Tasks by Assigned To 
  • Tasks by Priority  
  • Open Tasks (date from to)
  • Product Details 
  • Products by Contacts
  • Open Quotes 
  • Quotes Detailed Report   (date from to)
  • Purchase Order by Contacts 
  • Purchase Order Detailed Report  (date from to)
  • Invoice Detailed Report (date from to)
  • Sales Order Detailed Report

 

  • Recently Entered Leads (drop down - 7days, last month, last 30 days, this year)
  • Recently Entered Contacts
  • Recently Entered Contracts
  • Recently Entered Opportunities
  • Recently Entered Tasks

MODULES

  • Users Management
  • Companies & Contacts
  • Leads & Opportunities
  • Quotations & Sales Orders
  • Invoices & Purchase Orders
  • Contracts Management
  • Inventory & Warehouses
  • Tasks Management
  • SMS & Email Campaigns
  • Instant Notifications Suite
  • Communications Module
  • Detailed Activity Log
  • Tailored Reports

MORE


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Email: info@itessentials.me

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