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Unlock a deeper level of insight with reports

Mastering the insights derived from your customer data is crucial for achieving business success. With Getyn CRM's reporting capabilities, you can thoroughly analyze, monitor, and track the health of your business. These tools provide the essential information you require to make critical decisions. Select from a wide array of more than 40 pre-built reports or effortlessly generate a customized report tailored to your specific needs within minutes.

  • Monitor essential sales metrics using more than forty ready-made reports.
  • Tailor reports to incorporate data from various modules.
  • Transform reports into charts for clear visualization of sales data.
Build full-fledged reports from scratch

The intuitive visual builder simplifies the creation of detailed and accurate reports effortlessly. Simply click to choose the modules for your datasets, include desired fields in your report, and preview it in real-time before saving.

Visualize hidden opportunities by drilling deep into your data

Move seamlessly from an overview of your sales data to detailed specifics. With Getyn CRM's reporting features, you have complete flexibility to organize your datasets as desired, enabling you to derive the essential insights necessary for making critical business decisions.

Expand your perspective by combining reports

By combining multiple reports, you can delve deeper into your CRM data to understand its direct influence on your business decisions. For instance, you can merge expense reports with deal reports to analyze the costs of each campaign relative to the number of deals generated.

Keep your reports organized and in reach

Utilize the advanced search filter to swiftly find reports or add them to your Favorites folder for instant access. All reports you generate are automatically categorized into folders such as Campaign Reports, Forecast Reports, and Deal Reports.

Share and schedule reports with fine-grained access

Share your reports with precise control over visibility: opt to share with specific users or groups based on their roles or territories. Getyn CRM allows you to schedule reports automatically on a daily, weekly, monthly, or yearly basis, delivering them to your colleagues, executive management, and even users outside of Getyn CRM.

Convert reports to dashboards and visualize your data in seconds

Instantly transform reports into charts or tables and integrate them into your personalized dashboard. With a simple click, convert your reports into various formats such as column, donut, pie, bar, line, table, funnel, area, and heat map charts.

Get a complete picture of your AdWords spending

Identify your most profitable Google AdWords campaigns using specialized reports in Getyn CRM. Analyze your sales team's performance in detail through call or activity reports. Gain insights into your website visitors with comprehensive data on the contacts browsing your site.

Take your numbers game to the next level with Advanced CRM Analytics

Leverage Getyn Analytics for advanced CRM Analytics, enabling analysts to integrate data from any source and generate impactful reports and dashboards. Empower sales and marketing teams to enhance business decisions with data-driven insights and boost your profitability.

40+ built-in reports for quick insights
Sales Reports
  • Salesperson's performance report
  • Deals closing this month
  • Pipeline by stage and probability
  • Revenue this month
Marketing Reports
  • Sales cycle duration by lead source
  • Campaigns revenue
  • Leads who visited your website
  • Leads by keyword
  • Deals closed from Google AdWords campaign leads
Activity Reports
  • Live chats answered this month
  • Check-ins by salesperson
  • Lead conversion by owner
Simplest Pricing, Full Loaded Features

30 Days Assurance

30 Days Money Back Guarantee

Intuitive UX

Better adoption, easier training

24x5 Support

Round the Clock Support

Pricing Includes Access to All Getyn Apps
G CRM | G Campaigns | G Social | G AI Writer | G Chat | G Voice
Go Monthly

$29/user/month
Getyn CRM Features :
  • Contact Management
  • Sales Automation
  • Project Management
  • Task Management
  • Marketing Automation
  • Reports & Analytics
  • Invoices
  • Estimates
  • Proposals
  • Web Forms
  • 24x5 Support
Buy Now Start Trial

7 days free trial

Go Annually Save 30%

$244/user/year
Getyn CRM Features :
  • Contact Management
  • Sales Automation
  • Project Management
  • Task Management
  • Marketing Automation
  • Reports & Analytics
  • Invoices
  • Estimates
  • Proposals
  • Web Forms
  • 24x5 Support
Buy Now Start Trial

7 days free trial

Need help with our plans?
Key Product Features List
  • Sales force automation
    Basic modules
    Included in all plans
    Task, Calls, Events
    Included in all plans
    Advanced Filters
    Included in all plans
    Multiple Pipelines
    Included in all plans
    Scoring Rules
    Included in all plans
    Sales Forecasting
    Included in all plans
    Email Insights
    Included in all plans
    Multiple Currencies
    Included in all plans
    Macros
    Included in all plans
    SalesSignals
    Included in all plans
    Assignment Rules
    Included in all plans
    Multiple Scoring rules
    Included in all plans
    Custom SalesSignals
    Included in all plans
    Email Parsers
    Included in all plans
    Data Entry Wizards
    Included in all plans
    Portals
    Included in all plans
  • Automation and process management
    Workflow rules
    Included in all plans
    Email notifications
    Included in all plans
    Blueprint
    Included in all plans
    Webhooks
    Included in all plans
    Record approval process
    Included in all plans
    Data review process
    Included in all plans
    Custom functions
    Included in all plans
    CommandCenter
    Included in all plans
  • Product customization
    Homepage customization
    Included in all plans
    Rename tabs
    Included in all plans
    Custom list view
    Included in all plans
    Custom field
    Included in all plans
    Canvas
    Included in all plans
    Tab groups
    Included in all plans
    Validation rules
    Included in all plans
    Custom modules
    Included in all plans
    Custom buttons
    Included in all plans
    Page Layouts
    Included in all plans
    Tanslations
    Included in all plans
    Developer sandbox
    Included in all plans
  • Reports and analytics
    Predefined reports
    Included in all plans
    Predefined dashboards
    Included in all plans
    Custom reports and dashboards (Limited)
    Included in all plans
    Basic dashboard components
    Included in all plans
    Analytics mobile app
    Included in all plans
    Custom reports and dashbaords (Unlimited)
    Included in all plans
    Advanced dashboards components
    Included in all plans
    Anomaly detectors
    Included in all plans
    Webforms analytics
    Included in all plans
    Getyn Analytics
    Included in all plans
  • Marketing automation
    Email templates
    Included in all plans
    Email authentication
    Included in all plans
    Mass email
    Included in all plans
    Social profile integration
    Included in all plans
    Email relay
    Included in all plans
    CRM for Google Ads
    Included in all plans
    Attribution
    Included in all plans
    Segmentation
    Included in all plans
    Auto-responders
    Included in all plans
  • Security
    Profiles
    Included in all plans
    Role-based hierarchy
    Included in all plans
    Multiple organizations
    Included in all plans
    GDPR compliance
    Included in all plans
    CRM audit logs
    Included in all plans
    IP address restriction
    Included in all plans
    Field-level security
    Included in all plans
    Reporting hierarchy
    Included in all plans
    Record-level sharing
    Included in all plans
    Territory management
    Included in all plans
    Data encryption
    Included in all plans
Frequently Asked Questions
  • What is Getyn CRM Software and how can it benefit my business?

    Getyn CRM Software is a comprehensive customer relationship management platform designed to help businesses manage interactions with their customers, streamline processes, and improve customer satisfaction.

  • Is Getyn CRM Software suitable for businesses of all sizes?

    Yes, Getyn CRM Software is designed to accommodate businesses of varying sizes, from small startups to large enterprises, offering scalable solutions tailored to meet different needs.

  • What key features does Getyn CRM Software offer for managing customer relationships?

    Getyn CRM Software provides features such as contact management, sales pipeline tracking, lead nurturing, task and activity management, customer communication history, and reporting analytics.

  • Can Getyn CRM Software be customized to match our unique business processes?

    Absolutely, Getyn CRM Software offers customization options that allow you to tailor the system to align with your specific workflows, terminology, and business requirements.

  • Does Getyn CRM Software integrate with other software and tools we already use?

    Yes, Getyn CRM Software offers integrations with popular tools such as email clients, marketing automation platforms, and productivity software, enabling seamless data flow between applications.

  • How does Getyn CRM Software assist in sales and lead management?

    Getyn CRM Software offers lead scoring, opportunity tracking, sales forecasting, and collaboration tools, empowering your sales team to effectively manage leads and close deals.

  • Can I use Getyn CRM Software to improve customer support and service?

    Certainly, the software provides features for tracking customer interactions, managing support tickets, and maintaining a knowledge base, enhancing your ability to provide exceptional customer service.

  • Is data security a priority for Getyn CRM Software?

    Yes, Getyn CRM Software takes data security seriously. It employs encryption, access controls, and regular security updates to ensure the safety of your sensitive business and customer data.

  • Does Getyn CRM Software offer mobile access for on-the-go productivity?

    Yes, Getyn CRM Software typically offers mobile apps or responsive interfaces, allowing you to access critical customer information, update records, and manage tasks from your mobile devices.

  • What kind of support and training does Getyn CRM Software

    Getyn CRM Software offers customer support through various channels, including email, phone, and online chat. They may also provide documentation, tutorials, and training resources to help users make the most of the software's capabilities.

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Getyn Cloud CRM
Drive more revenue by connecting sales and marketing
  • Get increased visibility into customer needs.
  • Lead customers down the pipeline faster and close more deals.
  • Streamline processes and coach sellers.
Getyn Cloud Campaings
Boost Revenue with Seamless Email Marketing
  • Gain unparalleled insights into customer preferences and behaviours.
  • Nurture leads effectively, accelerating conversions and revenue.
  • Simplify workflows and empower marketers for optimal results.
Getyn Cloud Chat
Elevate Customer Engagement through Advanced Getyn™ Chat Platform
  • Gain real-time insights into customer inquiries and preferences.
  • Guide customers seamlessly, leading to enhanced satisfaction and conversions.
  • Streamline communication processes and empower support teams for success.
Getyn Cloud AI Writer
Unleash Creativity with Getyn™ AI Writer App.
  • Access a versatile tool for generating high-quality, original content.
  • Enhance productivity by automating content creation across various topics.
  • Refine and customize AI-generated content to align with your unique voice and style.
Getyn Cloud Social
Amplify Online Presence with Cutting-edge Getyn™ Social Media Management App.
  • Attain comprehensive understanding of audience behaviors and trends.
  • Strategize and execute campaigns for maximum reach and impact.
  • Simplify content scheduling and collaboration, revolutionizing your social media strategy.
Getyn Cloud Voice
Maximize Insights with Getyn™ Call Tracking & Analytics.
  • Obtain comprehensive data for a deep understanding of call performance.
  • Optimize marketing strategies and customer interactions to drive growth.
  • Streamline processes and refine customer experiences based on actionable insights.
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