Reports

Build Any Sales Report in Minutes

Create, filter and schedule reports on leads, deals, activity and revenue — no spreadsheets, no waiting on IT.


Why Teams Choose Reports

Custom Reports

Report on any field or object with drag-and-drop filters.

Scheduled Delivery

Email reports to stakeholders automatically on a schedule.

Drill-Down

Click any number to see the records behind it.

Export Anywhere

Export to CSV or share a live link with your team.
Reports — GetBiz CRM

Works With the Rest of CRM Analytics

Reports connects to every other part of CRM Analytics in GetBiz CRM.

Charts

Turn any report into clear bar, line, pie or funnel charts so trends and outliers jump out instantly.
GetBiz CRM charts

Cohorts

Group leads and customers into cohorts to see how conversion, retention and value change across segments and time.
GetBiz CRM cohorts

KPIs

Set targets and monitor sales KPIs.
GetBiz CRM kpis

Funnels

Visualize your pipeline as a funnel to find the stages where deals stall, so you know precisely where to improve.
GetBiz CRM funnels

Discover the best CRM solutions
with GetBiz Solutions today.

Pricing

Simple CRM Pricing, All the Features You Need

Standard

₹499 /user / month

For small teams getting started with CRM.

  • Lead & contact management
  • Deal pipelines
  • Email integration
  • Basic reports & dashboards
  • Web forms
Start 15 Days Trial
MOST POPULAR

Professional

₹999 /user / month

For growing sales teams that need automation.

  • Everything in Standard
  • Workflow automation
  • Sales cadences
  • Revenue forecasting
  • Advanced analytics
  • Multi-channel (SMS, WhatsApp, chat)
Start 15 Days Trial

Enterprise

Custom

For large teams with advanced needs.

  • Everything in Professional
  • Advanced process management
  • Multiple currencies
  • Custom roles & permissions
  • Dedicated success manager
  • Priority support
Book A Demo

Prices are billed annually. Need something custom? Talk to sales.


Businesses across India love & trust GetBiz!

See why teams choose GetBiz CRM to run their sales.


See Reports in action.

Add Image Description

The Benefits of Automating Your Leave Management System

Learn how automating leave management can streamline HR processes, boost productivity, and ensure compliance with company policies.
Add Image Description

Role of Human Resource Management for Business Success

Explore how Human Resource Management plays a vital role in modern businesses by enhancing efficiency, engagement, and overall organizational success.
Add Image Description

Top 5 HRMS Software in Surat for Effective Workforce Management

Explore the top 5 HRMS software solutions in Surat that are transforming how businesses manage their workforce and HR processes.

Frequently Asked Questions

What can I report on in GetBiz CRM?

You can report on any CRM object — leads, deals, contacts, accounts, activities and revenue — with custom filters and groupings.

Can reports be scheduled?

Yes. Reports can be scheduled and emailed automatically to the right people on a daily, weekly or monthly cadence.