Saved Searches Crm

Effortlessly create and share reports

Create specific reports for specific data or purposes and share these reports across your workforce enabling them to make quick yet efficient decisions in a timely manner.

Dynamics reports can be created to serve fruitful insights that cannot be accessed by regular reports and analytics. To ensure effective decision-making in your organization, these reports can be shared in different available formats.

Generate more specific reports

Leverage the ‘grouping data’ functionality as well as combine multiple related searches to generate more specific reports to be accessed and leveraged for specific purposes or goals by different departments across your organization.

Using these highly customized and more relevant reports and insights, even complex decisions can be made to enhance productivity and support growth in continuously growing businesses.

Automate Saved Searches data via Workflow

Combining the Saved Searches Functionality with Workflow Automation can help automate report sharing across people in your organization. These reports can be streamlined via email alerts to specific people wherein the email can also be written using built-in generative AI tool.

Easily add Saved Searches to the Report Module

Enhance reports & analytics visibility by adding custom reports generated through Saved Searches to the Regular Reports & Analytics module. This will help increase visibility and strengthen informed decision-making in every corner of your organization.