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Available in: Infusionsoft

Look inside your business with CRM analytics

Visualize traffic, data, or insights using our updated analytics dashboard. Gain the valuable insights your data can provide to make smart business decisions with sales information and stats.

Laptop with screenshot of Infusionsoft Contacts report and graph on it.

Marketing analytics and reporting

Let Keap’s marketing reporting software comb through your millions of data points.

  • Conversions by sales stage, lead source, and other criteria
  • Form completion, email open rates, click-throughs, and more
  • Marketing and campaign performance
  • Contact action
Screenshot of Email deliverability report.

Sales reports

Instantly sift through mountains of data to pull sales reports that will tell you:

  • Revenue by a lead source, contact interests, products, and other criteria
  • Activity history and sales generated by each rep on your team
  • Projected revenue based on your current efforts
  • Activity and revenue from referrals
  • Custom opportunity reports by owner, sales stage, activity, and more

Having Analytics directly in your app lets you track your payments and transactions weekly and monthly to see the ROI on your campaigns and track your payments and transactions to discover the insights you need to drive higher ROI.

Screenshot of Opportunity pipeline and Payments, revenue, and refunds reports.

Billing and account reports

On top of integrating with QuickBooks, Xero, and other accounting software, the platform supports 20+ pre-built billing and accounts reports that track:

  • Sales, receivables, payments, credits, and subscription revenue
  • Income by lead source, product, or invoice
  • Customer lifetime value
  • Orders, failed credit card, and unpaid invoices
Screenshot of the Payments, revenue, and refunds report.

Administrative Reports

If you rely on extended teams, outside experts, or partners, then rely on our reports to give you a top-level view of the activity within your ecosystem:

  • User logins, leads added, contacts added, and updates
  • All tasks by user, type, due date, completion status, and associated notes
Screenshot of the Task note report.

Billing reports

You need to be more scalable as your company grows. Excel spreadsheets and manual reports are time-consuming options for essential customer management, invoicing, and reporting tasks. CRM Analytics allows you to efficiently manage your leads, retrieve billing reports, and track sales simply and cost effectively.

Screenshot of the A/R Aging summary report.

Ready to learn more?

See demo