Reporting

  • 50+ built in reports
  • Monitor key metrics and KPIs
  • Export reports to PDF, Excel and Word
  • Schedule reports to be emailed to you and others

Integrated CRM reporting and KPI Tools

IntelliO provides you with the cutting edge reporting you need to analyse how your business is performing.

CRM that enables you to customise your own reports

Your business is unique so as well as providing off the shelf reporting, we give you all the tools to configure your own reports or extend the pre-built report templates.

Built in report and query designer
Add charts, gauges, images and tables
Use industry-leading tools like Microsoft SQL Reporting Services (SSRS) 

Get Full Visability of Your Business

IntelliO provides extensive reporting tools to ensure you can keep track of every aspect of your business, from leads converted and revenue generated, to user tasks completed.