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Feature Tour

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13_reporting

Easy to Read Reports

Karma has a number of options for organizing and viewing reports thus providing you with visual queues on your sales team’s performance.

Want to see which sales person is bringing in the most leads? Need a quick overview of all of your upcoming proposals? Just a glance will let you know exactly where you stand with each client.

 
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Simple Custom Report Builder

Solid reporting is at the heart of any good CRM. We have worked hard to make it very simple to create, print and export custom reports.

 
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Currency Conversion

KarmaCRM allows you to select a default currency, and all deal amounts will be converted to that currency (based on most recent conversion rates from Google). This allows you to view deal totals in a currency that is familiar to you.

 
 
 


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