CRM Analytics

Turn Your Sales Data Into Decisions

Reports, charts, cohorts, KPIs and funnels — GetBiz CRM turns raw activity into clear, real-time insight so you always know what is working and what to fix.

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CRM Analytics — GetBiz CRM
Reports
Charts
Cohorts
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How CRM Analytics Works, Step by Step

Turn raw sales activity into clear, real-time insight you can act on.

Collect Data
Every lead, deal and activity flows into the CRM.
Build Reports
Filter and schedule reports on any object.
Visualize
Turn reports into charts and dashboards.
Track KPIs
Monitor targets against real-time metrics.
Find & Fix
Funnels reveal where to improve.

Key Highlights of CRM Analytics

Build any report fast.

Build any report fast.

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

Any object
Filters
Scheduled
No IT
See trends visually.

See trends visually.

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

Bar/line/pie
Funnel
Instant
Shareable
Find where deals stall.

Find where deals stall.

Visualize your pipeline as a funnel to pinpoint the stages where deals leak, so you know exactly where to improve.

Stage view
Find leaks
Conversion
Improve

Benefits of CRM Analytics

Everything You Need for CRM Analytics

1 Reports in minutes

Build reports without waiting on IT.

2 See it visually

Charts make trends and outliers obvious.

3 Live dashboards

Pipeline, activity and revenue at a glance.

4 Track KPIs

Monitor the metrics that matter in real time.

5 Find the leaks

Funnels show exactly where deals stall.

6 Understand segments

Cohorts reveal behavior over time.

7 Data-driven decisions

Act on facts, not gut feel.

8 Always current

Every insight updates in real time.

Key Features of CRM Analytics

Explore everything CRM Analytics brings to your GetBiz CRM.

Reports

Create, filter and schedule reports on leads, deals, activity and revenue.
Any Object
Filters
Scheduled
No IT
Know More
GetBiz CRM reports

Charts

Turn any report into clear bar, line, pie or funnel charts so trends and outliers jump out instantly.
Bar/Line/Pie
Funnel
Instant
Shareable
Know More
GetBiz CRM charts

Cohorts

Group leads and customers into cohorts to see how conversion, retention and value change across segments and time.
Segments
Retention
Over Time
Compare
Know More
GetBiz CRM cohorts

KPIs

Set targets and monitor sales KPIs.
Targets
Real-Time
Dashboards
Alerts
Know More
GetBiz CRM kpis

Funnels

Visualize your pipeline as a funnel to find the stages where deals stall, so you know precisely where to improve.
Stage View
Find Leaks
Conversion
Improve
Know More
GetBiz CRM funnels

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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.

Real-time leave balances and reporting have enhanced our decision-making and workforce planning capabilities.

Vivek Patel
Business Analyst

User-friendly interface and mobile access have increased employee engagement and self-service adoption rates.

Neha Sharma
IT Manager

Seamless integration with our existing HR systems has simplified leave management and reduced data entry.

Rajesh Kumar
HR Director

Ready to get more from crm analytics?

Book A Demo

Our Blog

Blogs

Read more in our blog
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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.
GetBiz Solutions
August 3
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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.
GetBiz Solutions
July 22
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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.
GetBiz Solutions
September 15

Frequently Asked Questions

What is CRM analytics?

CRM analytics is the reporting and dashboard layer of your CRM that turns sales activity and pipeline data into charts, KPIs, cohorts and funnels so you can make better decisions.

Can I build reports without technical skills?

Yes. GetBiz CRM analytics lets anyone build, filter and schedule reports and dashboards with a no-code, drag-and-drop builder.