Turn daily CRM activity into management visibility
Give every role the information it needs—from today’s pending follow-ups to pipeline movement, service workload and project progress.
Show us your reporting needsExplore analytics
Bring one real workflow. We will show how it could work in TargetCRM.
A report assembled manually is already looking backward
If managers wait for spreadsheet consolidation, inconsistent definitions and missing updates become part of every review.
TargetCRM reports from the work recorded by teams during the day.
Explore analytics
Dashboards
Build role-relevant views for salespeople, managers, service teams and leadership.
Scheduled reports
Deliver recurring reports to selected users on an agreed schedule.
Focused lists
Create actionable lists using relevant filters—for example overdue follow-ups, open quotations or ageing tickets.
Key metrics
Track operational indicators across sales, marketing, support and projects.
Drill-down visibility
Move from a summary to the records behind it so managers can understand the reason, not just the number.
Make reviews about decisions—not collecting updates
Teams work from shared definitions. Managers identify gaps sooner. Leadership receives a more consistent operating view.
Workflow overview
Reporting workspace
Review dashboards, operating lists and the underlying records in one reporting workflow.
- Role-relevant dashboards
- Focused operating lists
- Records behind each metric
A CRM configured for how your team works
Standard implementations take 2–3 weeks when scope, users and data are ready. Complex migration, integrations or customisation can take longer.
Understand
Discuss the workflow and hand-offs.
Agree scope
Confirm priorities, users and data.
Configure
Prepare the system and supported data.
Train & launch
Help teams adopt the new process.
Improve
Support the team and refine.
Support is available through online meetings, telephone, chat and the customer portal. Discuss implementation →
Know what to expect
How long does implementation take?
Standard implementations take 2–3 weeks when scope, users and data are ready. Complex requirements can take longer.
Can we use our existing process?
We review the workflow, then agree what to configure, integrate or handle in a later phase.
Which support channels are available?
Online meetings, telephone, chat and a customer portal.
Bring the report you currently build by hand
We will show what can be produced from live CRM activity.
Discuss your dashboardsReview capabilities
Email our team with your workflow and user count to request a demo.