Automated Reporting

Experience the power of our comprehensive reporting service for iTech CRM. With our expertly crafted manual or automatic report generation, you gain access to over 20 vital reports that provide invaluable insights into your business operations, productivity, and financial performance.

With ReportPlus, you can leverage data to uncover growth opportunities, mitigate risks, and drive your business forward. Experience the power of insightful reporting tailored to your specific needs.

20+ Built-In Reports:

  • Total Customers: Track the number of customers in your system.
  • Projects Total Logged Hours, Billed Hours, Expenses, and Billed Expenses: Monitor project-specific metrics.
  • Total Expenses: Monitor and analyze your overall expenses.
  • Total Contracts: Get an overview of the total number of contracts.
  • Total Leads: Keep a count of all the leads in your system.
  • Total Converted Leads: Measure the number of leads successfully converted into customers.
  • Income vs Expenses: Compare your income and expenses to assess financial performance.
  • Top 10 Staff with Most Converted Leads: Identify team members who excel in lead conversion.
  • Top 10 Staff with Most Completed Tasks: Recognize team members with high task completion rates.
  • Top 10 Staff with Most Closed Tickets: Acknowledge staff members who efficiently resolve customer tickets.
  • Expenses Based on Categories: Categorize and analyze your expenses for better budget management.
  • Payments Based on Payment Modes: Monitor payment trends across different payment modes.
  • Tasks Report: Evaluate task progress and completion rates.
  • Tickets Report: Analyze ticket status and response times.
  • Invoices Report: Gain insights into your invoicing activities.
  • Proposals Report: Monitor the status of proposals sent to clients.
  • Estimates Report: Assess the status and details of your project estimates.
  • Projects Report: Track project progress and milestones.

Features:

  • Generate Manual Reports
  • Manage Generated Reports
  • View Generated Reports
  • Download Reports as PDF
  • Setup Automated Reports
  • Receive Reports via Email
  • Report Types
  • Report Menu

Our system is built on open-source code developed by elite programmers. We focus on providing customization, third-party plugins, and professional support to ensure our system is flexible and meets your specific needs.

Please be aware that we are not the original developers of all the products listed on our website. The code we host may be sold in multiple places or markets with varying prices. Our pricing is centered on offering support and customization rather than selling the actual code.

For any plugins that require a license, we will provide you with an original key directly from the developers. We do not use or distribute fake or hacked codes, ensuring your code is secure and you receive all necessary updates.

$325.00

Please note that our updates won’t cause the plugin to crash or stop working. If the plugin does crash at any time, we’ll fix it for you. Our updates will add new features. You have the choice to decide whether or not to get the update.

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