CRM Reports by Email

CRM Reports by Email
Polus Digital Solutions
Darmowe
zakupy w aplikacji
Instaluj
Zrzuty ekranu
This app allows multiple reports to be configured and sent as CSV files to recipients who are either internal users or external parties. For example, a referring person or agent can be sent a report concerning the progress of the leads which were referred by him or her.
Any set of fields can be included in the report, and filtering by any fields is supported. Reports are sent daily, weekly, or monthly.
Reports can be sent to a dynamic set of recipients, or configured to send to a specified list of emails. Multiple reports are supported.
The 10-day trial is completely free. Continued use of the app costs $5 / month.

Wersja 2

  1. UI fix
  2. Added deals support

Wersja 1
This app allows multiple reports to be configured and sent to recipients who are either internal users or external parties as CSV files. For example, a referring person or agent can be sent a report concerning the progress of the leads which were referred by him or her.
Any set of fields can be included in the report, and filtering by any fields is supported. Reports are sent daily, weekly, or monthly.
Reports can be sent to a dynamic set of recipients, or configured to send to a specified list of emails.  Multiple reports are supported.

Site for contacts: polus.io.
Install the app. Note that configuration of the reports can only be done by account administrators. Configuration of the reports is done entirely in the report interface. As of Version 2, both Leads and Deals are supported for reports.