reports
Real-time Reports for marketing and sales
Visualize key metrics of campaigns, sales, and automations in real time. Everything centralized, with no spreadsheets needed.
Gut feelings are good, data is better
What are reports in Clientify?
Reports in Clientify allow you to analyze all your marketing, sales, and automation actions in real time from one place.
You’ll see what works and what doesn’t, measure your team’s performance, and share automatic reports without the need for Excel or external tools.
Complete control over your results
Why use automatic reports?
- Data-driven decisions: see which campaigns and actions have the most impact.
- No spreadsheets: forget about exporting and organizing data manually.
- Total visibility of the funnel: measure opens, clicks, conversions, and reasons for drop-off.
- Team metrics: manage tasks, response times, and productivity.
- Customizable reports: share dashboards via email with your team.
How can you apply it?
Use cases: automatic reports
Education
Lead Tracking: Analyze leads by campaign, enrollment rate, and performance of each academic advisor.
Industry and Manufacturing
Product Sales Control: Visualize the evolution of budgets, conversions, and closures by business line.
IT and Software
Demo and Onboarding Measurement: Evaluate the source channel, duration of the sales cycle, and conversion rate after the demo.
Marketing Agency
Client and Channel Reports: Measure the performance of each campaign, type of lead, channel, or salesperson.
Travel Agency
Reservation Control: View inquiries, budgets sent, closures, and response times.
Health, Beauty, and Wellness
Promotion Performance: Reports on scheduled appointments, active campaigns, and customer behavior.
They already use Clientify
BOOST YOUR RESULTS WITH Reports
Try ALL features for 14 days free.
Get 14 days free with unlimited access to ALL of Clientify and then choose the tools you want to use (and pay for).
It’s better to decide after you’ve tried it out, don’t you think?
CLIENTIFY CONSULTANT TEAM
Count on a Clientify expert by your side for 4 months. We provide unlimited support to implement your new platform from start to finish.
What happens next? Keep counting on all the help from Clientify to digitize and scale your business.
