Reporting & Analytics
Real-Time CRM Insights
Understand lead sources, ownership, and engagement patterns. Closer's built-in reports give you real-time visibility into the health of your contact data and outreach activity.
Without clear reporting, sales teams fly blind. It's hard to know where leads come from, who owns them, or how engaged your contacts are. Closer's analytics keep your team aligned and your pipeline healthy.
How It Works
- Lead Source Report: Breakdown of how leads entered the system (LinkedIn, Google Contacts, or unknown sources).
- Lead Distribution by Owner: See how contacts are assigned across team members or remain unowned.
- Contact Type Distribution: Understand the mix of customers, partners, advisors, and unknowns.
- Engagement Timeline: View recent activity volume across your CRM to track periods of high or low engagement.
- All reports update automatically and reflect the current state of your CRM. No setup, no external tools—just a clear view of how your contact base is growing and performing.