CRM with reports and dashboards
A CRM without reports is a list with extra steps. axoCRM ships with saved reports and a sales dashboard so the team can see pipeline value, win rate and activity at a glance.
Where teams get stuck
Pipeline numbers come from spreadsheets
Saved reports replace the weekly export-and-pivot ritual.
Managers don't trust the CRM data
A clean dashboard built from real records gives an honest picture.
Custom slices aren't possible
Custom fields plus group-by reports give you the dimensions you need.
How axoCRM helps
axoCRM gives every workspace a sales dashboard and saved reports built on the live data.
- 1Use the default dashboard out of the box.
- 2Save reports for the views you live in.
- 3Filter and group by your custom fields.
- 4Share saved reports with your team.
- 5Review weekly to spot what's stuck.
Key features
Sales dashboard
Pipeline value, deals by stage, recent activity.
Saved reports
Up to 100 on paid workspaces.
Filters and groupings
Slice by owner, stage, source, custom field.
Pipeline value
Weighted and unweighted views.
Activity reports
See team activity at a glance.
See the full features overview for more.
Simple, annual pricing
If reporting is what's missing from your current setup, axoCRM gives you both the dashboard and the saved reports. Free plan available. Paid plan is $39 / £29 / €35 per user per year — billed annually, no monthly upsell.
- Free plan: 1 user, 250 contacts.
- Paid: $39 / £29 / €35 per user per year.
Related reading
FAQ
- How many saved reports?
- 3 on free, 100 on paid per workspace.
- Can I group by custom fields?
- Yes.
- Can I export reports?
- Yes — CSV export.
- Is there a dashboard out of the box?
- Yes.
Ready to try axoCRM?
Start on the free plan. No credit card required.