Аналитика и отчеты продаж в CRM-системе

You don’t know why sales fall through

Managers move customers through the pipeline, but the process is out of control. It’s hard to find the reasons for losses and the weak spots to fix.

Customer communication is hard to manage

Do chat and phone operators respond on time? Is the communication good? Which channels are the most active? You’re missing key metrics.

Calculating profit takes too long

Every month, owners spend hours collecting all sales and expenses, especially in different currencies.

Expenses are hard to track

There are many types: per order or appointment, plus general costs (office, materials, etc.). Summing them up at month-end isn’t easy.

It’s hard to spot your best products or services

Sales and booking stats are either missing or scattered across stores and branches, so it’s hard to tell what sells best.

You don’t know how effective managers are

Managers should earn a percentage for upselling, raising average order value, and closing chat tickets quickly. That’s nearly impossible to calculate.

All key analytics in one place
keyCRM collects data on your business processes and turns it into clear reports: pipelines, customer communication (messengers, phone, email), sales, products and services, manager performance, and more. Keep your finger on the pulse and plan from real facts.
Profit & Loss report
СThe most important report for any entrepreneur is generated automatically for any period. All payments and expenses are included, so you see your monthly net profit after all costs, plus profitability

Learn more about keyCRM!

The best way is to sign up and try it. It’s easy, and free for up to 30 daysStill have questions? Watch our videos or read the Knowledge BaseWant to chat? We’re here:

Conversion by status
See the number, percentage, and total value of cards (leads) that reached each status. Control every stage of the process.
Rejections and reasons
See the number and percentage of canceled cards that reached a certain status, and find out why it happened.See the number and percentage of canceled cards that reached a certain status, and find out why it happened.
Manager performance
See each manager’s results: requests handled, number and percentage of successful and rejected deals, average order value, total payments, and card processing time.

Overall chat metrics
Analyze all your messenger and email communication in the “General” tab: open and closed tickets, conversations, and average response time.
Analytics by channel
In a table or chart, track each connected source (Telegram, Viber, Instagram, Facebook, email, OLX): new, closed, and in-progress tickets, plus average response and closing time.
Chat operator performance
See how many chats each manager has active or closed, and how fast they reply and close conversations. Built-in AI analysis of phone calls and chat quality ratings from customers are included.

Order Insights

We’ve pulled all the information together, so you don’t have to do it by hand in Excel.
● Analyze your business to see key sales metrics, seasonality, and trends. ● In a couple of clicks, see key metrics for all your stores, marketplaces, or branches: number of orders, total revenue, average order value, expenses, and net profit. ● See which manager performs best: how many products or services each sold, for how much, with what average order value, and how many upsells they made.

Intuitive interface

Forget bulky tables. Our data visualization is modern and easy to read, and it works on smartphones too.

Role-based access.

Let your team see only the stats they need.You can grant access to individual blocks.

Filters that work

View reports the way you need them for deep analysis, and filter by period or custom field.

Financial analytics

You can’t do without a Profit & Loss report. keyCRM tracks all income and expenses (general and per order) and presents the results in a format every entrepreneur knows, with profitability calculated too.
There are hundreds of analytics tools on the market. Some are complex and built for professionals, and others conflict with your accounting or automation systems. Analytics in our universal CRM is built in, delivered ready to use.

Learn more about keyCRM!

The best way is to sign up and try it. It’s easy, and free for up to 30 daysStill have questions? Watch our videos or read the Knowledge BaseWant to chat? We’re here:

Sell, chat, and manage on the go!

keyCRM in your smartphone. Download the app for iOS and Android.

Bulk actions in CRM

Quickly handle common tasks in retail:
● Merge and copy orders● Record payments and add products● Automatically link products from marketplaces

A wide range of order fields

keyCRM includes the order fields you need for e-commerce, plus:
● Customer comments and personalization details● Gift messages and packaging options● File uploads to orders, tags and more

Quick templates

Set up templates for printing and exporting orders:
● Print orders for production● Export data for more detailed analytics● Configure exports for use in other applications

Automated shipping

All modules are built in — no need to buy plugins or hire a developer:
● Create shipping labels in one click● Track parcels automatically● Update order statuses based on delivery statuses

Omnichannel communication

All the tools you need to communicate with customers are in one system:
● Messaging apps, phone calls and email● Create an order or customer profile directly from a chat● Keep track of unread messages

Customer database management

Keep your customer database under control with customer profiles, order history and statistics:
● All customer details in one profile● Automatically find duplicates to keep your database clean● Distinguish between the buyer and the parcel recipient

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Analytics and reports in CRM

● Pipelines (sales, deals, leads)● Customer communication (messengers, calls, operators)● Finance (including Profit & Loss)● Manager performance