CRMs do more than just track contacts and conversations — the right CRM platform gives you access to essential Key Performance Indicators (KPIs), saving time on manual analysis and improving sales forecasting.

But not all CRMs are created equal. Some offer far more powerful reporting and analytics tools than others, which can directly impact your sales performance, team productivity, and overall business insights.

In this article, we’ll break down what CRM reporting is, the most important CRM reports to track, and the best CRM platforms with robust reporting features in 2025.

What Is CRM Reporting?

At its core, CRM reporting is the process of gathering and analyzing data from your CRM system to generate actionable insights. This is typically an automated process, where the CRM compiles key datasets into easy-to-read reports for analysis.

These reports help businesses identify trends, uncover new opportunities, and understand what’s working — and what isn’t. With accurate CRM reporting, teams can make smarter decisions, strengthen customer relationships, and optimize sales strategies to better hit annual business goals. 

Benefits of CRM Reporting

CRM reports provide valuable insights into the more nuanced areas of your business, empowering you to make data-driven, strategic decisions. They help you understand what’s happening across sales, marketing, and customer success in real time.

Beyond just surface-level metrics, they can also help you:

• Enable smarter decision-making with data – Get a clear view of what’s working — and what’s not — so you can make informed choices backed by real-time insights.

• Improve sales forecasting accuracy – Predict future revenue more reliably by analyzing past performance, deal stages, and sales trends.

• Track and enhance team performance – Monitor individual and team activities, helping you identify top performers and areas that need improvement.

• Gain visibility into marketing ROI – Understand which channels, campaigns, or lead sources drive the most valuable customers — and which ones drain your budget.

• Analyze and optimize the customer journey – Spot friction points and engagement gaps across the funnel to create smoother, more effective customer experiences.

Valuable Types of CRM Reports You Need to Use in 2025

While the exact reports available may vary depending on your CRM platform, most tools offer a core set of standard reports that are essential for effective sales and marketing analysis:

📊Sales Pipeline Reports 

Gain a bird's eye view of your deals across each sales stage to manage progress and prioritize opportunities. This report helps sales managers monitor pipeline health, identify bottlenecks, and forecast revenue with more accuracy.

Key Metrics:

• Number of open deals

• Deal stage distribution

• Total pipeline value

• Average deal size

• Win/loss ratio

🌐Lead Source Reports

Break down where your leads are coming from and highlight the most effective channels. Lead Source Reports reveal which channels generate the most qualified leads, enabling better budget allocation and campaign optimization.

Key Metrics:

• Leads by source (e.g., organic, paid, referrals)

• Conversion rate by source

• Revenue per source

• Cost per lead

📈Forecasting Reports

Forecasting Reports predict future revenue and growth based on your current sales data and trends. This helps support strategic planning by providing a realistic view of upcoming revenue and potential shortfalls.

Key Metrics:

• Projected revenue

• Expected close date

• Probability-weighted deal value

• Historical sales trends

📞Activity Reports (calls, emails, meetings)

Activity Reports track your team’s communication and outreach efforts with leads and customers. This helps improve sales team accountability and productivity by highlighting which activities drive results.

Key Metrics:

• Number of calls, emails, meetings per rep

• Response rate

• Follow-up time

• Activity-to-close ratio

🔁Conversion Rate Reports

Conversion Rate Reports measure how effectively leads move through each stage of your funnel. This helps you pinpoint drop-off points in the funnel so you can streamline your sales process and boost efficiency.

Key Metrics:

• Stage-to-stage conversion rate

• Lead-to-opportunity rate

• Opportunity-to-close rate

• Average time in each stage

🔒Customer Retention/Churn Reports

Understand how well you’re retaining customers and identify warning signs of churn. Customer Retention/Churn Reports can improve customer loyalty and revenue predictability by helping you take proactive steps to reduce churn.

Key Metrics:

• Churn rate

• Customer lifetime value (CLV)

• Renewal rate

• Repeat purchase rate

• Time to churn

Best CRM Tools for Reporting 

TL;DR Comparison Table

🥇 Breakcold – Best For Sales and Social-Selling Teams

Summary

Breakcold is a next-gen sales CRM designed for closing deals in 2025 — not managing contacts like it’s 2015. Built with social-selling at its core, it’s ideal for solopreneurs and small teams who rely on LinkedIn, email, and messaging apps to build relationships and drive sales.

While Breakcold isn’t as feature-heavy like most enterprise CRMs, it excels in social-selling analytics, making it ideal for teams who want actionable data on personal engagement, outreach consistency, and relationship strength — not just traditional pipeline metrics.

Key Features

• Pipeline Analytics – Track deal stages, status, and values at a glance to keep your sales process organized and measurable.

• Communication Analytics – Understand which touchpoints (emails, messages, social interactions) are driving the most engagement and conversions.

• Social Analytics – Monitor how prospects respond to your LinkedIn activity, helping you optimize social-selling strategies with real-time feedback.

• Sales Lead Tracking - Transform Breakcold into a true Social Selling CRM by tracking your prospects’ and existing clients’ activity directly on LinkedIn.

• Unified Inbox - Centralize all your conversations — email, LinkedIn, WhatsApp, and Telegram — in one easy-to-manage inbox for faster, more efficient communication.

• Social Engagement Feed - Stay top of mind with your contacts by liking and commenting on social media posts without ever leaving Breakcold. Build relationships through consistent engagement.

• Sales Pipeline Management - Streamline your sales process with custom workflows designed to fit your business needs. Track deal progress, boost productivity, and scale your operations with ease.

• In-App Calling - While not a fully native feature (yet!), Breakcold lets you trigger calls directly from the platform to instantly connect with your prospects.

Ratings + Pros & Cons

Pricing Plans

🥈 Close – Best For Growing Multi-Channel Outbound Sales Teams 

Summary

Close (formerly Close.io) is a sales-focused CRM built specifically for small and medium-sized businesses that want to turn leads into revenue — FAST. It unifies essential sales tools like email, calling, and SMS in a single, streamlined interface, eliminating the need to juggle multiple platforms.

Close offers granular reporting on outreach activity, team performance, and funnel metrics, making it ideal for fast-growing outbound sales teams. It’s not just a CRM — it’s a performance dashboard that gives managers everything they need to scale smarter and faster.

Key Features

• Sales Funnel Reporting – Analyze sales velocity, conversion rates, and pipeline health to uncover bottlenecks and optimize your sales process.

• Performance Reports – Track individual and team performance with customizable reports and leaderboards that spotlight top performers and highlight areas for coaching.

• Unified Communication – Handle email, SMS, and calls from one platform, with automatic logging and tracking. 

• Sales Automation – Build and deploy multi-channel outreach sequences with email follow-ups and task reminders.

• Workflow Tools – Automate repetitive tasks, create custom workflows, and keep your sales pipeline moving efficiently.

• Lead Management – Easily track lead progress, prioritize high-value contacts, and assign follow-ups to your team.

• Power Dialer – Make high-volume outbound calls quickly with the built-in power dialer to boost team productivity.

• Call Assistant – Use real-time transcription and note-taking tools to improve call quality and reduce admin work.

Ratings + Pros & Cons

Pricing Plans 

🥉 Insightly – Best For Analyzing Complex, Multi-Touch Processes 

Summary 

Insightly is a robust, enterprise-ready CRM designed to help growing businesses manage customer relationships, automate workflows, and track performance across sales, marketing, and projects. Its built-in reporting tools make it especially useful for medium to large businesses that need visibility across complex, multi-touch processes — without the high cost of more traditional enterprise platforms.

Insightly goes beyond traditional CRM reporting by merging sales, marketing, and project insights into a single source of truth. This makes it a top-tier solution for growing companies that need both strategic and operational visibility — without juggling multiple tools.

Key Features 

• Sales Reports & Analytics – Generate insights into sales performance, lead sources, and pipeline health with detailed reporting tools.

• Lead Source & Conversion Reports – Identify which marketing channels or lead sources are driving the highest conversion rates and revenue.

• Contact Management – Store and organize detailed contact records, including communication history and custom fields.

• Email Marketing – Create and send targeted email campaigns with tracking for opens, clicks, and responses.

• Customizable Dashboard – Personalize your dashboard to display key metrics, tasks, and pipeline data at a glance.

• Project Management – Track tasks, deadlines, and project progress directly linked to client records and opportunities.

• Workflow Automation – Automate repetitive processes like follow-ups, task assignments, and approvals.

• Mobile App – Access and update CRM data on the go with a fully functional mobile app for iOS and Android.

Ratings + Pros & Cons

Pricing Plans

Pipedrive – Best For Advanced Forecasting

Summary

Pipedrive is a user-friendly CRM that helps businesses streamline their sales pipeline, automate repetitive tasks, and track customer interactions with ease. It’s especially well-suited for teams that need a clear, bird’s-eye view of their pipeline to ensure the right leads are being prioritized and nothing slips through the cracks.

Pipedrive offers some of the most accessible yet powerful forecasting tools among CRMs in its tier. Whether you need a quick overview of next quarter’s revenue or detailed performance reports by rep or stage, Pipedrive makes it simple — no analytics expertise required.

Key Features 

• Advanced Forecasting & Reporting – Access customizable reports on deal performance, sales activities, win rates, and future revenue projections based on pipeline data.

• Goal & Performance Tracking – Set individual or team goals (e.g., calls made, deals closed) and track progress with visual dashboards and reports.

• Pipeline Management – Visualize deal stages, set activity reminders, and use real-time data to ensure deals stay on track — no guesswork required.

• Lead Management with Progress Tracking – Monitor lead status, set priorities, and track all touchpoints for better visibility into your conversion funnel.

• Workflow Automation – Automate admin tasks like data entry, email follow-ups, and pipeline updates — all while collecting data for performance reporting.

• Integrations – Connect with Gmail, Zoom, Slack, and over 350 tools to ensure seamless data syncing and unified reporting across platforms.

• Mobile App with Reporting Access – Stay connected and check deal status or team performance while on the go — with reporting tools built into the mobile experience.

Ratings + Pros & Cons

Pricing Plans

HubSpot – Best for Marketing Reports and Analysis

Summary

HubSpot is a powerhouse CRM built around the customer experience. While it started as a marketing tool in 2006, it’s since evolved into a comprehensive, AI-enhanced platform that brings together sales, marketing, and customer service into one unified ecosystem.

HubSpot offers enterprise-grade reporting tools across every function — marketing, sales, and service. Its pre-built and custom dashboards make it easy to tie ROI directly to campaigns, rep activity, or support outcomes, helping businesses scale with confidence and clarity.

Key Features 

• Contact Management – Store and organize contact information with ease, complete with activity tracking and engagement history.

• Deal & Pipeline Management – Visualize your sales process and track deals through every stage with intuitive pipeline tools.

• Marketing Analytics Dashboards – Track campaign performance, lead sources, conversion paths, and ROI across all marketing channels — from SEO to email to paid ads.

• Email Tracking & Automation Reporting – Get real-time data on open rates, click-throughs, replies, and engagement by sequence or individual campaign.

• Custom Report Builder – Use HubSpot’s drag-and-drop reporting tools to build dashboards that combine marketing, sales, and service data — perfect for executive-level insights.

• Sales Hub Analytics – Monitor rep performance, track deals won/lost, forecast future revenue, and optimize outreach sequences based on real-time data.

• Service Hub Reports – Get visibility into support tickets, response times, customer satisfaction scores, and feedback trends to improve client experience.

• AI-Powered Insights – Leverage AI recommendations to identify bottlenecks, surface top-converting channels, and uncover hidden opportunities in your data.

Ratings + Pros & Cons

Pricing Plans

For Individuals & Small Teams

For Businesses & Enterprises

Salesforce - Best Comprehensive Range of Highly Customizable Reports

Summary

Salesforce is the original giant of the CRM world — and still a gold standard when it comes to managing customer relationships at scale. Since pioneering the CRM movement in the early 2000s, Salesforce has evolved into a robust, all-in-one platform for sales, marketing, and service teams.

Salesforce offers the most customizable CRM reporting experience on the market. Whether you're a startup scaling fast or an enterprise with layered sales teams, Salesforce delivers highly granular insights, flexible dashboards, and predictive analytics — all tailored to your business strategy.

Key Features 

• Sales Cloud Analytics – Track leads, opportunities, win rates, sales velocity, and revenue forecasts – with customizable dashboards that provide visibility into every stage of your pipeline.

• Marketing Cloud Reporting – Measure campaign effectiveness, channel ROI, engagement metrics, and customer journeys across email, SMS, social, and web.

• Service Cloud Metrics – Get granular insights into ticket resolution times, CSAT scores, agent performance, and knowledge base usage.

• Custom Report Builder – Create custom reports with filters, formulas, and logic to match your specific KPIs — ideal for complex or niche reporting requirements.

• Salesforce Einstein Analytics (AI) – Tap into predictive forecasting, lead scoring, opportunity insights, and AI-powered recommendations to optimize performance across teams.

• Chatter + Collaboration Reporting – Track internal communications and collaboration trends to improve team productivity and response coordination.

Ratings + Pros & Cons

Pricing Plans

For SMBs

For Enterprises

Zoho CRM – Best Enterprise-Level Reporting For Small Business 

Summary

Zoho CRM is a flexible, feature-rich platform tailored for small to midsize businesses — but with the muscle to support enterprise-level growth. With an impressive mix of automation, customization, and AI-powered reporting, Zoho strikes an ideal balance for teams that want to start lean and scale with intelligence.

Zoho CRM delivers enterprise-level reporting at small business prices. From real-time dashboards to predictive insights powered by AI, it gives scaling teams the tools they need to make informed, data-backed decisions — without needing a full-time data analyst.

Key Features 

• Intuitive Dashboard – A fully customizable, user-friendly dashboard with clean navigation designed to boost productivity and streamline your workflow.

• Cross-Platform Accessibility – Available on both desktop and mobile platforms, Zoho CRM ensures you stay connected and productive wherever you are.

• Multichannel Engagement – Consolidate communication across email, phone, social media, and live chat in one unified platform. This streamlines your outreach and enables more personalized, timely client interactions.

• User & Contact Management (Sandbox Environment) – Zoho’s Sandbox feature allows for safe testing of custom-built modules and layouts—particularly valuable for SMEs and large businesses that require tailored CRM workflows.

• Zia AI – Zoho’s AI assistant, Zia, helps with lead scoring, deal predictions, voice/text chat support, and intelligent sales insights to help guide decisions and improve conversions.

• Real-Time Reporting & Analytics – Access detailed reports including:

  • Sales performance

  • Individual rep performance

  • Deal progress (closed/won/lost)

  • Revenue tracking over the last 30 days

Ratings + Pros & Cons

Pricing Plans

Freshsales – Best For AI-Powered Sales Insights and Analytics

Summary 

Freshsales, part of the Freshworks suite, is a modern CRM designed to help small businesses and account managers streamline and optimize their sales process. While it's built with smaller teams in mind, its scalable features also make it a strong fit for growing companies looking for an all-in-one CRM that’s simple, smart, and customizable.

Freshsales blends ease of use with powerful, AI-driven reporting tools, making it ideal for teams that want insights without a steep learning curve. Its automation and reporting capabilities are particularly useful for account managers, sales reps, and small teams looking to drive smarter decisions and faster conversions.

Key Features 

• AI-Based Lead Scoring (Freddy AI) – Automatically scores leads based on engagement and behavior, helping you focus on prospects most likely to convert. 

• Reporting & Analytics Dashboard – Generate detailed reports on sales performance, deal velocity, campaign ROI, activity metrics, and more — fully customizable to your goals.

• Visual Sales Pipeline – Track and manage deals across customizable pipeline stages with a drag-and-drop interface and clear visibility into revenue progress.

• Campaign Management – Plan, execute, and analyze email marketing campaigns from within the CRM. Track performance metrics like open rates, clicks, and conversions.

• Email Syncing & Tracking – Sync with Gmail or Outlook to send, receive, and track emails directly within Freshsales. Get real-time alerts when prospects open or click your emails.

• Workflow Automation – Eliminate repetitive tasks with automated workflows for email follow-ups, lead assignment, pipeline movement, and more.

• Built-in Communication Tools – Call, email, and chat with leads from one platform — all interactions are automatically logged for accurate reporting and analysis.

• Mobile App & Remote Access – Stay productive on the go with full CRM access via Freshsales’ mobile app, including dashboards, task management, and contact records.

Ratings + Pros & Cons

Pricing Plans

Nimble – Best For Straight-forward Non-enterprise Level Analytics

Summary

Nimble is a lightweight, relationship-driven CRM that puts communication at the center of your sales process. It excels at automatically building and enriching contact profiles through email, social media, and web browsing — making it especially effective for solo consultants, freelancers, and small teams focused on personalized outreach and lead nurturing.

Nimble isn’t built for enterprise analytics — but that’s its strength. It delivers lightweight, actionable insights that help relationship-focused professionals stay organized, follow up at the right time, and make the most of every interaction. If you care more about connections than charts, Nimble is a standout.

Key Features 

• Lead Prospecting - Nimble can automatically capture contact data from email signatures, business cards (via its mobile app), or even just a person’s name or company name — pulling up associated social media profiles and contact details it finds online.

• Communication Management – Store up to 25,000 contact records and create rich profiles for people and companies. These profiles can be automatically updated as you browse the web or interact on social media.

• Social Media & Email Integrations – Access all email conversations, past or present, from Nimbles Unified Inbox. 

• Nimble Prospector – This browser extension works outside the Nimble app, enabling you to gather contact and company info directly from anywhere on the web by simply hovering over names.

• Email Marketing – Nimble includes email-focused features like templates, tracking, and automated sequences to help you engage leads and clients more effectively.

• Mobile App – Available for both iOS and Android, Nimble’s mobile app brings essential CRM functionality to your phone — so you can manage relationships on the go.

Ratings + Pros & Cons

Pricing Plan

Final Thoughts

CRM reporting isn’t just a nice-to-have – it’s a mission-critical tool for making smarter, faster business decisions. Whether you're a solopreneur managing client outreach or a growing sales team juggling multiple pipelines, the ability to track, analyze, and act on real-time data is what sets successful businesses apart in 2025 and beyond.

By choosing a CRM with strong reporting capabilities, you’ll gain visibility into every stage of your sales process – from lead generation to conversion to customer retention. The right CRM will help you identify bottlenecks, optimize performance, and ultimately, drive predictable, scalable growth.

Ready to stay ahead of the competition? Start with Breakcold 😉 — it’s built for results, not just records.