Rex CRM

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More data. More visibility. More opportunities.

It’s no secret that reporting, together with automated business generation, is one of the core pillars behind any CRM. Rex CRM's Custom Reporting feature offers a compelling set of configurable reports that allow you to load thousands of records at once with dozens of adjustable columns and the ability to group, aggregate and pivot data. Giving agents, managers, and admins the tools they need to build reports that suit their own needs.

In our view, a better quality of reporting empowers everyone across the agency:

  • Get better visibility over data quality – with these discrepancies highlighted, you'll be shining a light over your agency’s blindspots. You can’t fix what you’re not aware of.
  • Increase CRM adoption across your agency – if more people are adopting your CRM as the agency’s single point of truth, the more information you’ll have at your fingertips.
  • Spend more time on dollar productive work – this is great for managers who often spend too much time manually calculating and compiling figures for KPIs and commissions. Custom Reporting will allow you to devote previous reporting time to focus on business outcomes.

Want to learn more? Book a full demo of Rex CRM

More data. More visibility. More opportunities.

It’s no secret that reporting, together with automated business generation, is one of the core pillars behind any CRM. Rex CRM's Custom Reporting feature offers a compelling set of configurable reports that allow you to load thousands of records at once with dozens of adjustable columns and the ability to group, aggregate and pivot data. Giving agents, managers, and admins the tools they need to build reports that suit their own needs.

In our view, a better quality of reporting empowers everyone across the agency:

  • Get better visibility over data quality – with these discrepancies highlighted, you'll be shining a light over your agency’s blindspots. You can’t fix what you’re not aware of.
  • Increase CRM adoption across your agency – if more people are adopting your CRM as the agency’s single point of truth, the more information you’ll have at your fingertips.
  • Spend more time on dollar productive work – this is great for managers who often spend too much time manually calculating and compiling figures for KPIs and commissions. Custom Reporting will allow you to devote previous reporting time to focus on business outcomes.

Want to learn more? Book a full demo of Rex CRM

More data. More visibility. More opportunities.

It’s no secret that reporting, together with automated business generation, is one of the core pillars behind any CRM. Rex CRM's Custom Reporting feature offers a compelling set of configurable reports that allow you to load thousands of records at once with dozens of adjustable columns and the ability to group, aggregate and pivot data. Giving agents, managers, and admins the tools they need to build reports that suit their own needs.

In our view, a better quality of reporting empowers everyone across the agency:

  • Get better visibility over data quality – with these discrepancies highlighted, you'll be shining a light over your agency’s blindspots. You can’t fix what you’re not aware of.
  • Increase CRM adoption across your agency – if more people are adopting your CRM as the agency’s single point of truth, the more information you’ll have at your fingertips.
  • Spend more time on dollar productive work – this is great for managers who often spend too much time manually calculating and compiling figures for KPIs and commissions. Custom Reporting will allow you to devote previous reporting time to focus on business outcomes.

Want to learn more? Book a full demo of Rex CRM