Gain Deeper Insights with iNextCRM's Sales Reports

Drive Your Sales Performance to New Heights with Actionable Analytics

Globally Trusted Technology Partners

Sales Reports: Gain Insights and Drive Success

Unlock valuable insights into your sales performance with iNextCRM's comprehensive Sales Reports. Analyze proposal data, monitor invoice status, track payments, assess customer trends, and dive into itemized reports. Empower your business decisions with advanced statistics and visual charts.

Proposal Reports

Gain a deep understanding of your proposals with reports categorized by currency, tenure, status, and sales representatives. Export reports effortlessly in Excel, CSV, or PDF formats to analyze, share, and collaborate effectively.

Invoices Reports

Monitor your invoicing process with ease. Access reports that provide insights based on currency, tenure, status, and sales representatives. Stay informed about your outstanding invoices and payment trends. Export reports in Excel, CSV, or PDF formats for detailed analysis.

Payment Reports

Track your payments effortlessly with reports organized by currency and tenure. Keep a close eye on your revenue streams and identify payment patterns. Export reports in Excel, CSV, or PDF formats to streamline your financial analysis.

Customer Reports

Understand your customer base better by generating reports based on currency and tenure. Analyze customer trends, identify key segments, and tailor your sales strategies accordingly. Export reports in Excel, CSV, or PDF formats for comprehensive customer analysis.

Itemized Report

Get detailed insights into your sales items with reports that categorize data by sales items, currency, tenure, and sales representatives. Identify top-performing products or services and optimize your offerings for maximum profitability.

Advanced Statistics

Unleash the power of advanced statistics and visual charts to gain a comprehensive overview of your sales performance. Track your total income with insightful charts, analyze payment mode distribution, and understand customer group dynamics. Visualize your data to make informed decisions and propel your business forward.

Cloud-Based CRM System
with Easy Extension & Support

Unlock the full potential of your business with iNextCRM's cloud-based CRM system.

150 +

Extendable Addons

Seamlessly extend the functionality of your CRM with our extended add-ons, including marketing and operational capabilities, tailored to meet your specific needs.

20 +

Optimization Service

Let us handle the heavy lifting. Our team will work tirelessly to optimize your processes and automation, ensuring maximum efficiency and productivity.


Hand-Holding Support

We're here to guide you every step of the way, providing personalized assistance and resolving any queries or challenges you may encounter.

Built by Agency for Agency

Unparalleled Benefits

Built by an Agency.
For Agencies.

Most Agency Founders spend sleepless nights just keeping the lights on - scaling the agency never ends up becoming a priority between recurring client and sales calls.

iNextCRM changes that.

  • Scale Your Business
  • Effective Team Management
  • Seamless Remote Work
  • Manage Business on the Go
  • Become an Industry Leader
  • Increased Client Retention


What They Say About Us

Dynamically initiate market positioning total linkage with clicks-and-mortar
technology compelling data for cutting-edge markets.
Siddharth Chaudhary Siddharth Chaudhary

Siddharth Chaudhary

Founder & CEO

iNextCRM has completely transformed the way we manage our customer relationships. With its intuitive interface and powerful features, our sales team has seen a significant boost in productivity and efficiency. It's truly a game-changer!

Siddharth Chaudhary
Ritam Bhatnagar Ritam Bhatnagar

Ritam Bhatnagar


iNextCRM has been a lifesaver for our customer service team. Its comprehensive ticketing system and automated workflows have enabled us to provide exceptional support to our clients. The result? Improved customer satisfaction and a significant reduction in response times.

Ritam Bhatnagar
Shivangee Mehta Shivangee Mehta

Shivangee Mehta

Founder & CEO

iNextCRM is an all-in-one software for managing the entire client life-cycle, including leads, customers, invoices, proposals, and payments, all in one convenient platform. One of the standout features is the ability to effortlessly create captivating proposals. The best part is being able to send proposals directly from the iNext CRM dashboard while effectively managing my clients. The constant introduction of new features by the iNext team keeps me excited and engaged. I'm absolutely loving it!

Shivangee Mehta
Aman Sharma Aman Sharma

Aman Sharma

Business Owner

As a small business owner, I needed a CRM solution that would scale with my growing business. iNextCRM has been the perfect fit. Its flexible customization options and seamless integration with other tools have allowed me to tailor it to my specific needs. It has truly been a catalyst for our success.

Aman Sharma
Vikram Lal Vikram Lal

Vikram Lal

Founder & CEO

Managing my own business used to be a complex ordeal until I discovered iNext CRM. This all-in-one tool has simplified everything for me, providing a seamless experience. The Support team is highly responsive, and the development team works swiftly to introduce exciting new features. I am truly grateful to Priyanka and her team. Thank you for making my business journey easier!"

Vikram Lal
Hanshika Shah Hanshika Shah

Hanshika Shah

Marketing Director

Before discovering iNext CRM, our invoicing process involved using Word, relying on calendars for due-date reminders to clients, and even using pets to send proposals. With iNext CRM, we can now seamlessly manage all these tasks from a single platform, while also gaining valuable insights that enhance our efficiency. As a result, we have experienced a remarkable 15% increase in revenue realization speed. iNext CRM has truly transformed our operations for the better!

Hanshika Shah

Integrated with 20+ Popular Technology Platforms


Effortlessly trigger transactional SMS


Set up and manage Zoom meetings


Personalized marketing email campaigns


Receive International Payments


Select files directly from your Dropbox account


Sync your Google Calendar with iNextCRM

Google Drive

Effortlessly access and manage your files

Do You Want to explore more Integration?

Why iNextCRM

Why Choose Us

Why Onboard to iNextCRM?

Experience the power of streamlined lead management with iNextCRM. Our robust software empowers your business to efficiently capture, track, and convert leads into loyal customers, driving your growth and success.


Higher Predictability


Saved Per Day
Per User


Higher Conversion Rate


Higher Retention Rate

Frequently Asked Questions (FAQ)

Your Questions, Answered for Sales Reports

Absolutely! With iNextCRM's Sales Reports, you have the flexibility to export your reports in Excel, CSV, or PDF formats. This allows you to analyze and share the data effortlessly, collaborate with team members, and integrate the reports into your presentations or financial analysis tools.

Yes, our Sales Reports are highly customizable. You can generate reports based on specific criteria such as currency, tenure, and sales representatives. This level of granularity allows you to analyze your sales data with precision and gain insights into different aspects of your business. Tailor the reports to match your specific needs and make informed decisions.

Absolutely! iNextCRM's Sales Reports provide advanced statistics and visual charts to help you gain a comprehensive understanding of your sales performance. Track your total income with intuitive charts, analyze payment mode distribution, and visualize customer group dynamics. These insights enable you to identify trends, measure key metrics, and make data-driven decisions to drive your business forward.

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