Automatic reports from the CRM
Reports that are now put together by hand on Fridays build themselves and reach the right people.
The problem
Manual reports take time, arrive late and with mistakes — especially when the data has to be combined from the CRM, Excel and accounting.
Who it is for
- Someone spends hours every week on a CRM export and a summary spreadsheet
- A manager needs the numbers, not access to the whole CRM
- The data sits in several systems and has to be combined by hand
What you get
- The report is generated automatically on a schedule
- The right people receive it in a convenient form: a file, an email or a page
- The calculation is described, and it is clear where each number comes from
How the work goes
- 01
You describe the process and the systems — through the form or on WhatsApp
- 02
A short conversation and, if needed, a demonstration of how everything works now
- 03
An estimate: what we do, in what order and what we need from you
- 04
Implementation step by step, checked on your data
- 05
Handover: a short instruction and what to do if something goes wrong
What you will need
- A sample of the current report and where the data comes from
- Which CRM and other systems, whether they have an API or an export
- Who receives the report and how often
Limits — honestly
- The report shows what is in the data: if the data in the CRM is incomplete, we deal with that first
- I confirm the specific systems and the way to connect after the estimate — not every system gives the access needed
- Passwords and access keys are not accepted through the form — we pass them separately once we agree
Example
A manufacturer counts completed orders by workshop by hand every week. After the setup, the report builds itself on Monday morning and reaches the managers.
Terms
- Price
- From 400 USD
We settle the other terms in the first message — write to me and I will answer specifically.
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