Get Real Business Insights that Drive Informed Decisions
CollabCRM's Reports module gives you instant and unified visibility across recruitment, people management, sales, and projects. Get insights into recruitment trends, revenue health, resource utilization, and team performance in real-time to spot and fix inefficiencies with data-driven decisions.
- No Credit Card Details Needed
- 2-Month Free Trial
The Real Business Value of Real-Time Reports
Data is the biggest asset in the IT industry, and not having command over it can lead to missed opportunities. CollabCRM’s Reports module is the ultimate solution that offers complete visibility across IT business operations and helps leaders make decisions backed by real-time data.
High effort, low confidence in reporting accuracy
Limited forecasting always playing catch-up
Decisions based on historical or incomplete data
Manual exports, endless spreadsheets
HR, sales, and project teams working in silos
A Single Source of Truth
Integrated people, recruitment, CRM, invoicing, and projects into one reporting hub that gives clarity and saves time.
Real-Time Insights Across Functions
Stay ahead of the curve with live reports on workforce, deals, collections, and project hours. Make faster, data-backed decisions.
Smarter Resource & Revenue Planning
From forecasting hiring needs to tracking billable hours, it turns raw numbers into actionable intelligence that directly drives profitability.
Efficiency Without Manual Effort
Forget weekly exports and spreadsheet cleanups. Access real-time dashboards that boost productivity and drive growth.
Built for Every Department
Whether it’s HR tracking attendance, sales analyzing deals, or project managers monitoring hours, every team gets tailored insights.
Customizable and Future-Ready
Get configurable fields, views, and filters that help you make Reports fit your unique needs and evolve with your business.
Why Choose CollabCRM’s Reports Module?
Reports Built for Modern IT Businesses
CollabCRM’s Reports module goes beyond numbers. From workforce analytics to project hours, every feature is built to provide clarity, cut manual effort, and keep your business running smarter.
People
Stay informed about workforce performance, attendance, and employee trends.
CRM & Invoice
Turn customer, deal, and financial data into insights that strengthen revenue decisions.
Recruitment
Track recruiter efficiency, interview outcomes, and onboarding success to optimize hiring.
Project Management
Track time, cost, and resources to see the true health of every project.
Easily manage hybrid team attendance. View check-ins, track absentees, and enable quick remote attendance marking.
Analyze employee distribution by experience, demographics, department, or other attributes.
Identify regrettable vs. non-regrettable exits and trends by department, manager, or gender.
Compare planned vs. unplanned leaves, track by department or manager, and identify the red flags.
Visual insights into lead trends and top contributors to optimize your lead acquisition strategy.
Track deal progress, sales trends, and team performance with ease.
View collections by filters and track overdue payments to improve financial control.
Track performance by successful onboards and interviews lined up to identify your hiring stars.
View active jobs with insights on openings, applications, job types, recruiters, and candidate sources to streamline hiring priorities.
Track logged hours, leaves, and work summaries with filters for project and date range to keep projects on track.
Monitor active and past contracts with details on roles, dates, projects, and managers.
Track purchased vs. spent hours, billing percentage, and project health in real time.
Compare purchased vs. spent hours, project status, and progress for fixed-cost models.
View total employee hours across all projects to assess workload and utilization.
Role-Based Access Control With the Right Reports
CollabCRM's Reports module comes with role-based access, ensuring business owners, administrators, and team leads/managers get exactly what they need. Clear insights without compromising on data security.
Business Owners
Admins
Managers/Team Leads
Complete Visibility for Confident Decisions
Get AccessReal-time dashboard showing revenue trends, project profitability, and resource utilization across all departments gives a bird’s-eye view of business performance.
Headcount trends, diversity analytics, and exit patterns help to guide strategic workforce planning.
Complete deal pipeline visibility with collection reports across all projects gives visibility to revenue streams.
Use cross-functional reports to align resources and investments with business goals.
Recruiter efficiency and project success rates guide hiring and capacity planning.
Configure, Control, and Secure Reporting
Get AccessAssign permissions to different roles for secure and relevant reporting access.
Configure fields, filters, and views to align with organizational needs.
Maintain accurate, up-to-date records that support payroll, audits, and reporting standards.
Stay On Top of Performance Without Micromanaging
Get AccessAnalyze individual and team timesheet patterns, productivity trends, and project contribution.
Get real-time visibility into hourly burn rates, fixed-cost project status, and timeline adherence.
See your team’s check-in patterns, leave requests, and attendance regularization frequency.
Get visibility into team members’ time distribution across projects to balance workload and meet deadlines.
Discover performance patterns and efficiency metrics to guide coaching and skill development.
Take a Quick Tour of CollabCRM Reports
Real Leaders. Real Results. No Fluff
These words don’t just inspire us. They shape everything we build and believe in.
CollabCRM gave us the visibility we desperately needed. From tracking resource utilization to identifying revenue leaks, it changed how we manage operations. We now make smarter decisions backed by clear data instead of guesswork. It’s helped us save time, reduce costs, and focus on scaling the business rather than firefighting daily problems.
As a software development company, we struggled with fragmented processes: managing recruitment, project allocations, and invoicing across multiple tools. CollabCRM brought everything together in a clean, efficient way. Now we can easily track candidate progress, allocate resources based on real-time availability, and get instant insights into our financial flow. It has become the backbone of our operations.
We operate across three service lines, and managing them used to feel like running three separate companies. CollabCRM changed that. One system, one login, and complete visibility across every unit. It’s the first time we’ve had this level of operational clarity without the complexity.
CollabCRM gave us the visibility we desperately needed. From tracking resource utilization to identifying revenue leaks, it changed how we manage operations. We now make smarter decisions backed by clear data instead of guesswork. It’s helped us save time, reduce costs, and focus on scaling the business rather than firefighting daily problems.
As a software development company, we struggled with fragmented processes: managing recruitment, project allocations, and invoicing across multiple tools. CollabCRM brought everything together in a clean, efficient way. Now we can easily track candidate progress, allocate resources based on real-time availability, and get instant insights into our financial flow. It has become the backbone of our operations.
We operate across three service lines, and managing them used to feel like running three separate companies. CollabCRM changed that. One system, one login, and complete visibility across every unit. It’s the first time we’ve had this level of operational clarity without the complexity.
Director, Spiral Technolabs
CEO, Jiyosoft
Managing Partner
Director, Spiral Technolabs
CEO, Jiyosoft
Managing Partner
Insights
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FAQs
For everything you might be wondering about CollabCRM, here are the answers.
How is the CollabCRM Reports module different from the basic reports in other business suites?
CollabCRM Reports go beyond static charts. Instead of siloed, generic reports, you get real-time, role-based insights across HR, sales, recruitment, and projects in one connected system, so you can see the full picture.
How does collabCRM help improve team performance?
As CollabCRM Reports is natively integrated with People, Sales CRM, Project Management, and Recruitment modules, it gives a detailed view into the team’s productivity, deal progress, revenue collection, and recruitment efficiency. Using this data, you can enjoy more accountability and better outcomes with less guesswork.
Is the Reports Module suitable for large enterprises?
Yes, of course. This Reports module is designed for growing businesses with multi-departmental operations. So, whether you have 50 employees or 5,000, it offers accurate data insights across units, departments, and operations in real-time without missing a bit.
How quickly can we start seeing results after implementation?
You can get started within 24 hours for basic functionality. This also depends on how quickly you can gather data from multiple sources and organize it in a proper format (similar to the provided sample templates). Once it is done, you can push the data using the data migration in just a few clicks.
What kind of support and onboarding do you provide?
We offer comprehensive onboarding assistance, training sessions for teams, and ongoing support. Whether you need quick tutorials or dedicated workshops, we ensure your team gets the most out of this Reports platform.
Do you offer support for setting up and configuring reports?
Yes. Our team helps configure reports to match your KPIs. From custom fields and filters, we make sure that reports match your workflows and standards.
Can I customize reports for our specific business needs?
Absolutely. You can add fields, adjust filters, change views, and save templates. CollabCRM Reports are built specifically for IT businesses seeking to have control over data.
What if we're already using other reporting tools?
In that case, you have to migrate your data to CollabCRM. The thing is, CollabCRM is built as a business operating system tailored specifically for IT businesses. It is designed to resolve the pain points of IT businesses juggling multiple platforms, spreadsheets, and scattered data sources. So, switching to CollabCRM gives you control over HR, CRM, Invoice, Projects, and Recruitment workflows and data in one place.
Will my team need training to use the reports module?
Not at all. The interface of the Reports module is designed to be intuitive and easy to navigate. Most users get comfortable within a session or two. Apart from that, our onboarding training support will help you adapt to complex features as well.
Can I control who sees what data?
Yes. Role-based access ensures owners, admins, and managers only see the data relevant to them. Sensitive data stays restricted, while teams get the visibility relevant to their job roles only.
Are the reports updated in real time?
Yes. Reports are live and continuously refreshed. The moment data changes, whether it’s a new lead, logged hour, or attendance check-in, the report reflects it instantly.
Can I export these reports for presentations or external sharing?
Yes. You can export in multiple formats (in Excel and CSV) to easily use it in presentations or share externally.
Is there a limit on report generation or data storage?
No, not as such. Reports scale with your plan and data size. CollabCRM is designed to handle growing data volumes.
What happens if we grow? Do reports slow down with more data?
No. The Reports Module is built on a scalable architecture, so performance remains smooth even as your business, teams, and datasets expand.
