We have a need to come up with reports for an activecampaign client.
We need to determine the feasabilty of using ActiveCampaign (current or beta CRM version) to get some of this data out in a reasonable fashion. We will add the client's fields but need to figure out the best approach to report.
Can be via Zapier, API, Zoho Reports or some other tools.
We need someone to create a solution (preferably off the shelf) for a very reasonable cost. CRM will be adding reporting some point but I cannot wait.
Attached is wishlists from client.
We are really NOT looking to switch CRM unless we absolutely have to. The CRM is fine, just the reporting is BAD.
SAMPLE Reports Required:
Leads by source (Referral Source)
Leads by Month (Date)
Leads by Tags: No Engage, No Contact
Leads by Office Visit - no engagement
Leads by Appt Date
Budget is there only as a placeholder!