Team roles & permissions
Add your team, give each person a role, and grow from 2 users on Free to unlimited on Enterprise.
Read moreReports & analytics
See how your sales team is doing
Managers need to see what the team has done without asking each person for an update.
BizFlowSuite includes reports and analytics, and a lead report that is available on every plan.
What you get
A lead report on every plan
See where your enquiries come from, even on the Free plan.
Reports and analytics
Included in the Growth and Enterprise plans.
Export when you need to
CSV and PDF report exports are included on Enterprise.
How it works
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Work as usual
Leads, quotes, calls and visits are recorded as your team works.
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Open the reports
Check the lead report, or reports and analytics on Growth and Enterprise.
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Export if needed
Download CSV or PDF reports on the Enterprise plan.
In more detail
The lead report and lead sources pages are included on the Free plan. Reports and analytics across the rest of your team's activity are part of the Growth and Enterprise plans.
Report exports in CSV and PDF are included on the Enterprise plan.
Questions about reports & analytics
Which plans include reports?
The lead report is on every plan. Reports and analytics are included in Growth and Enterprise.
Can I export reports?
Report exports in CSV and PDF are included in the Enterprise plan.
More from BizFlowSuite
Try it on the free plan
Two users and 25 quotes a month, no card needed. Upgrade when your team outgrows it.