Report on Email Messages

If your CRM is functioning properly, your users are creating notes, calls, meetings, and tasks. But that is not all. A well implemented CRM also allows your users to track emails. Within Zurmo, there are a variety of ways to track emails such as sending directly from the CRM (either a 1-off email or a mass email campaign) or archiving emails through Outlook or Gmail (for our Pro customers).

In either case, you will want to report on this important metric. Reports can be done such as how many emails are sent per user per week or how many emails are sent to each Customer per month. Zurmo now has the ability to report on emails.

Here is a report that shows the percentage of emails sent per user:
Emails_Per_User_Chart
Emails_Per_User_List

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