Improve your customer interactions with clear CRM Reporting.
The Sontai CRM Reports allow you to manage your customer interactions, improve relationships, close deals and drive sales growth.
The Advantages of CRM Reporting.
Test our interactive CRM Reporting Demo.
Using secure API's we connect to a wide variety of cloud based data sources, all automatically updated and processed ready to power your CRM Reporting.
Frequently Asked Questions.
Do I need any technical knowledge to use the dashboards?
No. All our dashboards are ready to use. Your dashboard is connected directly to your data sources and updates automatically every day with no additional action required.
How will the dashboard connect to my data?
The Sontai CRM Report is able to connect directly, using secure API's, to many of the common cloud based finance systems, such as Xero, Sage, and QuickBooks.
Is my data secure?
At Sontai we take data security and data protection very seriously. As such, use Microsoft Power BI to create and manage our reporting solutions, which is secured by Microsoft Azure Authentication and and Azure Data Storage. You can read more about Power BI Security HERE.