Sales Reporting
CRM Sales Reporting Compared
Rapitek Reports & Dashboards V2: unlimited custom reports (tabular, summary, matrix, joined), drag-and-drop dashboards, and scheduled Excel/CSV email export. Forecasting via weighted pipeline (deal value × win-probability). And unlike CRMs whose AI only reads, you can talk to Rapi in Turkish and it creates and updates real records.
Get Your Free Demo| Feature | Rapitek CRM | Salesforce | HubSpot | Zoho CRM | Pipedrive |
|---|---|---|---|---|---|
| Dashboards | |||||
| Pre-built dashboard count | 20+ | 30+ | 25+ | 20+ | 10+ |
| Custom dashboard creation | ✓ | ✓ | ✓ | ✓ | Top tier |
| Drag-and-drop widgets | ✓ | Top tier | ✓ | Top tier | — |
| Reports | |||||
| Custom reports (limit) | Unlimited | Limited (plan) | Limited (plan) | Limited (plan) | Limited (plan) |
| Cross-object reporting | ✓ | ✓ | ✓ | ✓ | Limited |
| Time-period comparison (YoY) | ✓ | ✓ | ✓ | ✓ | Top tier |
| Scheduled email delivery | ✓ | ✓ | ✓ | ✓ | Top tier |
| AI & Forecasting | |||||
| Write-capable AI agent (voice creates/updates records) | ✓ Rapi | — | — | — | — |
| Forecast model (weighted pipeline = value × win-probability) | ✓ | ✓ | ✓ | ✓ | Basic |
| AI insights/anomaly detection | — | Einstein | Insights | Zia | — |
| Natural language query | — | Einstein | — | Ask Zia | — |
| Export & Integration | |||||
| Excel/CSV export | ✓ | ✓ | ✓ | ✓ | ✓ |
| BI tool connector | REST API | Tableau (owned) | ✓ | ✓ | API |