Reporting
LeadSnap Reporting is an excellent tool for agencies who want to provide client reporting or for any organization that wants to automate the process of creating and distributing recurring reports. With LeadSnap Reporting, you can brand the report and send it to clients by email, pdf, or link. You can even include interactive options like call playback. This makes it easy for your clients to review and approve the reports before they are sent.
Why Use LeadSnap Reporting?
A great tool for internal and external reporting
One Click Review and Approval
From reviewing to approving, make the process easy for your clients with one click approval.
Flexible and Customizable
LeadSnap Reporting is flexible and customizable, so you can make the reports exactly how you want them.
Scheduled and Automated
Schedule your reports to be automatically generated and sent, so you can set them and forget them.
Interactive Options
Add interactive options to your reports, like call playback, so you can interpret client data.
Internal and External Reporting
Whether you’re reporting to clients or want to digest internal data, LeadSnap Reporting can help.
LeadSnap Reporting
Core Features
Here are some of the core features that make LeadSnap Reporting so powerful:
Contact Management
With LeadSnap Reporting, you can easily manage your contacts and keep track of their data.
Lead Tracking
Track your leads and get an overview of their activity with LeadSnap Reporting.
Reporting Scheduler
Schedule your reports to be automatically generated and sent on a regular basis.
Custom Data Fields
Add custom data fields to your reports to get exactly the information you need.
Onboarding Questionnaire
Get to know your clients better with the LeadSnap onboarding questionnaire. Custom surveys are also available.
Task Reminders
Tired of forgetting to follow up with clients? Use LeadSnap Reporting to set task reminders and never miss another follow-up.
LeadSnap Reporting
Customizable Options
There are virtually no limitations when it comes to customizing your reports with LeadSnap Reporting. You can add as many or as few data fields as you want, and you can even include custom surveys. Customize your reports by sending them via:
• Email
• PDF
• Custom Link
Any of these on their own would make a big difference, you combine them together and the spam is all but out of your life forever.
How Does LeadSnap Reporting Work?
Create Your Schedule
Once your reports are created, you can schedule them to be automatically generated and sent on a regular basis. You can even include interactive options like call playback.
Send Your Reports
Your reports will be sent via email, PDF, or custom link. You can brand the report with your logo and company name.
One Click Approval
When you’re ready to send your reports, you can add an approval step with one click approval. This makes it easy for your clients to review and approve the reports before they are sent.
Learn the Benefits of LeadSnap Reporting
Working in digital marketing, we often need to report to clients on the progress of campaigns. Traditional reporting methods can be time-consuming and tedious, but LeadSnap Reporting makes it easy. With LeadSnap Reporting, you can automate the process of creating and distributing reports. You can even include interactive options like call playback. This makes it easy for your clients to review and approve the reports before they are sent.
LeadSnap Reporting is a great tool for internal and external reporting. Some of the major benefits include
• One Click Review and Approval: From reviewing to approving, make the process easy for your clients with one click approval.
• Flexible and Customizable: LeadSnap Reporting is flexible and customizable, so you can make the reports exactly how you want them.
• Scheduled and Automated: Schedule your reports to be automatically generated and sent, so you can focus on other tasks.
• Interactive Options: Add interactive options to your reports, like call playback, so you can interpret client data.
• Internal and External Reporting: Whether you’re reporting to clients or want to digest internal data, LeadSnap Reporting can help.
These are just some of the benefits of LeadSnap Reporting. If you’re looking for an easy and effective way to report to clients, LeadSnap Reporting is the perfect solution.
Get Started with
LeadSnap Reporting Today
You Can Save Time and Money with LeadSnap ReportingIf you’re tired of traditional reporting methods, it’s time to try LeadSnap Reporting. With LeadSnap Reporting, you can easily create and automate reports. You can even include interactive options like call playback. This makes it easy for your clients to review and approve the reports before they are sent.
