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Your No-code and AI Automation PartnerAutomate Vtiger Reports with Make
Enhance data accuracy and save time by automating Vtiger CRM report generation with Make. Automatically compile sales, leads, and engagement data into Google Sheets or Slides, and email insightful reports to stakeholders.
When a Scheduled Trigger Occurs
1. Schedule Weekly Data Extraction
Initiate data extraction every week.
Extract CRM Data
2. Extract Sales Data
Pull sales performance metrics from Vtiger.
Extract CRM Data
3. Extract Lead Conversion Rates
Retrieve lead conversion statistics.
Extract CRM Data
4. Extract Engagement Metrics
Gather customer engagement insights.
Transfer Data
5. Feed Data to Google Sheets
Populate data into Google Sheets for processing.
Create Visual Report
6. Generate Visual Report
Transform data into a visual presentation.
Send Email
7. Email Reports to Stakeholders
Deliver reports to management via email.
- Repeat -
Automation Benefits
Key Benefits
Leverage automation to drive strategic advantages in your reporting process.
Reduced Manual Errors
Eliminate human errors in data extraction and reporting.
Strategic Time Allocation
Free up time for managers to focus on strategy, not data.
Enhanced Report Insights
Provide stakeholders with comprehensive, accurate insights.
Consistent Report Delivery
Ensure timely and reliable report distribution every week.
Cost Efficiency
Reduce costs associated with manual report generation.
Data-Driven Decisions
Empower managers with precise data for better decisions.
Features
Core Features
Explore the powerful features of this automation solution that ensures precise and efficient reporting.
- 1Scheduled Data Extraction
Automatically extract CRM data weekly to keep reports updated.
- 2Google Sheets Integration
Effortlessly feed extracted data into Google Sheets for processing.
- 3Visual Reporting in Google Slides
Create engaging visual reports to enhance stakeholder understanding.
Outcomes
Expected Outcomes
Implementing this automation will transform your reporting process, enhancing decision-making and strategy.
95%
Improved Data Accuracy
3+ Hours Weekly
Time Saved on Reporting
50%
Increased Stakeholder Engagement
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FAQ
Automation FAQs
Find answers to common questions about this Vtiger report automation.
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Pricing Plans
Our pricing plans
Choose a plan that's suitable for your needs.
One-Time
One-time Fee
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Build Fee + Maintenance Fee
from 300$/month
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Recurring
from $600/month
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.