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CRM Reports by Email Free

This app allows multiple reports to be configured and sent to recipients who are either internal users or external parties as CSV files. Reports can be set for Leads and Deals. For example, a referring person or agent can be sent a report concerning the progress of the leads which were referred by him or her. Any set of fields can be included in the report, and filtering by any fields is supported. Reports are sent daily, weekly, or monthly. Reports can be sent to a dynamic set of recipients, or configured to send to a specified list of emails. Multiple reports are supported.

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Task to CRM Automation Free

Allows tasks that are attached to CRM objects to initiate automations (Business Processes) on those CRM objects using the Task Automation feature (only in the Professional plan). This is a paid app with a yearly cost of $100.

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