Daily reports
Daily reports delivered automatically.
Start every day with a complete overview of your business. Antoc CRM automatically sends detailed reports on WhatsApp and email—leads added, deals closed, total calls with breakdown, and more—so you always know what happened across your team.
- WhatsApp summary
- Email analytics
- Call breakdown
- Reports section
Zero effort
Daily reports. Zero effort.
Antoc CRM automatically generates and delivers your business reports on WhatsApp and email—so you know what happened today, even before you open the CRM. Drill into the full report anytime in the Reports section.
Leads added
New inquiries today
Deals closed
Wins logged in CRM
Total calls
With answered / missed breakdown
Site visits
Scheduled & completed
What you'll receive
A complete overview—every single day
Leads, calls, follow-ups, visits, staff, deals, sources, and pipeline—all compiled automatically.
Lead performance
Track how many new leads were added, where they came from, and how your pipeline is growing.
Call activity
Monitor total calls, answered calls, missed calls, and staff calling performance.
Follow-up tracking
See completed, pending, and overdue follow-ups so no lead is forgotten.
Site visit reports
Visibility into scheduled, completed, and upcoming site visits across your team.
Staff performance
Daily productivity—lead handling, calls, visits, and deal progress for every team member.
Sales & deal updates
Stay updated on deals added, deals closed, revenue performance, and active opportunities.
Lead source analytics
Identify which sources generate the most leads and conversions.
Pipeline overview
Track lead movement across every stage—from new inquiry to successful closure.
Three ways to read your report
WhatsApp, email, and the Reports section
Same core numbers—leads added, deals closed, total calls with breakdown—on WhatsApp and email. Open the full dashboard in CRM when you need every chart and filter.
WhatsApp daily summary
Receive a concise business snapshot directly on WhatsApp—perfect for owners who want quick updates without opening the CRM.
- Leads added today
- Deals added & deals closed
- Total calls made
- Call breakdown—answered, missed, and dialed
- Site visit activity
- Follow-up status
- Staff performance summary
Email reports with analytics
Get detailed visual reports delivered to your inbox every day—with the same key numbers as WhatsApp, plus deeper charts.
- Leads added, deals closed, and total calls
- Call breakdown and staff call performance
- Performance charts
- Lead source reports
- Staff productivity analytics
- Follow-up insights
- Pipeline analytics
- Downloadable reports (PDF)
Full report in the Reports section
WhatsApp and email give you the morning snapshot. Open Antoc CRM anytime to see the whole report—charts, staff tables, pipeline funnel, filters, and export.
- Complete daily dashboard inside CRM
- Lead source donut chart and pipeline funnel
- Staff-wise calls, follow-ups, visits, and deals
- Call analytics with answered vs missed breakdown
- Filter by date, team, or staff and export
Why teams love daily reports
Know what happened today—before you ask anyone
- No need to ask staff for updates every morning
- Monitor the entire team from one report
- Spot missed follow-ups instantly
- Track calls and site visits automatically
- See deals added and closed without opening CRM
- Call breakdown on WhatsApp and email—not just totals
- Measure team productivity daily
- Make better decisions with real-time business data
Daily reports. Zero effort.
Book a demo—see WhatsApp summary, email analytics, and the full Reports section with leads, deals, calls, and staff performance.