---
title: CRM Reports
slug: contact-center/crm-reports
docTags: 
createdAt: 2025-10-22T06:18:40.451Z
---

### Overview

The **CRM Reports** section in the **Ameyo Archiving and Reporting Tool (ART)** provides detailed insights into customer relationship activities — including all customer interactions, state transitions, and lead-level details.

These reports are designed to help contact centers and sales teams monitor **customer engagement**, **lead progress**, and **interaction outcomes** in real-time.

By analyzing CRM reports, managers can gain a clear view of customer journey trends, agent performance in lead handling, and campaign efficiency.

### Available Reports

| **Report Name**             | **Definition**                                                                                                                                                                                                                                                                                                                                                        | **Applicable For**                                                                                           |
| --------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------ |
| **CRM Details Report**      | This report provides a complete view of all interactions performed with customers and the outcomes of those interactions. It helps track the **state changes of each customer** within the CRM system, offering visibility into the customer lifecycle, engagement activities, and conversion status.                                                                 | Applicable for all CRM-integrated inbound and outbound campaigns where customer state management is enabled. |
| **CRM Lead Details Report** | This report offers detailed information on each customer (lead) present in the CRM, including their **contact details**, **latest call history**, **handling agent**, and **engagement records**. It enables supervisors and campaign managers to analyze **lead quality**, **interaction touchpoints**, and **follow-up effectiveness** across agents and campaigns. | Applicable for outbound sales, support, and hybrid campaigns using CRM-integrated data flows.                |

### Key Benefits

- Gain **360° visibility** into all CRM-based customer interactions.
- Track **lead progress and conversion journeys** effectively.
- Identify **top-performing agents** and areas for improvement.
- Maintain accurate and up-to-date **customer communication records**.
- Improve **sales forecasting** and **customer engagement efficiency** through data-driven insights.