Exporting contacts and generating reports

You can export your CRM data for reporting, backup, or integration with external tools at any time.

Exporting Contacts

1. Go to CRM → Contacts.
2. Apply any filters you want (or export the full list).
3. Click Export in the toolbar.
4. Choose the format: CSV (for spreadsheets and imports) or Excel (.xlsx) (for richer formatting).
5. The file downloads to your computer with all visible columns.

What Is Included

The export includes: name, company, email, phone, country, position, tags, lead stage, assigned team member, date created, and last activity date.

CRM Reports

Go to CRM → Reports for pre-built analytics dashboards:

• Lead pipeline — How many contacts are in each stage, with conversion rates between stages.
• Activity summary — Number of messages, RFQs, and deals per period.
• Team performance — Activity and conversion metrics per team member.
• Dormant contacts — Contacts with no activity in the last 90 days.

All reports can be filtered by date range, team member, country, and tags. Export any report as PDF or CSV.