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Reach Reporting VS Funnel CRM

Compare Reach Reporting VS Funnel CRM and see what are their differences

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Reach Reporting logo Reach Reporting

Quickly automate visual financial reporting for your clients making intricate and elaborate spreadsheets easy to comprehend.

Funnel CRM logo Funnel CRM

Never miss closing a deal, or following up with a customer again
  • Reach Reporting Landing page
    Landing page //
    2022-06-28

The accounting profession is changing rapidly. Now you can get more involved with how your client’s financial, operational, and people insights come together—making you better equipped to guide your clients into the future. Quickly turn your traditional financial statements into empowering managerial reports that tell the story behind the data.

Bring your clients’ statements to life with unique visual metrics. Use Reach Reporting’s pre-built People Advisory reports or the financial templates to display rich insight.

You are a professional—we get that—and your clients know it. So, we make certain you can build what you want, however you want. Using Reach you have a powerful spreadsheet interface to do it.

Formulas, classes, locations, live data, and more. You are going to feel right at home.

Now you have the power to work without your hands tied.

Automate beautiful, Fortune 500-looking, management-level reports to enhance your game. Provide monthly, quarterly, or annual periods that impress your clients, empowering them to make informed business decisions—turning you into an invaluable resource for their success.

  • Funnel CRM Landing page
    Landing page //
    2021-12-12

Reach Reporting features and specs

  • Backend smart spreadsheet: build your spreadsheet inside Reach it will update automatically for any date range.
  • Build any report: stop being restricted by your solution. Instead build any report you can imagine, turn it into a template, and auto-populate for any client.
  • Create any visual metric: Visuals are vital in telling a story, especially when telling a financial story. Build any type of visual metric to help your clients understand their financials.
  • Help clients connect their financial dots.: Help your clients draw conclusions between disparate data by connecting all types of data to develop a deeper insight.
  • Start with a template or build from scratch: Choose from several template to get you going, customize them or build what you like from scratch.
  • Report PDF of interactive dashboards.: Whatever your client needs you can provide it to them. Give them a snapshot in time or let them interact with their data in meetings.

Funnel CRM features and specs

No features have been listed yet.

Reach Reporting videos

+ Add

A quick overview or Reach Reporting

More videos:

  • Review - Episode 21 - Special Guest Justin Hatch of Reach Reporting

Funnel CRM videos

+ Add

Top Sales Funnel Software Review 2019 – Best One For You? (ClickFunnels Alternatives)

More videos:

  • Review - Warning ⚠️ Worst Funnel Builders You MUST AVOID! (Sales Funnel Software Review)
  • Review - Email Cash Funnel Review 📧$1997 Bonus📧📧📧

Category Popularity

0-100% (relative to Reach Reporting and Funnel CRM)

Reach Reporting

Funnel CRM

Accounting & Finance
100 100%
Accounting & Finance
0% 0
CRM
0 0%
CRM
100% 100
Financial Reporting
100 100%
Financial Reporting
0% 0
Sales
0 0%
Sales
100% 100

User comments

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What are some alternatives?

When comparing Reach Reporting and Funnel CRM, you can also consider the following products

Fathom - Financial intelligence and performance reporting

HubSpot CRM - Free CRM software for small businesses.

Jirav - Cloud Financial Reporting and Analytics for High Growth Companies

Less Annoying CRM - A simple customer relationship manager made just for small businesses. Manage contact info, track leads, and never miss a follow-up.

Qvinci - Financial consolidation, reporting & benchmarking software

Keap - Grow Sales. Save Time. Get Organized.

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