Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses grow.
Export the exact report tab and email its CSV with a row count.
Get a CSV copy of the exact spreadsheet tab you need, with its row count in your inbox or a clear explanation when no file can be sent.
Flag visible changes in incoming report charts for review.
Get a short email with the main findings from new chart images in your shared report folder, plus visible changes and questions worth checking.
Answer sales report requests with figures from matching deals.
Get a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.
Calculate requested pipeline figures from current deal records.
Get answers from your data analysis chatbot when teammates ask about the sales pipeline, with the deal filters behind each figure.