Your Automated Sales Command Center
Weekly sales summary email
Receive a perfectly crafted weekly sales summary email with your team’s performance data delivered every Monday morning. This automated report acts as a dynamic Sales Performance Dashboard in your inbox, so you stay informed without ever having to build a report again.
See it in action
Auto-create leads
Data Fragmentation Problem
As a sales leader, you spend hours manually pulling data from your CRM and wrestling with spreadsheets. The data is often outdated by the time you present it. Instead of building manual Sales Performance Dashboards, you need a weekly sales summary email that provides a consistent, clear view of team performance automatically.
Automated sales reporting tool
Key Features
Automated Data Aggregation
Archiz automated sales reporting tool pulls key metrics directly from your CRM, including leads, calls, meetings, and deals won, eliminating manual data collection.
AI-Powered Insights & Trend
Go beyond a simple automated sales report. Our agent highlights key trends and noteworthy achievements, so you can focus on what matters most.
Customizable & Deliverable Reports
We provide the best sales summary email format because it’s customizable. Archiz agent shows you how to automate weekly sales reports delivered on your schedule.
Sales performance dashboard
Use-Cases for sales summary
Fast-Growing Tech Startup
The sales VP used the automated sales report to save 4 hours weekly. This time was reinvested into coaching, helping increase team quota attainment by 10%.
National Real Estate Firm
This firm used the weekly sales report to create a culture of accountability and friendly competition, which boosted their overall property listings by 15%.
Manufacturing Company
Using the best sales summary email format, the team spotted a decline in outbound call activity, allowing them to address the issue before it impacted quarterly numbers.
More Agent Template
Auto-log calls & emails
Automatically logs calls and emails into CRM, linking them to the correct lead or deal.
Sentiment analysis on calls
Analyzes call transcripts to assess sentiment, urgency, and objections.
Auto-create leads from inbound
Extracts lead data from incoming emails and auto-creates CRM entries with scoring.
Multi-language support agents
Communicates with leads in their preferred language across channels.
Appointment reminders
Sends automated reminders for scheduled visits via SMS, email, or WhatsApp.
AI competitor battlecards
Builds battlecards with competitor strengths, weaknesses, and rebuttals.
Inbound Lead Capture Bot
Captures and qualifies inbound leads from web forms, chat, and email.
Territory-based lead routing
Assigns leads based on location, rep coverage, and regional rules.
Cross-platform lead sync
Syncs lead data across CRM, Google Sheets, marketing platforms, and support tools.
Auto-generate personalized
Creates customized proposals using lead data, pricing logic, and branded templates.
How to automate weekly sales reports
Value Proposition
Save hours of manual reporting work every week.
Get consistent, accurate, and timely insights into team performance.
Make proactive, data-driven coaching decisions.
Keep the entire leadership team aligned with a single source of truth.
FAQ
Absolutely. Our automated sales reporting tool allows you to drag and drop the KPIs for a weekly sales report that are most important to your business, creating a truly custom sales performance dashboard.
Yes. You can create and save multiple versions of your weekly sales email template and create different distribution lists for various audiences (e.g., one for sales reps, one for C-level executives).
Yes. One of the key benefits of automated sales reports is that they can automatically include week-over-week or month-over-month performance comparisons, providing valuable context without any extra work.
Our reports are designed to be easily understood. We focus on clear data visualization and highlight key trends, making it simple for anyone to read a sales summary and gain actionable insights.
Our tool can access and analyze data from any time frame available within your CRM, allowing you to create comprehensive historical reports or track long-term trends.
No, it provides insights. The agent analyzes the data to highlight noteworthy trends, such as a drop in call volume or a spike in deal size, turning raw data into actionable intelligence.
Automate with AI
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Stop building reports and start driving results. Get automated, intelligent sales summaries delivered to you. Activate your Reporting Agent today.
CRM Software has this features:
Every business does things a little bit differently, leading to very diverse needs. While there are some functions that are quite standard across the board, there are often functions that an out-of-the-box solution may not be able to handle.
Thousands of businesses do not use their CRM to its maximum effect, which can reduce productivity, customer satisfaction, and sales. It can be difficult for an organization to implement or manage a CRM tool, especially if they lack the required IT expertise, and what works well for another organization may not work so well for yours
Archiz CRM will Help you with Following features