--- title: "CRM Analytics Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about CRM Analytics Software - reviews, pricing plans, popular comparisons to other Reporting products and more." source_url: "https://www.capterra.com/p/140039/Salesforce-Analytics-Cloud/" page_type: "product" language: "en" --- # CRM Analytics Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) CRM Analytics ## What is CRM Analytics? Now, there's nothing between you and the insights you need. For every business user. Explore any combination of data, get answers instantly, and share with your team. From any device, anywhere, faster than ever before. For analysts. Deliver new insights to your business users however, wherever, and whenever they want them. Uncover every opportunity at the speed of your business. ## What is CRM Analytics used for? [Reporting](https://www.capterra.com/reporting-software/)[Dashboard](https://www.capterra.com/dashboard-software/)[Business Intelligence](https://www.capterra.com/business-intelligence-software/) Top alternative Featured Overall rating Based on 80 user reviews Reviews sentiment Positive 90% Neutral 5% Negative 5% Starting price $70 Per User, Per Year Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for CRM Analytics?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.salesforce.com/&name=CRM Analytics) Rating Breakdown 4.3 +− Features4.2 Value for Money4.2 Ease of Use4.1 Customer Service4.1 Rating Breakdown 4.3 Features4.2 Value for Money4.2 Ease of Use4.1 Customer Service4.1 ## CRM Analytics Reviewers Verdict Updated August 2026 AI summary - CRM Analytics is well suited to sales, marketing, and business teams needing visibility into pipeline and performance data. - Users most consistently value its analytics features, clear dashboards, and ease of use for tracking business trends. - It helps teams reduce manual reporting and quickly identify customer patterns for better decision-making. - Buyers may need to accept some trade-offs around higher per-user costs and the lack of fully customizable reports. - It fits teams prioritizing integrated analytics and data visibility, but may not suit those with tight budgets or highly specific reporting needs. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### CRM Analytics 4.3 (80) VS. [4.5 (285)](https://www.capterra.com/p/169053/Looker/reviews/) Starting Price $70 Per User, Per Year Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.1 (80) Ease Of Use 4.3 (1,867) Value For Money 4.2 (52) Value For Money 4.4 (1,271) Customer Service 4.1 (56) Customer Service 4.5 (1,205) ## CRM Analytics alternatives [Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/) [4.6 (1,888)](https://www.capterra.com/p/176586/Power-BI/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/176586/Power-BI/) [Google Analytics 360](https://www.capterra.com/p/177042/Google-Analytics/) [4.7 (8,101)](https://www.capterra.com/p/177042/Google-Analytics/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/177042/Google-Analytics/) [Tableau](https://www.capterra.com/p/208764/Tableau/) [4.6 (2,358)](https://www.capterra.com/p/208764/Tableau/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/208764/Tableau/) Highest Rated [Better Reports](https://www.capterra.com/p/228181/Better-Reports/) [4.9 (174)](https://www.capterra.com/p/228181/Better-Reports/reviews/) Starting price $19.90 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/228181/Better-Reports/) [View all alternatives](https://www.capterra.com/p/140039/Salesforce-Analytics-Cloud/alternatives/) ## FAQs about CRM Analytics Overview ### What problems does CRM Analytics solve? CRM Analytics solves slow, manual reporting and poor visibility into customer activity by bringing Salesforce data into one dashboard with drill-down reports, reminders, and mobile access. Sales teams, account managers, and business leaders use it to spot trends quickly, monitor client follow-ups, and share answers without chasing updates across systems. Answer based on 31 reviews Overview ### Which roles and teams benefit most from CRM Analytics? CRM Analytics benefits sales managers, account executives, and business development teams that need pipeline visibility, forecasting, and performance tracking. Marketing and brand teams use it to measure campaign impact and customer trends, while analysts, administrators, and business owners rely on dashboards and data quality insights to guide operational and strategic decisions. Answer based on 72 reviews Overview ### What company size and industries is CRM Analytics built for? CRM Analytics is built for everyday business users, especially small businesses at 39% of reviewers, with strong enterprise adoption at 37%. It is used most in Computer Software at 24% and Information Technology and Services at 16%, with additional presence in Marketing and Advertising at 4%. Answer based on 80 reviews Features and Usability ### What are the key features of CRM Analytics? CRM Analytics includes core analytics features like dashboard creation, ad hoc reporting, data visualization, and KPI monitoring, which reviewers discuss most often. It also offers differentiators such as predictive analytics, data blending across multiple data sources, and Salesforce integrations, plus customizable dashboards and mobile dashboards for sharing insights. Answer based on 31 reviews Integrations ### Which third-party tools and platforms does CRM Analytics integrate with? CRM Analytics integrates with Slack for internal communication and connects to data platforms including Google Cloud BigQuery, Google Sheets, Microsoft SQL Server, Presto, SAP HANA, and Snowflake. These integrations cover team communication, spreadsheet-based analysis, and connections to cloud, SQL, and enterprise data sources. Answer based on 17 reviews Getting Started and Support ### How easy is it to onboard and train a team on CRM Analytics? CRM Analytics offers documentation and videos to support onboarding, but training ease depends on the user. Daily users and sales reps often learn it fairly quickly, while admins, new Salesforce users, and teams handling integrations usually need more time, specialist help, and a structured rollout to get fully up to speed. Answer based on 11 reviews Getting Started and Support ### What customer support options does CRM Analytics offer, and how do users rate the experience? CRM Analytics offers email/help desk, FAQ/forum, a knowledge base, phone support, and chat. Users generally describe support as good and training as fairly easy, especially once integrated with the knowledge base, but some report a learning curve, costly premium assistance, limited help for non-premium users, and slow password-reset processes. Answer based on 16 reviews Features and Usability ### What features does CRM Analytics offer? CRM Analytics offers broad reporting, dashboards, KPI tracking, data visualization, and integrations that help teams monitor sales activity and business performance. Enterprise users and experienced admins often value its customization, while smaller teams or beginners may find setup, permissions, mobile experience, and advanced configuration harder to manage. Answer based on 30 reviews Data analysis ### How good is CRM Analytics for data analysis? CRM Analytics handles data analysis well with interactive dashboards, flexible filtering, visual reporting, and support for combining Salesforce and external data. Sales teams, marketers, and analysts often use it for KPI tracking and campaign analysis, though some organizations still face training needs, integration effort, and occasional data management concerns. Answer based on 27 reviews ## Features AI summary Based on 4,676 Reporting reviews Capterra reviewers highlight these as the features buyers care about most when choosing reporting software: - **Customizable Reports** (**54%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**56%**) - **Data Visualization** (**44%**) CRM Analytics includes **Reporting/Analytics** and **Data Visualization**, giving teams the tools to track performance metrics and present data in a clear, visual format. However, it does not offer **Customizable Reports**. Instead, it provides other important reporting features, including **Data Connectors** (**46%**), **Data Import/Export** (**45%**), and **Dashboard Creation** (**44%**). These capabilities help businesses bring data together from multiple sources, move information where it is needed, and build at-a-glance views for decision-making, allowing teams to monitor trends and act faster. Reporting/Analytics 4.6 (15) 73.33% of 15 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Data Visualization 4.4 (14) 42.86% of 14 reviewers that rated this feature as important or highly important Graphical representation of data Data Connectors 4.3 (9) 33.33% of 9 reviewers that rated this feature as important or highly important Connect to big data sources Data Import/Export 4.0 (5) 40.00% of 5 reviewers that rated this feature as important or highly important Import and export data to and from software applications Dashboard Creation 4.5 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Creation and customization of dashboards Search/Filter 4.4 (9) 44.44% of 9 reviewers that rated this feature as important or highly important Search and filter data across systems to locate required information by entering keywords or certain criteria CRM Analytics 81 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Ad hoc Reporting: Generate one-off reports that meet information requirements - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Association Discovery: Machine learning method, based on rules, to find interesting relationships between variables in large databases - Bayesian Analysis: A statistical method, based on Bayesian inference, that expresses unknown parameters as probability statements - Benchmarking: Compare key metrics for the business against prominent players in the industry - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Dashboard: Alter the layout and content of dashboards - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Customization: Create labels for products that contain required information such as colors, sizes, dates, etc. - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Analysis Tools: Analyze survey results via statistical testing or crosstabs directly within the software - Data Blending: Merge data from multiple sources to a single data set - Data Capture and Transfer: Import, collect, and capture data from multiple sources - Data Cleansing: Removes data that is incomplete, inaccurate, or irrelevant from a dataset - Data Clustering: Clustering or grouping objects based on data similarities - Data Connectors: Connect to big data sources - Data Discovery: Discover and connect variety of data sources to the application for analysis - Data Import/Export: Import and export data to and from software applications - Data Management: Ability to handle large datasets - Data Mapping: Track the management and flow of data throughout the organization - Data Visualization: Graphical representation of data - Data Warehousing: Central repositories of integrated data from various sources - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - File Storage: Store and access documents, forms, and photos in one centralized place - Financial Reporting: Generate reports to assess the financial performance of an organization - For Healthcare: Software designed for the healthcare industry - Forecasting: Form predictions based on past and present data/trends - Functions/Calculations: Perform various mathematical calculations using the data - High Volume Processing: Process and analyze large volume of data - Historical Reporting: Information, data and reports that are being tracked over time - Key Performance Indicators: Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity - KPI Monitoring: Tracking the status of previously identified performance measurements - Marketing Reports: Reports specific to marketing and associated campaigns - Metadata Management: Collect and maintain structured information that describes data or content - Mobile Dashboards: View and present dashboard on mobile devices - Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making - Monte Carlo Simulation: stochastic model based on repeated random sampling - Multiple Data Sources: Allows users to manage data from a number of sources - Multivariate Analysis: Analysis of data sets that contain more than one variable - Natural Language Processing: Process and analyze human language in text or audio form - No-Code: Drag and drop/visual interfaces that allow non-tech users to build without writing code - OLAP: Online Analytical Processing technology for performing high-speed complex queries or multidimensional analysis on large volumes of data - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Predictive Analytics: Predict future data based on historical data sets - Private Dashboards: Share dashboard screen within private user groups - Profitability Analysis: Evaluate the degree to which business operations bring monetary gains - Public Dashboards: Publish dashboard publicly on various platforms - Publishing/Sharing: Share pre-configured sets of data organized and presented in a specific manner with the organization - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Regression Analysis: Analysis to understand which of the independent variables are related to the dependent variable - Relational Display: Relationship diagram view that arranges items in data based on the relationships between them in a freeform graph. - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Reports: Reports specific to sales analysis for trends and strategies - Scheduled/Automated Reports: Set a time to generate routine reports automatically - Scorecards: Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Self Service Data Preparation: Access, combine, transform, and store data without the help of an IT department - Self-service Analytics: Generate reports on your own without IT involvement - Single Page View: Display aggregated data points on one page for a bird's eye view assessment - Statistical Analysis: Apply statistical/mathematical models to sets of data - Statistical Process Control: Statistical methods to assist with and maintain quality control of processes - Statistical Simulation: Assess the performance of a method by picking a random sample from a normal distribution - Storytelling: Ability to present data insights in the form of a story to the audience - Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them - Survival Analysis: Analyze the expected duration of time until one or more events occur - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time Series Analysis: Series of data points indexed in time order - Trend Analysis: Review data from past periods to reveal recurring tendencies and predict future performance - Trend/Problem Indicators: Visually identify direction of development and areas that require attention - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Visual Discovery: Process of visually navigating data and applying analytics to detect patterns, gain insight, and answer specific business queries. - Widgets: An extended application or connector that enables users to perform additional services with their current set of tools --- Get Advice We can help you find the software with the features you need. Features 4.2 (80) 4.2 Based on 80 reviews ## Pricing Value for money 4.2 (52) Free Trial [View pricing plan details](https://www.capterra.com/p/140039/Salesforce-Analytics-Cloud/pricing/) Basic $70.00 Per User,Per Year Value for money 4.2 (52) 4.2 Based on 52 reviews ## Integrations [ Google Sheets](https://www.capterra.com/p/169718/Google-Sheets/)[ Microsoft SQL Server](https://www.capterra.com/p/1417/SQL-Server/)[ Snowflake](https://www.capterra.com/p/148267/Snowflake/)[ BigQuery](https://www.capterra.com/p/268689/Google-Cloud-BigQuery/)[ Presto](https://www.capterra.com/p/193000/Presto/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.1 (56) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.1 (56) 4.1 Based on 56 reviews ## User reviews Overall rating 4.3 Based on 80 reviews Filter by rating 5(39) 4(33) 3(4) 2(0) 1(4) Mentioned topic Sorted by most recent JB Juan B. BDR Computer Software ### "Salesforce: CRM Analytics for all" 4.0 Overall Rating 4.0 4.0 Ease of Use 2.0 2.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 April 19, 2025 For me, it’s one of the more comprehensive CRM analytics tools because it’s naturally integrated with Salesforce, which has always had a wide range of customizable capabilities. Additionally, its analytics features are never lacking. Although its features and services are highly customizable, it would be a great addition if the interface could also be customized to some extent. Pros Salesforce, with its numerous features for analytics and reports, is a perfect business intelligence tool with advanced data analytics capabilities. Its highly customizable nature makes it ideal for businesses of all sizes. Cons The only disadvantage I’ve found about Salesforce, in general, and its CRM analytics capabilities, is that its interface is visually unappealing compared to other systems. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AM ASHLEY M. Office Manager Information Technology and Services ### "Great Platform" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 February 4, 2025 I enjoy using this platform, i find new tools each day. Pros CRM Analytics was a great tool to keep me organized and informed. Cons Platform was a little hard to navigate at times. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DK Deepanshu K. Customer support executive Financial Services ### "CRM Analytics Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 December 21, 2024 Pros Easy to track merchant account, transactions details, complaints, queries and requests. I most like feed feature to track the latest conversation and complaints progress. Cons There is nothing to dislike in CRM Analytics but sometimes i feel the data fillup section which takes most of the productive time in payment cases. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. NP Narender P. Senior Customer Support Executive Financial Services ### "Senior Customer Support Executive " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 7, 2024 Pros We are using Salesforce CRM analytics for our merchants to easily track their requests, complaints and services related issues, easily to access there previous records through his case id, easy to use after integration with our knowledge base Cons To close the generated Service appointment number Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. EB Emily B. Customer Success Associate Transportation/Trucking/Railroad ### "CRM Analytics" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 22, 2024 It is a good tool however there is always room for improvement. Pros The information and tracking purposes. The secureness Cons That the verification code doesn't go to both email and phone Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RM Romeo M. Direttore Newspapers ### "Potente e competente" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 April 6, 2024 Si tratta di uno strumento strategico che consente di costruire nel tempo un rapporto solido e duraturo con i propri clienti. Direi che si riesce ad ottenere una soddisfazione tangibile sia dal punto di vista aziendale che per i clienti Pros Ottima la personalizzazione delle interazioni ed eccellente la capacità di tracciare in toto il percorso del cliente in modo da aumentare la fidelizzazione Cons Gli investimenti in termini di tempo e risorse finanziarie non sono trascurabili Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Edgar G. Director Marketing and Advertising ### "Best way for customer analytics" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 July 19, 2023 Do more with less effort. Pros User friendly and very powerful tool for customer analytics. Cons Maybe it could improve mobile experience. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Canice Renzie P. Business Development Manager Staffing and Recruiting ### "Salesforce with CA" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 March 16, 2023 While the platform offers a lot of flexibility and customization options, businesses may need to invest significant time and resources into configuring the platform to their specific needs. Pros User-friendly interface that makes it easy for businesses to manage their data and workflows. Cons The price. It's a bit expensive especially for small businesses. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User 会社員 Information Technology and Services ### "Sales Forceを100%活用できるAIデータ分析ツール" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 February 20, 2023 Pros 営業担当者でも簡単にデータ分析ができる。SalesForceでもある程度の集計、分析は行えるが、大量のデータを取り扱う場合はCRM analyticsがかなり便利。コーディング不要のAIがレコメンドを出してくれるので、半自動でデータ分析、レポート生成が可能。 Cons ある程度のSales Forceの知識がないと使いづらい。また、ユーザーごとの課金なので、チーム全員で使うとなると割とコストがかかる。 Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Felix G. Insurance Agent Medical Devices ### "Un excelente panel analitico!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 February 17, 2023 Pros La plataforma es fácil de usar. Se Pueden ver los datos en la propia herramienta y se pueden realizar cambios de formato en la misma nube. La conexión con otras aplicaciones de la misma casa es un complemento genial. Las opciones de personalización para los informes son un extra. Cons Creo que debido a que este CRM es el líder en este espacio, también viene con muchas herramientas y características, que a veces pueden ser un poco abrumadoras. (Aunque también hay muchas buenas capacitaciones sobre el uso de este software disponibles para ayudar). Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/140039/Salesforce-Analytics-Cloud/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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