--- 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" publication_date: "2026-10-21" --- # CRM Analytics Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 21, 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/) 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://www.g2.com/products/mplatform-sdk/claim_requests/new?auto=true) ## 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. [### Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/) [4.6 (1,895)](https://www.capterra.com/p/176586/Power-BI/reviews/) Starting Price $70 Per User, Per Year Starting Price $10 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.1 (80) Ease Of Use 4.1 (1,874) Value For Money 4.2 (52) Value For Money 4.4 (1,277) Customer Service 4.1 (56) Customer Service 4.2 (1,212) ## CRM Analytics alternatives [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 (2,364)](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 (173)](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/) [Reportei](https://www.capterra.com/p/180418/Reportei/) [4.7 (241)](https://www.capterra.com/p/180418/Reportei/reviews/) Starting price $24.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/180418/Reportei/) [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 fragmented reporting and slow KPI analysis by bringing Salesforce and connected business data into interactive dashboards, filters, and visual reports. Sales representatives, marketing teams, managers, and operations analysts use it to track opportunities, transactions, customer requests, campaign journeys, and performance trends without relying on manual report compilation. Answer based on 50 reviews Overview ### Which roles and teams benefit most from CRM Analytics? CRM Analytics is most used by sales managers, account executives, and regional sales teams to track pipeline activity, account performance, and revenue trends. Marketing managers and automation specialists monitor campaign results and lead engagement, while consultants, business analysts, engineers, and owners use dashboards to assess operational data and support planning. Answer based on 72 reviews Overview ### What company size and industries is CRM Analytics built for? CRM Analytics is for everyday business users, with strongest reviewer adoption among small businesses (39%) and Computer Software organizations (24%). It also serves enterprises (37%) and midsize businesses (24%), particularly in Information Technology and Services (16%), while Marketing and Advertising accounts for 4% of reviewers. Answer based on 80 reviews Features and Usability ### What are the key features of CRM Analytics? CRM Analytics includes core data analysis tools for exploring Salesforce and external data, plus customizable dashboard creation, visual analytics, and ad hoc reporting. Reviewers frequently highlight its interactive dashboards, KPI monitoring, data connectors, and report customization for tracking sales, customer activity, marketing campaigns, and performance metrics. Answer based on 31 reviews Integrations ### Which third-party tools and platforms does CRM Analytics integrate with? CRM Analytics integrates with five third-party data and analytics platforms: BigQuery, Google Sheets, Microsoft SQL Server, Presto, and Snowflake. These connections support importing, querying, and analyzing business data from cloud warehouses, databases, and spreadsheet sources within CRM Analytics reporting workflows. Answer based on 16 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 training, and reviewers find daily use and basic configuration relatively easy for Salesforce-familiar users. New users may face a learning curve because of its many features. Administrators and teams managing integrations, connectors, or advanced data setup often need specialists and additional development resources. 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, knowledge base, phone support, and chat. Users describe support as good and find knowledge-base integration useful, but some want more technical guidance and training for non-premium users. Reviewers also report that complex integrations, dashboard customization, and password resets can require added support or administrative help. Answer based on 16 reviews Features and Usability ### What features does CRM Analytics offer for reporting and tracking? CRM Analytics provides broad reporting, dashboard, tracking, and customization tools, but advanced setup can demand specialist skills. Sales and operations teams use it to monitor leads, transactions, service requests, and KPIs in one place. Administrators value its flexibility, while beginners may face a learning curve, limited permissions, and less polished interface or mobile experience. Answer based on 30 reviews Features and Usability ### How well does CRM Analytics support data analysis and reporting? CRM Analytics makes data analysis accessible through interactive dashboards, filtering, visual reports, and predictive tools. Sales, marketing, and management teams can combine Salesforce data with connected sources, explore KPIs, and share findings on mobile devices. Complex external-data connections and ongoing administration may still require training, coding knowledge, or support from experienced Salesforce specialists. Answer based on 27 reviews ## Features AI summary Based on 4,769 Reporting reviews Capterra data shows that buyers of reporting software rank the following features as their top priorities: - **Customizable Reports** (**54%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**56%**) - **Data Visualization** (**44%**) CRM Analytics supports **Reporting/Analytics** and **Data Visualization**, giving teams the tools to track performance trends and present insights in a clear visual format. However, it does not include **Customizable Reports**. Instead, it offers other highly rated capabilities, including **Data Connectors** (**46%**), **Data Import/Export** (**45%**), and **Dashboard Creation** (**44%**), which help businesses bring data together from multiple sources, move information more easily, and monitor key metrics in one place, allowing teams to make faster and more informed decisions. 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 82 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 - Version Control: Track revisions and updates made to files and navigate between different versions - 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. Popular comparisons [Tableau vs CRM Analytics](https://www.capterra.com/compare/140039-208764/Salesforce-Analytics-Cloud-vs-Tableau)