# CRD Crystal Reports Automation Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about CRD Crystal Reports Automation Software - reviews, pricing plans, popular comparisons to other Workflow Management products and more.

Source: https://www.capterra.com/p/155545/CRD-Crystal-Reports-Automation

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# 

 CRD Crystal Reports Automation Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 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)

CRD Crystal Reports Automation

## What is CRD Crystal Reports Automation?

CRD (Crystal Reports Distributor) is a Crystal Reports Scheduler that saves time & money by making it easy to automate Crystal Reports. Define single or packages of reports, schedule & run them automatically, & send them to Print, Fax, Folder, FTP, Dropbox, SharePoint & Email in a number of formats including Excel, Word, PDF, CSV & more. Standard features include: Date & Time Scheduling, Event-Triggers, Dynamic & Data Driven Automation, Pre & Post Delivery Workflows, Windows Service Scheduler.

## What is CRD Crystal Reports Automation used for?

[Reporting](https://www.capterra.com/reporting-software/)[Business Intelligence](https://www.capterra.com/business-intelligence-software/)[Workflow Management](https://www.capterra.com/workflow-management-software/)

Top alternative

Featured

Overall rating

Based on 1 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$1400

Per Feature, One Time

Free trial  
available

Includes Free Version

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## 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.

### CRD Crystal Reports Automation

5.0 (1)

VS.

[4.5 (13,604)](https://www.capterra.com/p/184581/Asana-PM/reviews/)

Starting Price

$1400

Per Feature, One Time

Starting Price

$10.99

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

5.0 (1)

Ease Of Use

4.4 (14,460)

Value For Money

5.0 (1)

Value For Money

4.4 (9,858)

Customer Service

5.0 (1)

Customer Service

4.3 (9,614)

## CRD Crystal Reports Automation alternatives

[4.6 (6,072)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting price

$9.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[4.4 (3,023)](https://www.capterra.com/p/76113/Wrike/reviews/)

Starting price

$10.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

89%

of reviewers

rated it above 4 stars

Highest Rated

[4.7 (3,594)](https://www.capterra.com/p/186749/TaxDome/reviews/)

Starting price

$800.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[4.5 (3,526)](https://www.capterra.com/p/79104/Smartsheet/reviews/)

Starting price

$12.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

## FAQs about CRD Crystal Reports Automation

Overview

### What company size and specific industries is CRD Crystal Reports Automation built for?

CRD Crystal Reports Automation is designed for small, medium, and large organizations that need to automate the generation and delivery of sales reports, invoices, operational reports, and other Crystal Reports outputs. It is not tied to a specific industry and fits businesses across sectors that use Crystal Reports.

Features and Usability

### What are the key features of CRD Crystal Reports Automation?

CRD Crystal Reports Automation offers scheduled and automated reports, ad hoc reporting, customizable reports, and summary reports for financial, sales, and marketing reporting. It also includes business process automation, rules-based workflow, task scheduling, data connectors, data import/export, monitoring, and third-party integrations for report delivery and workflow control.

Integrations

### Which third-party tools and platforms does CRD Crystal Reports Automation integrate with?

CRD Crystal Reports Automation integrates with Dropbox Business, Microsoft Excel, Microsoft SharePoint, and Microsoft Word. These catalog integrations cover file storage and Microsoft productivity tools, giving the platform connections to common document and reporting workflows.

Getting Started and Support

### What training and onboarding options does CRD Crystal Reports Automation offer?

CRD Crystal Reports Automation provides in person training, live online sessions, webinars, and documentation to help teams get started. In person and live online formats support guided setup, webinars offer scheduled instruction, and documentation gives written reference material for self-paced learning and later review.

Getting Started and Support

### What customer support options does CRD Crystal Reports Automation offer?

CRD Crystal Reports Automation provides email/help desk, FAQ/forum, phone support, and chat. Support experience details are not available from reviewer feedback here, so the listed channels are the only confirmed ways users can seek help.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Ad hoc Reporting

Generate one-off reports that meet information requirements

Business Process Automation

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Collaboration Tools

Provides a channel for team members to share AI models, media files, communicate, and work together

Customizable Reports

Alter the layout and content of reports

Data Connectors

Connect to big data sources

CRD Crystal Reports Automation 19 features

Generate one-off reports that meet information requirements

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Track and manage schedules and meetings via an integrated calendar

Provides a channel for team members to share AI models, media files, communicate, and work together

Alter the layout and content of reports

Connect to big data sources

Import and export data to and from software applications

Translate EDI formats into data suitable for use with company applications.

Manage, store and organize emails within the system or via third-party apps

Generate reports to assess the financial performance of an organization

Reports specific to marketing and associated campaigns

Observe and track the demand, usage, progress or quality of a system, product, or user

Online Analytical Processing technology for performing high-speed complex queries or multidimensional analysis on large volumes of data

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Reports specific to sales analysis for trends and strategies

Set a time to generate routine reports automatically

Search and filter data across systems to locate required information by entering keywords or certain criteria

Set up connections to third-party platforms to improve business processes

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

5.0 (1)

5.0

Based on 1 reviews

## Pricing

Value for money

5.0 (1)

Free Trial

Basic

$1,400

Per Feature,One Time

Value for money

5.0 (1)

5.0

Based on 1 reviews

## Integrations

[

Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)[

Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[

Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[

Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/)

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

5.0 (1)

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

5.0 (1)

5.0

Based on 1 reviews

## User reviews

Overall rating

5.0

Based on 1 reviews

Filter by rating

5(1)

4(0)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

TM

Theresa M.

Functional Business Analyst

### "Dynamic Multi-Output Made Easy"

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

9/10

October 19, 2016

The principal benefit we get from using CRD, is when we produce our month-end invoicing. Not only are we able to produce the output with separate format options (PDF and/or Excel), the invoices can be saved out to a file share using dynamic folder naming for archival purposes. We also deliver the invoices electronically to our customers via the email option. CRD supports the ability to set up multiple SMTP server options, which is very helpful for the invoicing process, to ensure we are sending our invoices through secure methods and can customize the sender Name and email address as necessary.

Pros

Dynamic folder and file name output options using the CRD constants. Data Items Using the address book to identify groups for email delivery for when an exchange DL is not available

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