---
title: "CRD Crystal Reports Automation Software Pricing, Alternatives & More 2026 | Capterra"
description: "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_url: "https://www.capterra.com/p/155545/CRD-Crystal-Reports-Automation/"
page_type: "product"
language: "en"
---

# 

 CRD Crystal Reports Automation Software Review 2026: Features, Reviews, 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)

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/)

Overall rating

Based on 1 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$1400

Per Feature, One Time

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 CRD Crystal Reports Automation?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://christiansteven.com&name=CRD Crystal Reports Automation)

## 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.

[### 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

$1400

Per Feature, One Time

Starting Price

$10

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

5.0 (1)

Ease Of Use

4.1 (1,867)

Value For Money

5.0 (1)

Value For Money

4.4 (1,271)

Customer Service

5.0 (1)

Customer Service

4.2 (1,205)

## CRD Crystal Reports Automation 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/)

[Paycom](https://www.capterra.com/p/130949/Paycom/)

[4.4 (1,388)](https://www.capterra.com/p/130949/Paycom/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

87%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/130949/Paycom/)

Highest Rated

[Quire](https://www.capterra.com/p/255521/Quire/)

[4.8 (138)](https://www.capterra.com/p/255521/Quire/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

99%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/255521/Quire/)

[Jira](https://www.capterra.com/p/19319/JIRA/)

[4.4 (15,462)](https://www.capterra.com/p/19319/JIRA/reviews/)

Starting price

$7.91

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/19319/JIRA/)

## 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 suited to businesses of any industry that rely on Crystal Reports for regular reporting tasks.

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, and customizable reports for financial, marketing, sales, and summary outputs. It also includes rules-based workflow, task scheduling, workflow management, email management, data connectors, data import/export, data transformation, monitoring, collaboration tools, and third-party integrations.

Integrations

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

CRD Crystal Reports Automation integrates with Dropbox, Microsoft Excel, Microsoft SharePoint, and Microsoft Word. These catalog integrations connect the product to common file storage, spreadsheet, document, and collaboration 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 instruction, webinars cover scheduled group learning, and documentation offers written reference material for self-paced review and setup.

Getting Started and Support

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

CRD Crystal Reports Automation offers Email/Help Desk, FAQ/Forum, Phone Support, and Chat. No reviewer feedback is available on support experience, so no claims can be made about response times, helpfulness, or common frustrations. Support quality is therefore not described here.

## Features

AI summary

Based on 13,683 Workflow Management reviews

Capterra reviewers highlight these as the features buyers value most when choosing workflow management software:

-   **Task Management** (**50%** of reviewers rated this feature as critical)
-   **Progress Tracking** (**46%**)
-   **Business Process Automation** (**43%**)

CRD Crystal Reports Automation supports **Business Process Automation**, which can help teams automate repeatable workflows and reduce manual work. However, it does not include **Task Management** or **Progress Tracking**. Instead, it offers **Collaboration Tools** (**45%**), a feature many reviewers also consider important. This gives teams a way to coordinate work, share updates, and stay aligned across processes, helping businesses improve communication while keeping automated workflows moving efficiently.

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

### All Features
- 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
- Data Import/Export: Import and export data to and from software applications
- Data Transformation: Translate EDI formats into data suitable for use with company applications.
- Email Management: Manage, store and organize emails within the system or via third-party apps
- Financial Reporting: Generate reports to assess the financial performance of an organization
- Marketing Reports: Reports specific to marketing and associated campaigns
- Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user
- OLAP: Online Analytical Processing technology for performing high-speed complex queries or multidimensional analysis on large volumes of data
- Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
- Sales Reports: Reports specific to sales analysis for trends and strategies
- Scheduled/Automated Reports: Set a time to generate routine reports automatically
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

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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](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

Review source

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