--- 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" publication_date: "2026-10-21" --- # CRD Crystal Reports Automation Software Review 2026: Features, Reviews, 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) 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 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://www.g2.com/products/crd-crystal-reports-automation/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. ### CRD Crystal Reports Automation 5.0 (1) VS. [4.7 (42)](https://www.capterra.com/p/215105/Fieldguide/reviews/) Starting Price $1400 Per Feature, One Time Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (1) Ease Of Use 4.6 (12,376) Value For Money 5.0 (1) Value For Money 4.6 (8,932) Customer Service 5.0 (1) Customer Service 5.0 (8,029) ## CRD Crystal Reports Automation alternatives [Asana](https://www.capterra.com/p/184581/Asana-PM/) [4.5 (13,776)](https://www.capterra.com/p/184581/Asana-PM/reviews/) Starting price $10.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/184581/Asana-PM/) Highest Rated [Housecall Pro](https://www.capterra.com/p/140363/HouseCall-Pro/) [4.7 (2,749)](https://www.capterra.com/p/140363/HouseCall-Pro/reviews/) Starting price $79.00 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/140363/HouseCall-Pro/) [Smartsheet](https://www.capterra.com/p/79104/Smartsheet/) [4.5 (3,575)](https://www.capterra.com/p/79104/Smartsheet/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/79104/Smartsheet/) [QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/) [4.4 (1,053)](https://www.capterra.com/p/189398/QuickBooks-Online/reviews/) Starting price $235.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/189398/QuickBooks-Online/) ## 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 Crystal Reports outputs, including sales reports, invoices, and operational reports. It is suited for companies of any size that rely on report automation rather than a specific industry sector. Features and Usability ### What are the key features of CRD Crystal Reports Automation? CRD Crystal Reports Automation offers scheduled and automated reports, customizable and ad hoc reporting, and financial, sales, marketing, and summary reports. It also includes rules-based workflow and workflow management, task scheduling, email management, data connectors, data import/export, data transformation, third-party integrations, monitoring, and search/filter tools. 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 cataloged integrations cover file storage, spreadsheets, document management, and reporting workflows, giving the product a focused set of connections for handling report output and related business files. 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 provide scheduled instruction, and documentation offers written reference material for self-paced review and setup steps. 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 information is organized through these channels for users who need setup or troubleshooting help. No reviewer feedback is available here to describe response times, helpfulness, or common support frustrations. ## Features AI summary Based on 13,904 Workflow Management reviews Capterra reviewers highlight these as the features buyers value most when comparing 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 that many reviewers also view as important. This gives teams a way to coordinate work, share updates, and stay aligned across processes, helping businesses improve communication while keeping routine operations 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 --- 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](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 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. ## 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.