CRM Analytics

CRM Analytics is the advanced CRM hub — insights charts, automation, custom fields, integrations, and report design. Day-to-day lead handling stays on CRM.

In Beentara:

• Path: Customers → CRM Analytics (/crm-analytics)
• Permission: reports.read (and related CRM settings)

CRM Analytics — insights, automation, and settings sections

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Opening the page

1. Open Customers → CRM Analytics.
2. Or go to /crm-analytics.

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What lives here vs CRM

Task	Page
Add enquiry, assign staff, reminders	CRM (/crm)
Pipeline charts, automation rules, reports	CRM Analytics (this page)

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Main areas

Section	Purpose
Insights	Charts and KPIs for pipeline performance
Automation	Workflow rules — triggers and actions
Attribution	Marketing source tracking
Custom fields	Extra data on leads
Integrations	Webhooks, Google Ads, partner tools
Report designer	Build and export custom CRM reports
Platform settings	Pipeline stages, SLA, notification defaults

Exact sections depend on your plan and enabled modules.

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Automation workflow

1. Define trigger — e.g. new lead, status change, idle time.
2. Set action — assign staff, send notification, update field.
3. Test with a sample lead on CRM.
4. Monitor results in Insights.

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Google Ads integration

Connect ad lead forms to CRM via webhook:

1. Settings → Google Ads (/integrations) — create webhook key.
2. Paste URL in Google Ads lead form settings.
3. Leads appear in CRM automatically.

Guide: Google Ads

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Export reports

Use the report designer to filter leads by date, status, assignee, or source. Export CSV for management reviews.

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Related guides

Feature	Guide
CRM daily work	CRM
Google Ads	Integrations
Daily routine	Daily admin routine

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Frequently asked questions

What is CRM Analytics in Beentara?

It is the advanced CRM settings hub for automation, reports, integrations, and platform configuration.

Should my sales team work here daily?

No — use CRM for enquiries. Analytics is for admins configuring rules and reviewing performance.