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Chart impressive stories with your data

Efficiently analyze and identify patterns and trends in your sales data by visualizing them through charts. Getyn CRM offers a user-friendly interface that allows you to create charts, place them on your home screen for quick access, and share them with your sales representatives.

  • Instantly visualize your sales data
  • Interact with charts to explore your data in depth
  • Select from nine different chart types to meet your specific needs
Create charts instantly or from existing reports

As an entrepreneur, the reports stored in your CRM become valuable when you can visualize the underlying trends. With just one click, effortlessly create visually appealing charts from all your existing reports.

A variety of visualizations

Utilize a range of charts including Bar, Line, Funnel, Table, Column, Donut, Pie, Area maps, and Heat maps to ensure your data communicates visually.

Interact to explore your data

Hover over your dashboards to instantly view the details behind each specific entry. For deeper insights, easily access the data behind your charts with a simple click. This functionality proves useful in various scenarios; for instance, as the Sales Manager for the Asia Pacific region, you can compare the number of leads generated by sales representatives in the past year. Simply click on a specific sales rep to see details of all the leads they have created.

Fully customizable

Getyn CRM provides extensive customization options for your charts, including titles, benchmarks, and sorting capabilities. Our platform also features robust filtering functionality, enabling you to extract and present data exactly as you prefer in your charts.

Collaborate and distribute your charts

Require a hard copy of your sales charts for your presentation? Getyn CRM enables you to print your charts directly or export them as PDF files.

What can you do with Charts?
Sales Managers
  • Yearly/monthly sales comparison column chart
  • Closed deals by sales reps line chart
  • Closed deals by business type area chart
  • Classification of Leads by lead source donut chart
  • Monthly or yearly lead creation by owners heat map
  • Status of leads by owners heat map
  • Campaigns leading to leads column chart
  • Industry-wise revenue by territory report
  • Monthly revenue from key accounts heat map
Sales Reps
  • Deals in the pipeline by stages funnel chart
  • Open, closed, and overdue tasks column chart
  • Deal amount by stages pie chart
  • Sales of products by category area chart
  • Win rate of deals column chart
  • Top deals in pipeline report
  • Lead funnel bar chart
Simplest Pricing, Fully Loaded Features

All-In-One Plan

Access all Getyn apps with G-Suite

30 Days Assurance

30 Days Money Back Guarantee

24x5 Support

Round the Clock Support

Key Features
  • Unlimited Contacts
  • Unlimited Leads
  • Contact Management
  • Sales Automation
  • Project Management
  • Task Management
  • Marketing Automation
  • Reports & Analytics
  • Invoices
  • Estimates
  • Proposals
  • Web Forms
  • 24x5 Support
  • Access all Getyn Apps
  • All-In-One Licensing Mode
  • Centralised Administrative Control
Key Features
  • Unlimited Contacts
  • Unlimited Leads
  • Contact Management
  • Sales Automation
  • Project Management
  • Task Management
  • Marketing Automation
  • Reports & Analytics
  • Invoices
  • Estimates
  • Proposals
  • Web Forms
  • 24x5 Support
  • Access all Getyn Apps
  • All-In-One Licensing Mode
  • Centralised Administrative Control
Key Product Features List
  • Sales force automation
    Basic modules
    Included in all plans
    Task, Calls, Events
    Included in all plans
    Advanced Filters
    Included in all plans
    Multiple Pipelines
    Included in all plans
    Scoring Rules
    Included in all plans
    Sales Forecasting
    Included in all plans
    Email Insights
    Included in all plans
    Multiple Currencies
    Included in all plans
    Macros
    Included in all plans
    SalesSignals
    Included in all plans
    Assignment Rules
    Included in all plans
    Multiple Scoring rules
    Included in all plans
    Custom SalesSignals
    Included in all plans
    Email Parsers
    Included in all plans
    Data Entry Wizards
    Included in all plans
    Portals
    Included in all plans
  • Automation and process management
    Workflow rules
    Included in all plans
    Email notifications
    Included in all plans
    Blueprint
    Included in all plans
    Webhooks
    Included in all plans
    Record approval process
    Included in all plans
    Data review process
    Included in all plans
    Custom functions
    Included in all plans
    CommandCenter
    Included in all plans
  • Product customization
    Homepage customization
    Included in all plans
    Rename tabs
    Included in all plans
    Custom list view
    Included in all plans
    Custom field
    Included in all plans
    Canvas
    Included in all plans
    Tab groups
    Included in all plans
    Validation rules
    Included in all plans
    Custom modules
    Included in all plans
    Custom buttons
    Included in all plans
    Page Layouts
    Included in all plans
    Tanslations
    Included in all plans
    Developer sandbox
    Included in all plans
  • Reports and analytics
    Predefined reports
    Included in all plans
    Predefined dashboards
    Included in all plans
    Custom reports and dashboards (Limited)
    Included in all plans
    Basic dashboard components
    Included in all plans
    Analytics mobile app
    Included in all plans
    Custom reports and dashbaords (Unlimited)
    Included in all plans
    Advanced dashboards components
    Included in all plans
    Anomaly detectors
    Included in all plans
    Webforms analytics
    Included in all plans
    Getyn Analytics
    Included in all plans
  • Marketing automation
    Email templates
    Included in all plans
    Email authentication
    Included in all plans
    Mass email
    Included in all plans
    Social profile integration
    Included in all plans
    Email relay
    Included in all plans
    CRM for Google Ads
    Included in all plans
    Attribution
    Included in all plans
    Segmentation
    Included in all plans
    Auto-responders
    Included in all plans
  • Security
    Profiles
    Included in all plans
    Role-based hierarchy
    Included in all plans
    Multiple organizations
    Included in all plans
    GDPR compliance
    Included in all plans
    CRM audit logs
    Included in all plans
    IP address restriction
    Included in all plans
    Field-level security
    Included in all plans
    Reporting hierarchy
    Included in all plans
    Record-level sharing
    Included in all plans
    Territory management
    Included in all plans
    Data encryption
    Included in all plans
Frequently Asked Questions
  • What is included in the Getyn Suite plan?

    The Getyn G-Suite plan provides access to a comprehensive range of apps, including Getyn CRM, Getyn Project, Email Marketing tool, Social Management Software, Helpdesk Software, Chatbot, AI Writer, Getyn Invoice, Getyn Forms & Getyn Voice.

  • What are the limitations on Getyn applications included in the Getyn Suite plan?

    Following are the current limitations on respective applications in G-Suite Plan.

    Application Limitation
    Getyn Social 3 Team Members included in G-Suite plan. Add extra team member for $19 per user only.
    Getyn CRM 3 users included in G-Suite Plan. Add extra team member for $19 per user only.
    Getyn Voice 3 users included in G-Suite Plan. Add extra team member for $19 per user only.
    Getyn Project 3 users included in G-Suite Plan. Add extra team member for $19 per user only.
    Getyn Chat 3 users included in G-Suite Plan. Add extra team member for $19 per user only.
    Getyn Helpdesk 3 users included in G-Suite Plan. Add extra team member for $19 per user only.
    Getyn Sites 1 Website is included in G-Suite Plan. Add extra team member for $29 only.

    As you buy multiple users, the above limitations will be automatically increased as per the user count or you can buy addon's to increase the limits individually for any application.

  • What is Getyn CRM Software and how can it benefit my business?

    Getyn CRM Software is a comprehensive customer relationship management platform designed to help businesses manage interactions with their customers, streamline processes, and improve customer satisfaction.

  • Is Getyn CRM Software suitable for businesses of all sizes?

    Yes, Getyn CRM Software is designed to accommodate businesses of varying sizes, from small startups to large enterprises, offering scalable solutions tailored to meet different needs.

  • What key features does Getyn CRM Software offer for managing customer relationships?

    Getyn CRM Software provides features such as contact management, sales pipeline tracking, lead nurturing, task and activity management, customer communication history, and reporting analytics.

  • Can Getyn CRM Software be customized to match our unique business processes?

    Absolutely, Getyn CRM Software offers customization options that allow you to tailor the system to align with your specific workflows, terminology, and business requirements.

  • Does Getyn CRM Software integrate with other software and tools we already use?

    Yes, Getyn CRM Software offers integrations with popular tools such as email clients, marketing automation platforms, and productivity software, enabling seamless data flow between applications.

  • How does Getyn CRM Software assist in sales and lead management?

    Getyn CRM Software offers lead scoring, opportunity tracking, sales forecasting, and collaboration tools, empowering your sales team to effectively manage leads and close deals.

  • Can I use Getyn CRM Software to improve customer support and service?

    Certainly, the software provides features for tracking customer interactions, managing support tickets, and maintaining a knowledge base, enhancing your ability to provide exceptional customer service.

  • Is data security a priority for Getyn CRM Software?

    Yes, Getyn CRM Software takes data security seriously. It employs encryption, access controls, and regular security updates to ensure the safety of your sensitive business and customer data.

  • Does Getyn CRM Software offer mobile access for on-the-go productivity?

    Yes, Getyn CRM Software typically offers mobile apps or responsive interfaces, allowing you to access critical customer information, update records, and manage tasks from your mobile devices.

  • What kind of support and training does Getyn CRM Software

    Getyn CRM Software offers customer support through various channels, including email, phone, and online chat. They may also provide documentation, tutorials, and training resources to help users make the most of the software's capabilities.

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Getyn Cloud CRM
Drive more revenue by connecting sales and marketing
  • Get increased visibility into customer needs.
  • Lead customers down the pipeline faster and close more deals.
  • Streamline processes and coach sellers.
Getyn Cloud Campaings
Boost Revenue with Seamless Email Marketing
  • Gain unparalleled insights into customer preferences and behaviours.
  • Nurture leads effectively, accelerating conversions and revenue.
  • Simplify workflows and empower marketers for optimal results.
Getyn Cloud Chat
Elevate Customer Engagement through Advanced Getyn™ Chat Platform
  • Gain real-time insights into customer inquiries and preferences.
  • Guide customers seamlessly, leading to enhanced satisfaction and conversions.
  • Streamline communication processes and empower support teams for success.
Getyn Cloud AI Writer
Unleash Creativity with Getyn™ AI Writer App.
  • Access a versatile tool for generating high-quality, original content.
  • Enhance productivity by automating content creation across various topics.
  • Refine and customize AI-generated content to align with your unique voice and style.
Getyn Cloud Social
Amplify Online Presence with Cutting-edge Getyn™ Social Media Management App.
  • Attain comprehensive understanding of audience behaviors and trends.
  • Strategize and execute campaigns for maximum reach and impact.
  • Simplify content scheduling and collaboration, revolutionizing your social media strategy.
Getyn Cloud Voice
Maximize Insights with Getyn™ Call Tracking & Analytics.
  • Obtain comprehensive data for a deep understanding of call performance.
  • Optimize marketing strategies and customer interactions to drive growth.
  • Streamline processes and refine customer experiences based on actionable insights.
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