Data Analysis

Drill through data and gain insight into your customers, and focus on analysis and decisions

软件 信息 大数据




Reports and Dashboards

Report is a list of records displayed in tabular, summary and matrix view which meet your defined criteria. And dashboard is a graphical chart of the trends and key metrics of your reports. When your company has questions, you can create a report or dashboard to find the answers, and reflect the performance and problems of your team more intuitively. CloudCC reports and dashboards can provide your team insight to solve the problems.

软件 信息 大数据



Kanban Boards

Kanban boards are charts showing your daily key metrics, goals and trends in a most visually engaging way, such as pie charts and funnel charts. Click on the section on the Kanban boards to view the real-time data updates, drill through data and gain insight into your business and customers, monitor how your sales reps and sales teams are performing to drive your business.

软件 信息 大数据




Sales Funnel

If you want to show the proportions of opportunities in different stage and probability, you should use sales funnel. For example, to see the amount of opportunities in each stage and their corresponding probability, sales funnel is useful for showing the flow of opportunities through stages and probabilities more intuitively.

软件 信息 大数据




Sales Forecasting

Forecast your team’s revenue using key information such as opportunity stage, amount of deals in your pipeline and your sales rep’s quota. Based on your team’s revenue forecasting, sales managers can assign sales target for their team members and identify the bottlenecks in pipeline so that they can take measures to boost your team’s performance.

软件 信息 大数据





Learn More Features

—————    ESSENTIAL EDITION    —————

CloudCC Essential Edition 3 Users for Free - Terms of Use

CloudCC CRM is a customer relationship management service provided by CloudCC.com (hereinafter referred to as "CloudCC") for you or your organization (hereinafter referred to as "you" or "yours"). Depending on the size of your enterprise and the specific business processes, CloudCC offers four editions which are Essential, Professional, Enterprise and Unlimited for you to choose and purchase. Among them, the Essential edition provides 3 users free service. By using the CloudCC Essential Edition 3 Users for Free Program, you accept the following terms. If you do not agree to these terms, please do not continue to apply for the CloudCC Essential Edition 3 Users for Free Program in any way.

1. Primary contact information

In order to apply for the CloudCC Essential Edition 3 Users for Free Program, the user should fill in and maintain the valid information of the “primary contact”, including the valid email address and telephone number of the main contact, after the successful registration. If the user does not set the "primary contact", CloudCC will, by default, consider the first user who registered and opened the CloudCC account as the primary contact for your organization. CloudCC will send important notices such as free program changes or free service termination to your organization's primary contacts. The email notification is the only notification method and no information will not be informed by other ways. For any loss of data caused by the service termination due to the lack of valid contact method of primary contact which has not been filled by users, CloudCC will not be responsible.

2. Edition upgrade

The order of the edition upgrade is Essential, Professional, Enterprise and Unlimited. The upgrade of CloudCC must apply the above order, and it’s irreversible. After the successful registration and use of Essential Edition 3 Users for Free Program, if the user want to upgrade the edition, he/she needs to export the data and re-apply to purchase other editions’ account license.

3. Add account license

After opened the CloudCC Essential Version 3 users for free account license, if the user wants to add the CloudCC Essential edition account, he/she needs to apply for the Essential edition plan. CloudCC will charge the account license fee for the users other than the 3 free account licenses. After the expiration of the Essential edition account, CloudCC will terminate all account services including the 3 free account licenses. (For example: the user applies for the CloudCC Essential Edition 3 users for free program, after the expiration of the trial period, he/she wants to add the CloudCC Essential edition account license to 5 for 1 year, CloudCC charges the usage fee of 2 account licenses for 1 year. 1 year later (after the expiration of license), if the organization does not renew, CloudCC will terminate all services of the five CloudCC Essential account licenses including the 3 free account licenses.)

4. Data management

Users who use the CloudCC Essential 3 Users for Free Program must export their data in advance under any circumstances, and CloudCC does not provide data export services.

5. Intellectual Property Protection

The User confirms and commits that the intellectual property rights of all software and platform products under this Agreement are owned by CloudCC. Except as stated in this Agreement, this Agreement does not grant any intellectual property rights of the Software or Products to users. The CloudCC intellectual property rights may not be infringed in any way by any user.
At the same time, all the components of the software or product account information, code, etc. are valuable business secrets and confidential information, users must not disclose to any third party in any way.

The final interpretation of this agreement belongs to CloudCC.com. Under all circumstances, CloudCC reserves the right to reclaim your or your organization's access to the CloudCC Essential Edition 3 Users for Free Program and to terminate this Program and relevant services. We will ensure, within reasonable limits, to give notice to the email address of the primary contact you provided to us, at least 30 days before the termination.

By pressing the AGREE button you confirm that you HAVE read and agreed to “CloudCC Essential Edition 3 Users for Free - Terms of Use” and you accept these terms completely.