Your weekly report, board pack and forecast, prepared for you.
TellMyCRM writes all three from your CRM. Open them, download a PDF or a PowerPoint, email them, or have them arrive at 8am. Every figure is calculated from your CRM records.
Free for 14 days, then from £19 a person a month. Card needed. Cancel in the first 14 days and you pay nothing.
Everything on this page is in Core, £19 a person a month.
Ready before anyone asks for them.
The Monday report
For each person: the few deals to act on this week, one action and the reason for each, and their customer meetings. Send each person their own list with one click.
The board pack
How the month and the year compare with target. The deals that will decide it, and what is missing on each. And the deals where the customer has stopped replying.
The forecast
Every deal due to close in the next three months, with two totals: the full value, and the value adjusted by each deal’s chance of closing, as set in your CRM. Plus how right last month’s forecast was.
Need a different report? Ask Claude, ChatGPT, Grok or Gemini, for example “Build a report on last month’s performance”, and get it as a document, a PDF or a slide deck in your own template, with every figure from TellMyCRM. How →
One click to a PDF or PowerPoint your board can read.
Each one opens as a full document, with the five key numbers, the decisions to make and a chart on the front page. Or have them sent at 8am to the people you choose.
New business and existing customers are reported separately.
Where the month stands
Calculated from your CRM, not written by AI.
Every total shows its deals
Each total adds up from deals you can open in your CRM. When a report mentions deals, it lists all of them, never “and 4 more”.
Two forecast totals
The full total your team talks about, and the total adjusted by each deal’s chance of closing, which your board wants. A deal with no chance of closing set in your CRM is named, and left out of the adjusted total.
Customers who stopped replying
A deal is listed when the customer has not replied for 30 days or more, with the last thing they said. Chasing emails from your own rep don’t count as a reply.
A short summary, checked
Every document opens with a three-sentence summary written by AI, and every figure in it is checked against the document before you see it.
Any report you can describe, in Claude, ChatGPT, Grok or Gemini.
Claude
ChatGPT
Gemini
Grok
How to connect →
The three documents above cover most weeks. When you need something else, ask your AI app in your own words. TellMyCRM works out every figure, the same way as the Monday report and the board pack. Your AI app only lays them out.
The three documents, in the chat
Ask “What does the Monday report say?” or “Give me the board pack” and the document itself comes back into the chat, with the same figures as the one in your inbox.
“Build a report on last month”
Won and lost, each person against target with their win rate, what moved in the pipeline, and the split by product. You say what to cover.
As a document, a PDF or slides
A document to share, a Word or PDF file, or a slide deck in your company’s own PowerPoint template, with your layouts, colours and logo.
Questions about the figures
“Why is October behind?” “Which deals decide the quarter?” Each answer names the deals behind the number, so you can check it in your CRM.
Both forecast totals
The full value and the value adjusted by each deal’s chance of closing in your CRM. Deals you have called dead are left out and named, so the totals match the board pack.
Built while you get on
In Claude’s Cowork, “Build next month’s board deck” runs in the background, and the finished file is waiting when you come back.
Walk into the board meeting ready.
Reporting is in Core, £19 a person a month, for managers and reps alike. Free for 14 days.
Free for 14 days, then from £19 a person a month. Card needed. Cancel in the first 14 days and you pay nothing.