Question: Is there a no-code solution that allows me to create custom reports with data from my CRM and databases?

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Dokin

If you want a no-code way to build custom reports with data from your CRM and databases, Dokin could be a good option. Dokin is a no-code integration platform that connects data from multiple marketing sources, CRMs and databases to Google Sheets and Looker. With more than 25 integrations, including HubSpot CRM and Facebook Ads, it lets you span data silos and get real-time insights. Its plug & play connector, scheduled automatic data syncs and dashboard templates make it easy to build custom reports and share with your team.

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DataChat

Another good option is DataChat, a no-code, generative AI platform that transforms complex data into actionable insights. Its interface is modeled after familiar spreadsheet and chat software, so you can work in chat boxes and spreadsheets without having to write any code. DataChat automates data preparation, exploration and modeling, so it's good for data scientists, analysts and business users who need to make quick and confident decisions.

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Tabula

For a broader solution, Tabula offers an AI-powered, no-code platform for combining, transforming and visualizing data. It automates workflows and standardizes data, with advanced filters, custom metrics and reports. Its interface is easy to use for both technical and non-technical users across different departments, so it's a good option for building and managing custom reports.

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Reporfy

Last, Reporfy offers a drag-and-drop interface for building custom reports, augmented with AI technology to automate the reporting process. It comes with pre-built templates for managing projects and companies, and a cloud-based reporting platform for working on the go. Reporfy helps you collect, analyze and process key performance indicators (KPIs), so it's a good option for teams looking to simplify their reporting and make better data-driven decisions.

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