IceBubble CRM

Reports and AI summaries

Build your own reports and dashboards from blocks, and start each day with a plain English summary of what needs your attention.

Book a CRM demoSee the whole CRM
The report builder with a sales pipeline section and a helpdesk section laid out as charts and tables

Sound familiar?

  • The monthly report is built by hand from three exports.
  • The dashboard is all green, and nothing is actually moving.
  • You find out a big deal has stalled when it is already lost.
  • Nobody has time to dig through reports every morning.

Reports you build yourself, and a morning summary that tells you what the numbers mean.

How it works

  1. 1Build a report from blocks

    Lay out sections and drop in charts and tables, such as open pipeline by stage, where enquiries come from, tickets by status or tickets by category. Choose bar, pie, line or area charts, tables, galleries and maps.

    Why it matters: you get the report you need without exporting anything.

  2. 2An AI summary every morning

    Before you open anything, the AI summary has read your pipeline, your helpdesk queue and your operations, and written up what needs your attention in plain English.

    Why it matters: there is a big difference between seeing "5 deals on hold" and being told that £75,000 has had no activity for two weeks and someone needs to call today.

  3. 3Choose how blunt it is

    Pick the Direct style for the facts, clearly stated. Pick the Cynic style if you want them with some honest commentary.

    Why it matters: the same insight, delivered how you like to hear it first thing.

  4. 4Ask your AI assistant

    An API and an MCP connection let assistants such as Claude read and update the CRM, within the permissions you set. Ask which deals have gone quiet or which projects are at risk, and get the answer from your own data.

    Why it matters: your data answers questions in plain English.

Part of the CRM, not bolted on

Reports draw on everything in the CRM, from the pipeline, jobs and delivery plans to the helpdesk, campaigns, surveys and absence, because it is all in one system. Nothing has to be exported and joined together.

Works with

The IceBubble CRM sales pipeline, with deals as cards across each stage and totals at the top

Sales pipeline

Every enquiry on one board, from first call to won. Win a deal and it becomes work, with quotes and deposits along the way.

More on sales pipeline
Delivery plan Gantt chart showing every job in a roofing project, with progress and a today line

Delivery managementNew

Win the deal and the plan builds itself, with every job on one Gantt and the knock-on of any change shown first.

More on delivery management

Frequently asked questions

Can we build our own reports?

Yes. Lay out sections and add charts and tables from any part of the CRM.

What does the AI summary cover?

Sales (pipeline health, stalled deals, new prospects, quotes outstanding) and operations (helpdesk tickets, overdue items, what needs attention today).

Does our data leave the business?

Summaries are built from your CRM data for your team. Talk to us about how AI is used and what is sent where.

See it working on your own work

Book a demo and we'll show you IceBubble CRM with examples from your kind of business, answer your questions, and tell you honestly whether it fits.

Prefer not to book online? Call 07766 120568 or email hello@icebubble.co.uk.