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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.

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The report builder with a sales pipeline section of charts, and the settings for the selected chart open alongside

Reports nobody has time to read

The monthly report is built by hand from three exports. The dashboard is green while nothing moves, and you find out a big deal has stalled when it is already lost.

In IceBubble CRM you build the reports you want from blocks, and an AI summary each morning points out the numbers that need you today.

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.

    The report builder with a sales pipeline section: open pipeline by stage and where enquiries come from, drawn live as you build

  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. So rather than "5 deals on hold", it tells you that £75,000 has had no activity for two weeks and someone should call today.

  3. 3Choose how blunt it is

    Pick Direct for the facts, plainly stated, or Cynic if you want some commentary with them.

  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.

Reports across the whole CRM

Reports can use anything in the CRM: pipeline, jobs, delivery plans, helpdesk, campaigns, surveys and absence. It is all one database, so nothing has to be exported and stitched together.

Works with

A CRM sales pipeline with deals as cards across each stage and totals at the top

Sales pipeline

Deals as cards by stage, quotes and deposits from the deal, and won work that turns into jobs.

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.

Book a demo

We'll show you the CRM using work like yours, and answer whatever you want to ask.

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