Native CRM dashboards and TrussCharts, side by side
| Topic | Native CRM dashboards | TrussCharts |
|---|---|---|
| Data it can use | What is in the CRM, plus whatever an integration syncs in. | Your CRM plus call tracking, ad platforms, and EMRs, connected through their APIs. |
| Who can see it | People with a CRM license. | Anyone you choose. No per-seat fees, and no CRM seat needed. |
| Cross-system logic | Hard to express in a report builder. | Built in, for questions like “which missed callers have not been called back since?” |
| Operational pages | Reports and charts. | Callback queues, missed-call alerts, and wallboards for the call center floor. |
| Who builds it | Your admin or ops team. | We do, and we maintain it. |
| Best for | Pipeline and activity reporting for people who work in the CRM. | Reporting that combines systems, or that people outside the CRM need to see. |
The walls teams hit with CRM reporting
None of this is a knock on the CRMs. Their reports are built around CRM data. These are the walls teams tell us they hit.
Reports stay inside the CRM
Calls from your phone system, ad spend, and EMR data only show up if something syncs them in.
Custom logic is hard to express
Questions that span systems and time were not what report builders were designed for.
Every viewer needs a seat
Owners, directors, and location managers need a license just to look at a dashboard.
Integrations only go so far
Connectors for call trackers and ad platforms often bring across part of the data, not everything a report needs.
Not built for a live screen
A live call queue, a callback list that clears itself, or a wallboard for the floor is outside what CRM dashboards are for.
How we work with each CRM
Salesforce
For people inside Salesforce, we often build the reports in Salesforce itself. The dashboard is for everyone without a license. Built by Journeys Through Search, a Salesforce partner.
HubSpot
HubSpot joined to your call tracker and ad platforms, for people who need the numbers without a HubSpot seat.
Zoho CRM
We bring call outcomes and EMR data into Zoho so native reports improve, and build what the Zoho report builder cannot show.
Finished reporting, not a reporting tool
TrussCharts is a reporting company. We build the dashboard, connect the systems behind it, and keep it working.
Phone, CRM, ads, and EMR together
Call tracking, your CRM, Google and Meta Ads, and EMR data brought into one place, including systems most reporting tools have no connector for.
Operational pages, not just reports
Callback queues, missed-call lists that clear as calls are returned, and wallboards for the call center floor.
Alerts
Missed-call and voicemail alerts to email, Microsoft Teams, Slack, or the dashboard, near instant.
Links back to the record
Each row opens the matching call or CRM record, so whoever follows up is one click from the details.
Maintained for you
When an API changes upstream, we fix it. You do not need an analyst on staff to keep the numbers flowing.
Everyone can see it
No per-seat fees. Owners, managers, and agencies get a login without a license in any of the source systems.
Common questions
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Tell us your systems. Get a fixed quote in 48 hours.
We ask what you use, what nobody can answer today, and who needs to see the data. We come back with a fixed scope and quote within two business days of our discovery.