Reporting & Analytics

See what's working.
Fix what's not.

Built-in reports for sales, marketing, HR, and operations. Custom report builder, custom queries, and exportable data. Real-time analytics across all modules.

Start Free Book a Demo

Custom

Custom Reports

Live

Real-Time

Unified

Cross-Module

CSV

Exportable

Features

Everything you need. Nothing you don't.

▤

Built-in Reports

Pre-built reports for pipeline, revenue, activities, leads, marketing campaigns, and HR metrics. Ready out of the box.

⊞

Custom Report Builder

Build reports from any object with filters, grouping, and aggregations. Save and share with your team.

⟐

Custom Queries

Write custom SQL-like queries against your data for advanced analysis. Full flexibility for power users.

⬡

Cross-Module Analytics

Reports that span sales, marketing, HR, invoicing, and call tracking. Unified view of your business.

↗

Export & Compliance

Export reports as CSV. Audit logs for compliance. Scheduled report delivery for Enterprise plans.

✦

AI-Powered Insights

Enterprise plan includes AI-generated insights: trend analysis, anomaly detection, and recommendations.

Full personalization

Shape the system around how you actually work.

Start from a useful industry setup, then personalize the workspace with your own modules, fields, objects, layouts, reports, roles, and handoff workflows.

Custom modulesAdd operational areas like intake, service delivery, approvals, vendors, recruiting, or client success.

Custom fieldsCapture statuses, source details, dates, files, formulas, picklists, owners, and records unique to the business.

Custom objectsModel records like properties, applications, work orders, donors, menus, contracts, assets, or anything else.

Custom workflowsBuild reminders, approvals, assignments, reports, and follow-up sequences that keep work moving.

How it works

Up and running in minutes.

Choose a report

Start with built-in reports or create your own.

Filter and group

Slice data by any field, date range, or record type.

Share and export

Share with your team or export for offline analysis.

FAQ

Frequently asked questions.

What reports are included in the free plan?

The free plan includes basic built-in reports for pipeline overview, activity summaries, and lead sources. These reports give you a solid starting point for understanding your sales performance.

Which plan includes custom reports?

The custom report builder is included in the Plus plan and above. The Plus plan costs $20/mo total — not per user — and includes the report builder, custom queries, cross-module analytics, and CSV export.

Which plan includes AI-powered insights?

AI-powered insights — including trend analysis, anomaly detection, and recommendations — are available on the Enterprise plan. Contact us for Enterprise pricing.

What export formats are supported?

Reports can be exported as CSV files. Enterprise plans also include scheduled report delivery via email, so your team gets the data they need automatically.

Pay-as-you-go transparency

Published unit rates and prepaid add-ons.

Free plans can still use templates and designer tools at no cost. AI generations, premium lead generation, managed call minutes, and extra accounts use prepaid wallet funds so teams can control spend before usage grows.

AI generations $0.20-$0.75 each

Use text, social, landing page, image, and background-removal tools with published per-use rates.

Premium leads $0.03 per lead

Prepay for premium lead generation when your team needs more contacts beyond plan allowances.

Managed calls $0.05/min

Add managed call minutes for tracking numbers, lead attribution, and client communications.

Usage	Price
Templates/designer	$0
Text/social AI generation	$0.20 each
Long-form or landing page draft	$0.50 each
AI image generation/edit	$0.75 each
Background removal	$0.50 each
Premium Lead Generation	$0.03 per lead
Managed call minutes	$0.05/min
Extra connected account	$5/account/mo or $10/mo per 3-account pack

Prepaid wallet

Add wallet funds before extra usage starts.

Wallet add-ons are prepaid at face value. Teams can also add three connected accounts at a predictable monthly pack price.

Add-on	Price	Wallet value
Wallet XS	$5	$5
Wallet S	$10	$10
Wallet M	$25	$25
Wallet L	$50	$50
Wallet XL	$100	$100
Extra Account Pack	$10/mo	3 extra connected accounts

Extra usage is prepaid and transparent; contact [email protected] for custom prepaid terms.

Built for builders. Priced for startups.

One platform.
Start free.

Sales, agency management, HR, marketing, real estate, and more. Plans start at $20/month with included usage and transparent prepaid extras.