Analytics

Real-time dashboards, custom reports, and KPI tracking across every module. No data exports, no BI tools — the numbers update live as your team works.

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What you get

Drag-and-drop dashboard builder with 40+ widget types

Cross-module reports: CRM + Accounting + Projects in one view

Scheduled report delivery via email to stakeholders

Funnel analysis, conversion rates, and revenue attribution

Goal tracking with variance alerts when KPIs fall off target

Built for how you actually work

Agencies

Auto-generate monthly client reports with campaign performance, deal pipeline, and project health in one PDF.

SaaS

Trial conversion, MRR, churn, and NPS in a single CEO dashboard — updated in real time.

Mortgage

Loan officer leaderboards, pipeline value by stage, and pull-through rate reports without spreadsheets.

Recruiting

Time-to-fill, placement revenue, and consultant performance dashboards shared with leadership weekly.

More in Core Platform

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CRM

Contacts, deals, pipelines

✍️

E-Sign

Legally binding e-signatures

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Security Suite

SOC2 Compliant, 2FA, audit logs

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