Every module's own dashboard, plus your website traffic, in one place
Analytics & Reporting
Every vertical ships with its own manager-level dashboard — pipeline, workload, and revenue rollups built from the records reps already work in, not a separate reporting project. On top of that, connect Google Analytics 4 once and your website traffic sits inside the same platform as the leads it produces.
Built for: Leadership and operations teams who need answers, not exports
Leadership asks for this week's numbers, and someone spends half a day pulling exports from every module into one report before the meeting.
Each module's dashboard is already current when leadership opens it, and website traffic sits one tab away from the leads it's generating — no separate analytics login.
Everything inside the Analytics & Reporting module
Grouped by where it shows up in the day-to-day workflow — this is the most built-out vertical on the platform.
Module dashboards
- Every vertical — sales, real estate, education, loan broking, recovery, agency, clinics, finance — has its own manager dashboard, not a generic report builder
- Built from the same pipeline, ticket, and ledger records reps work in daily, so nothing is ever stale or reconciled by hand
- An executive cockpit rolls up approvals, overdue invoices, and low-balance accounts across every module in one screen
Website traffic (Google Analytics 4)
- Connect a GA4 property once via OAuth, directly from Settings — no tag manager or export step
- Core traffic KPIs: users, sessions, pageviews, conversions, and bounce rate
- Breakdown tables for top pages, top sources, top countries, and top devices
- Sits next to Search Console data, so organic traffic and the leads it converts to are one screen apart
Explore other modules
See it running with your own data
Tell us your work email and we'll walk you through the modules that fit your business — no generic demo, no pressure to buy.
- No credit card
- Live in days
- No obligation