Features

Analytics & Reporting

Custom dashboards, funnel charts, and revenue reports with export.

9 capabilities · Drag-and-drop custom dashboards

Drag-and-drop dashboard builder

Stage conversion rates, velocity metrics

Revenue by stage, team, time period

Team activity metrics, engagement tracking

Visual breakdown of Leads → Deals → Accounts

Stage-to-stage conversion rates

Line, bar, pie, area charts with custom data sources

Export reports to CSV/PDF

Live data refresh in dashboards

See clearly, trust your data, automate the busywork

Automate repetitive tasks and maintain process consistency across your team.

Duplicate detection, merges, normalization, and import rollback.

Gmail, Outlook, Slack, Apollo, Reply, Snov, Pipedrive, Zapier, and REST API.

Try the full workspace free for 7 days. No credit card required.