CRM
Custom Report Builder

Answers without the spreadsheet.

Answers without the spreadsheet.

Join contacts, companies, deals, tickets, and custom objects in a visual builder, apply filters and calculations, and share dashboards that stay up to date.

A clean UI mockup shows a visual builder connecting contact, company, and deal objects into an intuitive dashboard with real-time reports.
CRM
Custom Report Builder

Answers without the spreadsheet.

Answers without the spreadsheet.

Join contacts, companies, deals, tickets, and custom objects in a visual builder, apply filters and calculations, and share dashboards that stay up to date.

CRM
Custom Report Builder

Answers without the spreadsheet.

Answers without the spreadsheet.

Join contacts, companies, deals, tickets, and custom objects in a visual builder, apply filters and calculations, and share dashboards that stay up to date.
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Analytics your teams can trust.

Short question goes here

Build once and reuse across stakeholders with clear definitions, filters, and access controls.

Flexible datasets

Short question goes here
  • Combine multiple objects and engagements.
  • Apply date logic and cohort windows.
  • Add calculated and bucketed fields.
A clean UI showing connected dashboards, reports, and customizable charts, visualizing data across various objects like contacts and deals, with filters and calculations applied.

Visualize and share

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Chart options

Pick from bar, line, area, funnel, heatmap, and more.

Dashboards

Group reports into role-specific views.

Scheduling

Email or embed dashboards for stakeholders.

A UI mockup showing colorful charts and dashboards, ready to be shared via email or embedded.

From question to insight

Short question goes here

Build reports with drag-and-drop fields, preview results, and iterate quickly without writing queries.

A dynamic reports dashboard with drag-and-drop fields, showing a user quickly building and previewing data insights.

Govern definitions

Short question goes here

Use shared properties and documentation so metrics mean the same thing across teams.

A dashboard showing consistent metric definitions across teams with shared properties and documentation.

Have a question for our sales team?

Give us a call and we'll walk you through it.

Frequently asked questions

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Grow your business better

Get started with the all-in-one platform that’s easy to use and fast to drive results.