Capabilities
What it does
Unified reporting
Pipeline, campaign, and automation data live in one model, so reports don't need reconciling by hand.
1unified source of attribution truthCustom dashboards
Build role-specific dashboards for reps, managers, and executives from the same underlying data.
0spreadsheet exports neededForecasting
AI-assisted forecasts factor in deal engagement signals, not just stage and close date.
real-timeforecast updatesAttribution you can trust
Multi-touch attribution reflects the actual customer journey across marketing and sales touches.
1attribution model, sitewide
How it works
From connected to automated
- 1
Data flows in automatically
CRM, marketing, and automation activity feed one model.
- 2
Build your dashboard
Choose the metrics that matter for your role.
- 3
Track in real time
Numbers update as activity happens — no nightly batch job.
- 4
Share and act
Export, share, or trigger a workflow directly off a report.
Works with the tools you already use
- Analytics & BI
- Billing & Payments
- Developer & API
- Collaboration
“We replaced five tools with one platform and cut our lead response time from two days to under two hours.”
VP Revenue Operations
Illustrative example — real customer stories launch with the Customer Stories page
62%
faster lead response time