Reports
About thirty prebuilt reports, exportable and schedulable.
1:26 walkthrough, recorded on real data.
Reports
Reports cover pipeline and sales, activity and follow-up, lead intelligence, automations, communication, campaigns, appointments, support and rep performance. Each runs over a date range, exports to CSV, and can be scheduled daily, weekly or monthly to a list of recipients.
In this video
- The report cards by category
- Running a report over a date range
- Exporting to CSV
- Scheduling a report to email
The capabilities
Everything below ships in every tier. You own the source, so any of it can be changed.
Ten categories
From pipeline velocity to campaign performance to team activity.
Date ranges
Month, quarter and year to date, or custom.
CSV export
Every report downloads.
Scheduled delivery
Pick a frequency and recipients; the report arrives by email.
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See it on your own data
Book 20 minutes and we will walk through Reports live, on your own market and data.
Own the entire acquisition engine — source code and all
One price, no per-seat fees, no monthly rent on your own pipeline. Host it yourself, or let us host it for $199/mo. A 30-day code warranty backs the delivered source.
$2,500
One Time Payment
Own It Forever
- Full source code — web + mobile
- 145M-contact B2B database
- AI agents + automated outreach
- Full CRM + built-in AI Developer