Feature

Reports & Analytics

Every chart links back to the underlying contacts. Click any number to see exactly who's in it.

Conversion rates between every stage, with cohort drill-down.

See where your pipeline strength actually sits.

Weighted forecast by stage, owner, and close date.

Opens, clicks, bounces, unsubscribes — per send and per segment.

Fire counts and downstream outcomes for every workflow.

Every touch behind a deal — first touch, last touch, and days-in-stage. Pro+.

Capture why every deal closes and see exactly which objections cost you the most revenue. Pro.

Suggested next actions on your dashboard

Five highest-leverage moves, ranked, with reasons. Skips contacts you've already queued tasks for. Pro+.

Deal attribution timeline on every deal

Open any deal to see the ordered touches that moved it — first touch, last touch, total touches, and days in the current stage. Pro+.