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Know what is working in your business.

See your leads, sales, calls, bookings, and staff activity on one screen.
  • All in every plan
sampleA month of leads, bookings, and payments, with leads by source.

Everything in Reports

  • Custom dashboards

    Put the numbers you care about together on one screen, from new leads to sales to bookings. A salon owner could open a dashboard each morning showing yesterday's bookings, takings, and missed calls. You choose what goes on it and can make a different one for each manager.

  • Custom reports

    Build a report on any field you keep, to answer questions that matter to your business. A plumber could ask how many boiler jobs came from each town last quarter. Save the report and it updates by itself.

  • Lead source tracking

    See where every lead first found you and what brought them back before they booked. A dental practice could learn that most new patients first saw a Google ad but booked after a reminder email. That shows you which marketing earns its keep.

  • Call and booking reports

    Review how calls went and how many turned into bookings, by staff member or by day. A clinic manager could see that afternoon calls are often missed and move staff to cover them. It gives you real examples to coach from.

  • Staff activity reports

    See what each person on your team did, from calls made to messages sent and deals moved. A consultant running a small sales team can check that every new lead got a follow-up. It keeps everyone accountable without micromanaging.

  • Ad results in dashboards

    Show your Google and Facebook ad results next to the revenue in your account. A gym owner can see how much a campaign cost and how many paying members it brought in. It answers whether an ad was worth it.

What we set up for you

Done by our team on Grow and Scale, free when you pay yearly.

How our team works
  • We build your first dashboards around the numbers you care about most.
  • We set up lead source tracking so every new lead records where it came from.
  • We connect your ad accounts so ad results show next to your revenue.
  • We train you and your managers to read the reports and build your own.
  • We check that your numbers keep flowing in correctly, and fix what breaks.

Works with

The areas this one hands work to, and gets work from.

Guides on this

Plain, sourced advice on the jobs this area helps with.

Read all guides

Let us set up your CRM.

Start the trial, or talk it through with the person who would build your account.

Prefer to talk now? Call +1 833-719-7466.

  • Setup, data moves, and training by our team, free on yearly
  • 14 days to try it on your own business
  • Usage rates published before you spend

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