Reporting & Analytics

See what's working.
Fix what's not.

Built-in reports for sales, marketing, HR, and operations. Custom report builder, custom queries, and exportable data. Real-time analytics across all modules.

Custom
Custom Reports
Live
Real-Time
Unified
Cross-Module
CSV
Exportable
Features

Everything you need. Nothing you don't.

Built-in Reports

Pre-built reports for pipeline, revenue, activities, leads, marketing campaigns, and HR metrics. Ready out of the box.

Custom Report Builder

Build reports from any object with filters, grouping, and aggregations. Save and share with your team.

Custom Queries

Write custom SQL-like queries against your data for advanced analysis. Full flexibility for power users.

Cross-Module Analytics

Reports that span CRM, marketing, HR, invoicing, and call tracking. Unified view of your business.

Export & Compliance

Export reports as CSV. Audit logs for compliance. Scheduled report delivery for Enterprise plans.

AI-Powered Insights

Enterprise plan includes AI-generated insights: trend analysis, anomaly detection, and recommendations.

How it works

Up and running in minutes.

01

Choose a report

Start with built-in reports or create your own.

02

Filter and group

Slice data by any field, date range, or record type.

03

Share and export

Share with your team or export for offline analysis.

Pricing

Transparent. No surprises.

Flat monthly fee for Agency OS, unlimited users on paid plans, and transparent usage-based add-ons for websites, social, voice, storage, and API usage.

Free
$0 /mo
 

Explore Agency OS for client sites, approvals, and social. No credit card.

  • Up to 3 users
  • 500 client records
  • Platform AI (25K tokens)
  • Agency modules accessible
  • BYOK AI keys
Start Free * See pay-as-you-go add-ons and caps
Enterprise
$150 /mo
or $1,500/year (save 17%)

For agencies scaling client operations, usage volume, and governance.

  • Everything in Plus
  • 500,000 client records
  • AI Assistant (advanced)
  • Audit export & compliance
  • Priority agency support
  • Unlimited phone numbers
Start with Enterprise * See pay-as-you-go add-ons and caps

Founder's Rate — 40% off, locked forever

Our first 10 clients get Plus at $12/mo or Enterprise at $90/mo — locked for life.

Limited to 10 spots
40%
Pay-as-you-go transparency

Know exactly what grows as your agency grows.

Core plans stay flat and unlimited users stay included on paid plans. Website hosting, social publishing, storage, voice, API usage, and other usage-based services are priced in public before you connect anything.

Social posts 10-400 included

Plan and publish client content when campaigns are active, then pay only for additional posts.

Social accounts $4/mo per connection

Connect pages and profiles across Facebook, Instagram, LinkedIn, X, Pinterest, and Bluesky.

Managed websites $1-$2/site/mo

Run affordable client websites, staging sites, and Cloudflare-stack deployments.

Service Free Plus Enterprise Notes
Platform AI 25K tokens included 100K tokens included, 2x markup overage 500K tokens included, 2x markup overage Hard caps protect spend; paid plans cap usage at 2x-3x monthly limits.
Social Media Posts 10 included, $0.40/post overage 40 included, $0.30/post overage 400 included, $0.25/post overage Plan and auto-post to Facebook, Instagram, LinkedIn personal, LinkedIn pages, X, Pinterest, and Bluesky.
Social Accounts BYOK only, free Premium one-click connect Premium one-click connect $4/mo per social network page or profile connection. Bundles up to 50% off are available through [email protected].
Client Portals Included for trials Included for active clients Included with priority setup Give clients a branded place to review websites, approve social posts, and request safe content edits.
Phone Numbers $1/number/mo, max 2 $1/number/mo, max 10 $1/number/mo, unlimited Monthly flat rate per provisioned number.
Premium Email Campaigns Not available $2/1,000 emails, 10K/day and 10K/mo $1.50/1,000 emails, 20K/day and 20K/mo Managed infrastructure email for campaigns that need deliverability support.
Managed Websites Not available $2/website/mo, 5 included $1/website/mo, unlimited Client websites, staging sites, and deployments hosted on the Cloudflare stack.
Lead Enrichment (Apify) 20/day 50/day 100/day Per-unit enrichment with hard daily caps.
Records 500 hard cap 25K included, $2/1,000 overage 500K included, $1/1,000 overage Monthly record allowance.
API Operations 10K hard cap 250K included, $1/10K overage 1M included, $0.50/10K overage Monthly API operation allowance.
Storage 100 MB 2 GB 20 GB File attachments and documents.
Voice calls

Minute rates stay visible, with caps by plan.

Rates are based on Twilio's approximate $0.01/min base cost and may vary by carrier, region, and routing.

Usage Free Plus Enterprise
Inbound calls ~$0.022/min ~$0.018/min ~$0.015/min
Outbound calls ~$0.031/min ~$0.025/min ~$0.021/min
Monthly spending cap $10 fixed $50 adjustable $200 adjustable

Want bundled social connection or agency website pricing? Contact [email protected] for volume discounts up to 50%.

FAQ

Frequently asked questions.

What reports are included in the free plan?

The free plan includes basic built-in reports for pipeline overview, activity summaries, and lead sources. These reports give you a solid starting point for understanding your sales performance.

Which plan includes custom reports?

The custom report builder is included in the Plus plan and above. The Plus plan costs $20/mo total — not per user — and includes the report builder, custom queries, cross-module analytics, and CSV export.

Which plan includes AI-powered insights?

AI-powered insights — including trend analysis, anomaly detection, and recommendations — are available on the Enterprise plan. Contact us for Enterprise pricing.

What export formats are supported?

Reports can be exported as CSV files. Enterprise plans also include scheduled report delivery via email, so your team gets the data they need automatically.

Built for agencies. Priced for lean teams.

Launch client work.
Keep the margin.

Websites, staging, Cloudflare deploys, social publishing, client approvals, and BYOK AI. $20/month flat with unlimited users on paid plans.