Revenue likely to increase next month
Pipeline velocity is up 22% and three deals scoring above 80 land in the first two weeks. Forecast: 214K, up 15% on this month.
Your most valuable client is under-served
Meridian accounts for 18% of closed revenue but has had no contact in 24 days. Historically this precedes churn or a competitor entering.
Growth opportunity: LinkedIn
4.1× ROAS with budget headroom. Every 1,000 moved from Meta adds roughly 4,100 of pipeline at current conversion.
Top campaigns
Upcoming tasks
· Follow up Halcyon — overdue
· Northwind contract review — today
· Vertex renewal call — tomorrow
· Q3 campaign report — Friday
Why unified matters
The insight neither suite could reach alone.
Sales data alone tells you a deal is at risk. Marketing data alone tells you a campaign is working. Together they tell you something neither could.
Which campaigns produce closers
Not which produce leads. Attribution against closed deals reveals that your highest-volume channel often produces your worst customers.
Which deals were pre-qualified
Deals from high-scoring campaign sources close faster and at higher value. The AI knows this and adjusts your deal scores accordingly.
Where the next dollar comes from
A single forecast built from both sides — pipeline velocity and campaign pipeline generation — rather than two forecasts that disagree.
Reports
Every report, every period.
Unlimited generation, CSV and PDF export on every plan including Free. Your revenue data is yours.
· Daily report
· Weekly report
· Monthly report
· Quarterly report
· Yearly report
· Sales report
· Marketing report
· Revenue report
· Performance report
· Commission report
Notifications
Told before it's too late.
Alerts that fire on the signal, not on the schedule. Which is the entire point.
· Upcoming follow-up
· Deal closing reminder
· Campaign reminder
· Commission reminder
· Target reminder
· Performance alert
· Revenue alert
· AI recommendation
· Subscription reminder
· Billing reminder
Start now
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Free tier, no card, sixty seconds.