Know what is working.
Clear reports on revenue, win rate, lead sources and team performance, and one-click exports of any list or report to CSV or PDF.
The numbers that matter
See monthly recurring revenue, one-time revenue won, win rate and the average number of days it takes to close a deal. Charts show growth over the last six months and break revenue down by lead source and by team member.
- Active monthly recurring revenue
- Win rate and average days to close
- Revenue by source and by team member
- Contacts by type and task completion
Take your data anywhere
Export contacts, companies, properties, deals, tasks, projects, submissions and templates to CSV, ready for Excel or Google Sheets. Exports follow the filters you have applied, so you get exactly what you see.
- CSV that opens cleanly in Excel
- Exports respect your current filters
- A full summary report in a single file
- Spreadsheet-safe values
Share a clean PDF
Save any list or report as a tidy PDF for a meeting or a client. Pages are laid out for printing with your name and the date on every export.
- PDF from any list or report
- Landscape layout for wide tables
- Export date and author on every page
- Works from your browser, nothing to install
A few more reasons teams like it
Your data is yours
Export everything at any time. There is no lock-in.
Dashboard at a glance
Key numbers and a follow-up queue greet you every morning.
Role aware
Agents see reports for their own records; managers and admins see the whole business.
Common questions
Can I schedule reports by email?
Not yet. Exports are on demand. Scheduled email reports are on the roadmap.
Are exports limited to what I can see?
Yes. Exports only include records your role can access.
What opens a CSV file?
Excel, Google Sheets, Numbers and nearly any spreadsheet app.
Related guides
Import contacts from a CSV file and clean up duplicates
Bring a spreadsheet of contacts into the CRM, then find and merge any duplicates.
Read the guide →Roles and permissions explained
What Admins, Managers and Agents can see and do, and how to change someone's role.
Read the guide →Backups: how they work and how to restore
Automatic daily backups, how to take one on demand, and how to restore your data if you ever need to.
Read the guide →Ready to get your business organised?
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