Revenue analytics
Revenue analytics from the card your reps work.
Every call, email and LinkedIn touch made from the lead card lands in one view: the funnel, the channel mix, the call outcomes and the rep leaderboard.
No exports. No spreadsheets. Managers read the same record the reps write.
Ten free leads first. Nothing to sign until you decide.
Sound familiar?
Four things sales leaders tell us before they see the work in one place.
Activity lives in four tools.
Calls in the dialer, emails in the mailbox, LinkedIn in a browser tab. Nobody sees the whole picture in one place.
The report is stale before it ships.
Someone exports, cleans and pastes on Friday. By Monday it is out of date.
Nobody sees where the effort goes.
Reps call, email and work LinkedIn, but the mix never lands in one view.
Coaching runs on gut feel.
Without each rep's calls and outcomes side by side, a one-on-one turns into guesswork.
One card, one record. When the work and the numbers live in the same place, nobody rebuilds the report.
How it works
Three steps. No spreadsheets.
Work.
Reps call, text, email and work LinkedIn from one lead card. One login, nothing to install.
Log.
Each touch is saved to the lead it was made on. Answered calls carry a recording. Reps log the outcome on the card. There is no separate report to fill in.
Read.
Managers open the Analytics tab from the same login and see the funnel, the channel mix, the call outcomes and the leaderboard.
Three views. One record of the work.
Every view reads from the same lead records your reps work. Nothing is keyed in twice.
See where leads move and where they stall.
The funnel counts leads at each stage and shows the conversion to the next. Stage velocity shows the average days it took leads to reach each stage.
Built from the lead records, not a weekly export.
What this covers
- Lead counts at every stage
- Conversion from each stage to the next
- Stage velocity table
- Call outcome mix across the team
See which channel your team actually works.
Calls, emails and LinkedIn touches are counted side by side, so you can see where the effort goes. Each touch is tied to the lead it was made on.
One record per touch, from the card it was made on.
What this covers
- Touch share by channel
- Counts and share for each channel in one legend
- Emails drafted in each rep's own mailbox and confirmed by the rep
- LinkedIn messages sent by hand and logged on the card
See every rep's work, then open one rep's calls.
The leaderboard ranks reps by touches, calls, emails, LinkedIn, qualified leads, meetings and response time. Open a rep to see that rep's calls: connects, voicemails, no answers and the outcome of each call.
Coaching starts from what happened on the calls.
What this covers
- Sort the leaderboard by any column
- Connects, voicemails and no answers for each rep
- Listen to each rep's recorded calls
- Coach from the record, not from memory
Pricing
Free cards first. Then a price in writing.
Nothing until your reps have dialed the free cards. Then one of three plans: run the platform yourself, have our team do the calling and book the meetings, or pay per booked meeting. Prices are on the pricing page, and we do not take payment before your reps have tested the platform.
Four things that stay true.
Most sales tools try to do too much. This one keeps the record of the work and stays out of your reps' way.
Your reps make the contact.
We never contact your prospects without your oversight and approval. Every call, text, email and LinkedIn message comes from your reps.
Humans guide every step.
We walk your reps through the board in a 15-minute walkthrough and review the first cards with you before they reach your reps.
Free leads first.
Your reps test ten lead cards before you pay anything.
Nothing to install.
One login opens the lead cards, Plan, Flow State and analytics.
Guardrails on every touch.
The platform checks before your reps reach out, and it keeps the record after.
Calls and texts check the contact hours before they go out.
A lead marked do not call cannot be dialed until a manager clears it.
Texts carry consent and opt-out handling under a US carrier registration.
Emails are drafted in the rep's own mailbox. The rep confirms every send.
LinkedIn messages are scripted and tracked. The rep sends each one by hand.
Answered calls dialed from the card are recorded, and the rep logs the outcome.
Straight answers.
Common questions from sales leaders.
See the work. Then decide.
Tell us who your team sells to. We define your Ideal Customer Profile on the first call, build ten lead cards from it, and your reps grade every one before you pay anything.
Questions? Email [email protected]