Every number in your CRM, finally working for you
AI-native analytics, dashboards and reporting across sales, marketing and service, sitting directly on your live Leadify data. No BI stack to buy, no exports to wrangle.
How it works
Most teams pay for a CRM, then pay again for Tableau or Power BI, then spend Fridays exporting CSVs to make the two agree. Leadify Analytics skips all of that. Your dashboards, reports and AI insights live on the same records your reps update every day, so the number you see is the number that's true right now.
Dashboards in a minute
Drag metrics onto a canvas and get shareable, drill-down dashboards without a data analyst.
- Pre-built templates for pipeline, forecast, campaign and CSAT
- Drill from a KPI straight into the underlying records
- Role-based views for reps, managers and execs
- Scheduled email and Slack delivery
AI reads the charts for you
Plain-English narratives, anomaly alerts and health scores sit beside every metric.
- Automated insights explain what changed and why
- Anomaly detection flags odd spikes and drops early
- KPI health scores turn dashboards into a status board
- Ask questions in natural language, no SQL
One source of truth
Analytics sit on your live CRM and ERP data, so reporting never drifts from reality.
- No ETL pipelines or nightly syncs to maintain
- Sales, marketing and service metrics reconciled by default
- Governed access follows your existing CRM permissions
- Real-time refresh as records change
Where teams use it
Built for real revenue work.
Monday pipeline review
Open one dashboard, see forecast, coverage and slipping deals, and click into the exact opportunities behind every number.
Marketing to revenue
Trace campaigns through to closed revenue in the same tool your sales team already lives in, with no attribution spreadsheet.
Board and investor reporting
Schedule a clean, consistent metrics pack that pulls from live data instead of a hand-built deck every quarter.
“We cancelled our separate BI subscription. Everything the leadership team asks for now lives in Leadify, on data we already trust.”
FAQ
Questions, answered.
Do I need a separate BI tool like Tableau or Power BI?
No. Leadify Analytics is built into the CRM, so dashboards, reporting and AI insights run on your live records. There's nothing extra to license, connect or maintain.
Do I have to export data to analyze it?
No exports and no ETL. Analytics query your live CRM and ERP data directly, so what you report is always current and always matches the underlying records.
Can non-technical users build reports?
Yes. Dashboards are drag-and-drop, and you can ask questions in plain English. Most people build their first useful dashboard in about a minute without any SQL.
How fresh is the data?
It's real time. Because analytics sit on the same records your team updates, a change in a deal or ticket shows up in the dashboard immediately, not after an overnight sync.
Keep exploring
More from the Leadify platform.
Anomaly Detection
Catch odd spikes and drops in revenue metrics before they hurt.
Insight Generator
Plain-English narratives beside every chart, written automatically.
Ask-in-English
Query your CRM data in natural language, no SQL required.
KPI Health Score
At-a-glance health status for every metric that matters.
CRM dashboards that help you decide
How to build dashboards people act on instead of admire.
See your CRM data actually explain itself
Turn on Analytics & Reports and get dashboards, insights and answers on day one.