CRM.meSell Everyone.
More Features · Reports & Analytics

Turn every customer signal into actionable insight

From exec dashboards to self-service reporting and deep BI, CRM.me keeps teams aligned on the metrics that matter.

Executive dashboards

Interactive Preview: Executive dashboards

Give leadership real-time visibility into revenue, marketing, and customer success KPIs in a single view.

  • 360° pipeline + ARR dashboards
  • Role-based views & digests
  • Drill down to underlying records

Analytics & KPIs

Interactive Preview: Analytics & KPIs

Define KPIs, track targets, and surface AI-powered insights that call attention to trends and anomalies.

  • Custom KPI builder & goal tracking
  • Narrative insights & alerts
  • Scorecards for every team

Self-serve reporting

Interactive Preview: Self-serve reporting

Empower teams with a visual builder, shared templates, and scheduled delivery—no SQL required.

  • Drag-and-drop report builder
  • Saved views & sharing controls
  • Scheduled email & Slack exports

Advanced BI

Interactive Preview: Advanced BI

Analyze cohorts, funnels, and revenue intelligence with warehouse sync and advanced analytics tooling.

  • Cohort & funnel analysis
  • Warehouse sync to Snowflake & BigQuery
  • Revenue intelligence dashboards

Visual storytelling

Interactive Preview: Visual storytelling

Create on-brand visualizations that you can embed, export, and share with any stakeholder.

  • 15+ chart types & branding controls
  • Interactive exploration & filtering
  • Export to PDF, PNG, or embed

Real-time exploration

Interactive Preview: Real-time exploration

Filter, segment, and drill into data instantly so teams get answers without waiting on analysts.

  • Sub-second filtering
  • Saved segments & views
  • Ad-hoc analysis for every team

AI narratives

Interactive Preview: AI narratives

Smart summaries explain what changed, why it matters, and how to act—right inside every dashboard.

Layered data blending

Interactive Preview: Layered data blending

Combine CRM, product, and billing data in layered dashboards that answer cross-functional questions.

Warehouse sync

Interactive Preview: Warehouse sync

Keep Snowflake, BigQuery, and external BI tools perfectly aligned with governed data pipelines.

Launch a data-driven pilot with our specialists

Connect your sources, rebuild critical dashboards, and empower teams to self-serve insights from week one.

BI architecture review • Dashboard migration plan • Analytics enablement workshops

Visual intelligence

Stunning dashboards, ready to ship

Blend pipeline, product, and billing data into a cohesive narrative. Drill into any slice without losing the story.

Revenue trajectoryLast 6 months

Growth

+18.6%

Run rate

$536,000

Channel mix

Stage velocity

Chart showcase

Every lens your operators need

Growth cadence

Revenue momentum

Pipeline focus

Stage velocity

Segment mix

Revenue share