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
Stunning dashboards, ready to ship
Blend pipeline, product, and billing data into a cohesive narrative. Drill into any slice without losing the story.
Growth
+18.6%
Run rate
$536,000
Channel mix
Stage velocity
Every lens your operators need
Growth cadence
Revenue momentum
Pipeline focus
Stage velocity
Segment mix