Email campaigns, real-time KPIs and operational reports pull from live CRM, production and finance data — so marketing and management act on facts, not vanity metrics.
Campaigns and analytics grounded in quotes, jobs and margin.
Expect by the end of 2026 or sooner
Marketing celebrates lead volume while aluminium scrap and rework quietly ate the profit on the same quarter.
Measure what moves quotes, throughput and margin — not just inbox activity.
Email campaigns with templates and audience segmentation.
CRM-linked attribution from campaign to opportunity.
Configurable KPI dashboards for sales, ops and finance.
Operational reports: scrap, OTD, rework, installer SLA.
Product and profile-system performance comparisons.
Dealer and territory rollups for partner programs.
Export to PDF, Excel and scheduled email distribution.
Drill-down from tile to underlying jobs and transactions.
Segment dealers or regions from CRM with live filters.
Email goes out with tracked links and showroom CTAs.
New opportunities tag source; reps work leads in CRM.
Won deals roll into product-line and campaign ROI views.
Track leads and contacts, manage visual opportunity pipelines, and turn sales activity into quotes and orders without losing context.
Manage chart of accounts, ledger activity, revenue, expenses, invoicing and payments without separating finance from operations.
Parse invoices with AI, build visual automations, delegate work to autonomous assistants, and search your own knowledge base with RAG.
Book a demo and we will configure a KPI board and sample campaign tied to your CRM and job data.
