We combine Claude AI with your CRM, Google, and everything inside your commercial tech stack into something you could only have dreamed of before.
Plug in your CRM, web, social, marketing, and service tools, along with your industry, customer, and competitor information, and more.
THE DASHBOARD goes to work, presenting insights about your pipeline, sales rep performance, your competitors, and your industry, all in simple reporting views and podcasts.
With an always‑on AI bot, you can ask anything, anytime, and set magic questions that report back as conditions change.
This demo is based on a partial data set from a fictitious company. The tool is real, but the depth of data isn't. So, it will provide just a glimpse into THE DASHBOARD. Enjoy.
Disconnected stacks and misaligned teams
Midnight scrambles to prep for tomorrow’s call
Mystery attribution and quarterly guesses
The homegrown “dashboard” graveyards
Vendor lock-in
End your individual and organizational stress and get THE DASHBOARD
Nobody chose this. The reporting got fragmented, one reasonable decision at a time. A vendor here, because the internal team was underwater. A point solution there, because it was faster than waiting on the roadmap. Then the AI push, and people who had never written a line of code did exactly what was asked of them — they built something. A widget. A dashboard. A tool that solved their corner of the problem and made everyone else’s corner slightly worse.
None of that was a mistake. It was the only move available. But the result is a calendar full of meetings where everyone is guessing, and now a dozen new dashboards to guess from. No shared numbers. No shared definitions. No alignment — just more surfaces to disagree on.
We got fed up. So, we fixed it.
Plug in your stack: sales, marketing, ads, service, web. We model it. You stop reconciling spreadsheets at 11pm.
No demos to schedule. No salespeople to dodge. No 90-page implementation deck. Connect, see, decide.
Every exec view, pre-built. Pipeline, channel ROI, web, service. Ask in plain English. Get an answer.
Auto-flag the channels and segments moving the needle. And the ones quietly burning the budget.
Sales sees the same numbers as marketing. Marketing sees the same numbers as the C-suite. Arguments end here.
Individualized onboarding squares the reporting with your industries, customers, competitors, and more.
Ask anything, anytime, and set magic questions that report back as conditions change.
Intelligent assistance, wherever you need an insightful, extra opinion. Ask a question, get a thoughtful suggestion, and find better paths forward. AI offers suggestions on the good and questionable, helping you see more broadly across your commercial stack, driving towards better outcomes faster with a bit more context and a lot less guesswork.
Experience the types of answers you’ll receive when THE DASHBOARD is plugged into your company. This model is using data from a demo account.
Every briefing, every chat, every AI tool works on your phone. No app store. No download. No “Premium Mobile Add-on” charge.
The intel briefings are the sleeper hit. Queue them up as podcasts for convenient listening on the go. By the time you reach your desk, you’ve already absorbed enough to strike fear into your competitors.
“Click” to listen to some of the primary, weekly podcasts served up. These samples are based on a fictitious company’s data, but pretend that in real life, the AI behind THE DASHBOARD could be helping you cherry-pick gems like this from your company’s data.
THE DASHBOARD gives you a LOT. Pipeline, SEO, paid media, podcasts, cases, web crawlers, that one KPI you swear you’ll check someday—it’s like a Vegas buffet of your commercial tech stack. And sometimes a buffet is just plain overwhelming.
So, we built FOCUS.
FOCUS is the “just show me MY stuff” section you’ve been quietly wishing for. Tell it who you are and what you care about, and it builds a summary that’s actually yours.
Pick your role (Exec, Sales, Marketing, Service) and your interests — boom, personalized in one click.
Choose exactly which metrics make the cut. Keep 3 or 5, ditch the other hundreds. We won’t be offended.
Dial in the vibe: Headline, Brief, or Detailed — and Plain, Analytical, or Motivational if you want a little pep talk with your numbers.
Pin what matters, set your own alert thresholds, and show each metric as a number, a chart, or a plain-English sentence.
Ask it to watch for patterns (“Flag accounts with heavy pipeline and multiple open services cases that could hurt our chances of closing new business.” — it’s on it).
Too busy to read? Hit Summarize with AI, then literally listen to it out loud while you make coffee or commute.
Same AI-powered dashboard. Way less noise. Just the intel you care about—delivered daily, weekly, or monthly. Your call.
We run on AWS inside a VPC, with the database in a private subnet and no public-facing endpoints. AI inference runs through AWS, customer data never leaves AWS or touches Anthropic's infrastructure. Authentication is MFA-enforced, and customer data is stored in Amazon with encryption at rest, in transit, and automated encrypted backups with point-in-time recovery.
Database-per-tenant isolation. And it's not just an application-layer claim. Each account runs in its own hardened container with dropped capabilities, a read-only root filesystem, and isolated resource limits. Each account also gets its own database and its own database role, with credentials encrypted in AWS. Your prompts, your data, your AI history never cross into another customer's environment. Ever.
Because you're not just buying software. You're trusting us with information that matters. We don't take that lightly.
Runs on dedicated instances inside a VPC, with the database in a private subnet
AI inference runs through AWS, customer data never leaves AWS or touches Anthropic's infrastructure
Customer data stored in Amazon with encryption at rest and in transit, plus automated encrypted backups with point-in-time recovery
This adds extra security to your login. Instead of just a password, you also confirm it's you with a code from your phone, an app, or your fingerprint.
Continuous vulnerability scanning across code, dependencies, and infrastructure
All traffic encrypted end-to-end: API calls, dashboards, webhooks, everything
Each account gets its own database, database role, and hardened container, isolation enforced at the database engine, not by application code
Get in now at a number that's almost embarrassing. The dashboard your competitors will pay more for next year.
Lock In Early-Adopter Pricing
Our monthly subscription rate will increase in 2027. Sign up before the clock runs out and lock in your early-adopter rate for as long as your account stays active.
Twenty years of "but our data is special" later, here's what we get asked the most.
No. We hate them as much as you do. Connect your stack, the dashboard populates in minutes, and you decide. If you want to talk to a human, we're around, but it's not a prerequisite.
For most teams, the executive view is live the same afternoon. Full module rollout (sales, marketing, ads, service, web) typically lands inside a week.
We connect through secure API services to the most popular CRM, marketing automation and web tracking tools you can name in 30 seconds. GO!
BI tools hand you a blank canvas and a license to spend months building dashboards. We hand you THE DASHBOARD, pre-built for the way commercial teams actually think. We’ve built it so it aligns with business. You just don't have to start from zero.
Any business that wants to sell smarter! Mid-market commercial teams, start-ups, founders, agencies running multiple clients, and enterprise marketers who are tired of being the report factory.
Seriously? You know it is a mess, and we know you don’t have the time to find all the skeletons in all those closets. Our AI Agent reports on pipeline opportunities, problematic support cases, and seat hygiene so you know where to look and who to look at. Finally see where a little sunlight and soap is needed.
You'll call it "about damn time."
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