Make decisions from explainable records

Reporting and data.

Bring operational measures, data quality and portable exports into the same workspace as the work itself.

What you can do

What your team can do here.

Review customer, sales, service and delivery performance.

Use overview reporting, funnel analysis, forecast measures and connected source records.

Build governed reports and personal dashboard widgets.

Choose supported measures and date windows, save analysis and keep access aligned with permissions.

Map CSV columns into supported records and preview what will change.

Save team mappings, download correction files, review import history and use conflict-aware rollback.

Find incomplete or duplicate customer records.

Review quality metrics and merge contacts or companies while preserving their relationships.

Restore archived records through a permission-aware recycle workflow.

Review dependencies before recovery and restore supported record families individually or in bulk.

Take a portable JSON export of supported workspace data.

Keep the ability to retrieve business records instead of locking them into a single view.

Give invited external board viewers a governed point-in-time view.

Use separate credentials, expiry, watermarked exports and an access audit for executive KPI packs.

Common questions

Can I undo an import?

Supported imports include history and a conflict-aware rollback path; changes made after import are not silently overwritten.

Can archived records be restored?

Supported record types can be restored when permissions and relationship checks allow it.

Keep exploring

Get started

Start with the core CRM for free, then add the tools your team needs.