Reporting workflows
One source of truth for what's actually working.
Live numbers you trust, and the end of rebuilding the same report every month.
Already running in production
A real CRM with a live multi-user pipeline, call intelligence that turns Fathom recordings into next steps, and attribution wired to GA4, Search Console, and Clarity.
How your Reporting runs, end to end.
Each stage hands off to the next automatically, all inside your Portal. You watch it happen and step in only when something needs your call.
Data flows in
GA4, Search Console, and calls
Unified
One source of truth, not a dozen
Attributed
Channels tied to real revenue
Dashboards
Live numbers, no spreadsheets
Briefed
Pira sends it to your phone
What your Reporting workflows do.
Each one runs every day from inside your Portal without anyone having to remember it. We build the workflows you need and run them for you every month, so the work happens whether your team is busy or not.
CRM and pipeline
Core buildEvery contact, company, and deal in one pipeline your whole team can trust, with stage automation built in.
- Every contact, company, and deal in one pipeline
- Stage automation, reminders, and follow-up tasks
- Multi-user with presence and claim handling
Attribution and analytics
Core buildSee which channels and campaigns actually drive booked revenue, not just clicks.
- GA4, Search Console, and Clarity wired into your Portal
- Channel-to-revenue attribution
- Live performance dashboards
Call intelligence
Every sales and team call captured, summarized, and turned into next steps automatically.
- Fathom transcripts auto-classified and summarized
- Coaching scorecards and win/loss insights
- Follow-up tasks created straight from the call
Also included
Live dashboards
Your real numbers in one place, updated automatically, with no spreadsheet exports.
Financial summaries and invoicing
Revenue, recurring, and cash position summarized, with invoices sent from inside the Portal.
Built into your Portal, run for you.
Your Reporting workflows plug straight into your Portal. We build them, wire them into where your data already lives, and run them for you every month with all tool and API costs included.
They usually start as your first workflows on Build at $2,500/mo, on your Portal, and most owners grow into a full department from there as they see it work. See pricing.
Who this is for
Owners flying blind across a dozen logins, or rebuilding the same numbers by hand every month.
Pira reports to you
You never have to log in to know how it is going.
Pira is the AI that runs your Reporting workflows, and she keeps you posted right on your phone. A morning brief, a ping the moment something moves, and a heads-up any time something is waiting on your call.
- A morning brief, so you start the day knowing where things stand
- A ping the moment something important happens
- A heads-up when something is paused and needs your approval
Sample reporting with a placeholder brand.
Stronger together.
Get started
Want your Reporting workflows running for you?
Tell us how it works in your business and we will show you the build, on your own Portal, and what it costs.