Pipeline and retention reports your partners will actually read
See where inquiries come from, how fast you reply, how many become clients and which clients are at risk, with plain-language AI insights on what to fix.
$76.80 per user / year
What Analytics & AI Insights does
Pipeline report
Inquiries to clients, by source and service.
Response speed
How fast each inquiry got its first reply.
Retention
Who renewed, who lapsed and who is at risk.
AI insights
Short notes on what changed and what to do next.
Dashboards
Partner, team and service views.
Monthly summary
A one-page report emailed each month.
Where firms get value first
- Know which marketing actually brings clients
- Spot clients likely to leave
- Report growth to partners in minutes
Firms that use Analytics & AI Insights
Questions about Analytics & AI Insights
When will Analytics & AI Insights be available?
Analytics & AI Insights is planned after our first modules. Join the waitlist to be told when it opens and to help shape it.
How much does it cost?
$76.80 per user per year ($6.40 per user per month, billed yearly). The minimum for any firm is $470.40 per year across all modules.
Is there a free trial?
No free plan or trial. Clients of our growth services can choose one module, such as this one, free for 6 months.
Does it work with other modules?
Yes. Every module shares the same client records, so adding more modules later needs no setup or data moves.