Business Pulse
What Is It?
Business Pulse is your all-in-one starting point for understanding your business in real-time. It gives you clear, automated dashboards and reports that show you exactly how your business is performing—without any complicated setup or technical skills required.
What Does It Do?
Unlimited Dashboards & Charts:
Get as many visual dashboards as you need, each showing important numbers and trends about your sales, expenses, and growth. You can track exactly what matters to you — whether that’s overall revenue or daily costs.Real-time Profit & Loss + 30-Day Cash Flow Forecast:
Instantly see how much money is coming in, going out, and how much profit you’re really making. You’ll also get a forecast that predicts the next month’s cash flow, so you’re never caught off guard by surprise expenses.Customer Value & Churn Risk Scoring:
The system uses built-in tools to figure out which customers are the most valuable to your business and which ones might be at risk of leaving. That way, you can take action before it’s too late.Automated Expense Alerts:
You’ll receive automatic notifications if your spending jumps, helping you spot issues immediately and keep costs under control.Monthly PDF/Email Alerts:
Every month, you’ll get a simple report—sent straight to your inbox—summarizing everything that matters. This makes it easy to stay informed, whether you’re in the office, at home, or on the go.
Who Is It For?
Business Pulse is perfect for business owners, managers, or teams who want simple, powerful insights about their finances and customers—without having to pay for features they won’t use or hire an IT expert. If you’ve never used dashboards before, this package is designed to be easy to understand and quick to set up.
What Problems Does It Solve?
No more manual spreadsheets or waiting for end-of-month finance reports.
Reduces the risk of missing important financial changes or losing valuable customers.
Makes professional reporting accessible to anyone, even business owners with no technical background
Growth Engine
What Is It?
Growth Engine is your upgrade from basic dashboards into the world of intelligent business insights. It takes everything in Business Pulse and adds powerful tools that help you see not just what is happening in your business, but why—and what you should do next.
What Does It Do?
Everything in Business Pulse:
You still get unlimited customizable dashboards, instant profit and cash flow tracking, monthly reports, customer value analysis, and automatic alerts. All the tools from Business Pulse are included—with zero extra setup.Marketing ROI Analysis:
Find out exactly which marketing campaigns are working and which are wasting your budget. Growth Engine connects to your marketing platforms and calculates how much every campaign brings back to your business, so you can make smarter decisions and stop guessing.Operational Efficiency Scoring:
Easily see how efficiently your business is running. The system automatically looks at your team’s activities, processes, and costs to identify bottlenecks or wasted resources—giving you clear, actionable scores that help you improve.Team Productivity Metrics:
Track how productive your teams are across departments or locations. Get clear charts about work progress, completed tasks, and team performance—helping you recognize strengths and find areas that need support.Automated Lead-Nurture Workflows:
Automatically follow up with potential customers and keep your business top-of-mind with built-in lead-nurture tools. No more lost opportunities—Growth Engine helps you convert more prospects into actual, paying customers by sending timely, personalized messages without manual work.
Who Is It For?
Growth Engine is ideal for growing businesses and teams who want deeper insights and automation. If you want to understand your marketing, operations, and team performance at a glance—and don’t have time for manual follow-up or complicated analytics—this package is for you.
What Problems Does It Solve?
No more “guessing” at what marketing works—know exactly where your money is going and how much you get back.
Stops important leads from falling through the cracks.
Makes it easy to spot operational problems before they become costly.
Gives you a complete, automated view of business health and team productivity—all in one simple place.
Business Command
What Is It?
Business Command is a powerful analytics package designed for ambitious companies who need a centralized, executive-level view of their entire organization. It brings together all your business data—from multiple locations, departments, or branches—and uses AI to deliver deep insights, growth opportunities, and predictive forecasts in one easy-to-use hub.
What Does It Do?
Everything in Growth Engine:
All the benefits of the lower packages are included, such as unlimited dashboards, real-time profit and customer reporting, team productivity metrics, marketing ROI analysis, and automated lead nurturing.Multi-Location KPI Hub:
See performance metrics and comparisons across different stores, branches, or teams, all in one dashboard. Instantly spot which locations are thriving and which need more support without juggling separate reports.AI Expansion Opportunity Map:
The system automatically analyzes your business data and suggests new areas for growth—like expanding product lines, entering new markets, or targeting untapped customer segments. It’s like having a dedicated data science team pointing out your next business moves.Predictive 6-Month Forecasts:
Get clear, AI-generated predictions showing where your business is heading for the next half-year. These forecasts consider trends in your revenue, costs, and customer behavior, helping you plan budgets and strategies with confidence.Weekly AI Executive Summaries:
Every week, you’ll receive a concise, expert-level report (written by AI) that explains what’s going well, what needs attention, and what to watch next—making executive decision-making fast, informed, and effortless.
Who Is It For?
Business Command is built for larger businesses, franchisors, or organizations with several teams or branches. It’s especially valuable for directors, executives, or corporate managers who want an up-to-date, “big picture” view of their whole enterprise—without drowning in spreadsheets or endless manual reports.
What Problems Does It Solve?
Eliminates the chaos of managing data from multiple locations.
Removes guesswork from long-term planning and resource allocation.
Saves leadership teams hours each week with smart, automated executive summaries that highlight exactly what matters most.
Conversational Insights
What Is It?
Conversational Insights is a breakthrough dashboard solution that allows you to interact with your business data using natural, everyday language. Instead of hunting through endless menus or technical reports, you simply ask questions—and get instant, understandable answers and smart summaries from your data.
What Does It Do?
Unlimited Natural-Language Q&A Dashboards:
You can ask questions about your business in plain English (or your preferred language), such as “Which products sold the most this month?” or “Are my expenses higher than last quarter?” The dashboard instantly gives you easy-to-read charts and explanations—no technical knowledge required.AI-Generated Narrative Summaries & Anomaly Alerts:
The system automatically reviews your numbers and highlights unusual trends, helping you notice problems or opportunities before anyone else. You’ll also get narrative summaries that explain changes and important events in simple terms, so you don’t have to analyze charts yourself.Predictive Threshold Notifications:
Receive proactive alerts when your business is about to hit key targets (like reaching a sales milestone or going over budget). The platform predicts these events and gives you early warnings so you can act fast.Self-Service Ad-Hoc Report Builder:
Need a custom report? Simply request it and the dashboard will create whatever report or visualization you need—no more waiting for specialists or IT support.Email/SMS Insights Delivery:
All your important insights, summaries, and alerts can be sent straight to your email or even to your phone by SMS, so you’re always in the loop wherever you are.
Who Is It For?
Conversational Insights is perfect for business professionals who want immediate, understandable answers from their data—without having to learn any technical jargon, software, or data science. It’s designed for managers, owners, and teams who value simplicity, speed, and actionable information.
What Problems Does It Solve?
No more struggling to find out what’s happening in your business—just ask and get answers instantly.
Removes the intimidation and confusion from complex data reporting.
Puts essential, proactive information right at your fingertips, so you can make smarter decisions every day.
Embedded Analytics
What Is It?
Embedded Analytics is a specialized package for businesses that want to offer powerful, customizable dashboards and analytics—not just for internal teams, but directly to their own customers, partners, or users. With this package, you can integrate advanced data visualizations right into your existing websites, products, or portals—fully branded as your own.
What Does It Do?
Unlimited White-Label Dashboard Embeds:
Add as many branded dashboards as you need to any digital platform—your customers or users see your logo and identity, not that of a third-party tool.Multi-Tenant Data Security & Row-Level Access:
Keep every client’s or user’s data 100% secure and separate. The system ensures that people only see what they’re meant to see, even when hundreds or thousands of users are accessing analytics at the same time.Developer SDK & Prebuilt Widget Library:
Your development team gets access to an easy-to-use toolkit for customizing dashboard layouts, features, and integrations—plus a library of widgets like charts, graphs, and tables for quick setup.API-First Data Endpoints:
Seamlessly connect your analytics to other apps or tools using robust APIs. This allows real-time data syncing and lets you power dashboards with virtually any data source.Rapid 1-Day Portal Integration:
Get your embedded analytics up and running, fully integrated into your website or client portal, in as little as one day—with full support for setup and testing along the way.
Who Is It For?
Embedded Analytics is perfect for SaaS providers, software platforms, agencies, and companies that want to deliver real-time analytics tools directly to their clients or users. It’s also ideal for businesses operating multi-client digital portals, such as financial, HR, or customer service platforms.
What Problems Does It Solve?
No need to build complex analytics from scratch or manage multiple, siloed tools.
Eliminates the risk of clients accessing data they shouldn’t—security and privacy are built right in.
Lets you offer professional-grade, interactive analytics as a key part of your product—making your platform far more attractive and valuable to customers.
Semantic Insight Suite
What Is It?
Sematic Insight Suite is your all-inclusive enterprise analytics platform, built for organizations seeking advanced data intelligence, seamless user experience, and next-level reporting power. It combines the latest conversational AI features, customizable dashboards, and embedded analytics—making it perfect for businesses with complex needs and large teams.
What Does It Do?
Everything in Conversational Insights & Embedded Analytics:
Get unlimited natural-language dashboards, AI-generated reports, anomaly alerts, rich embedding options for clients, multi-tenant security, and developer toolkits—all in one package.Unlimited Reusable Semantic Metric Layer:
Create standardized metrics that can be reused across all dashboards. This means you’ll always compare “apples with apples,” ensuring consistent, accurate tracking and reporting everywhere in your business.Real-Time Streaming Analytics Dashboard:
See your live data—sales, performance, operations—update instantly in your dashboards. No waiting for daily or weekly updates; decisions are made with the very latest information.Touch-Optimized Layouts:
Dashboards and analytics are designed to work perfectly on any device—desktop, tablet, or phone—so teams can access insights wherever and whenever they need them.Full Conversational AI & Embedded SDK:
Enhance every dashboard with intelligent chat features and powerful, customizable widgets. Your users can ask for insights, explanations, or extra data directly from the dashboard itself—no IT request required.Priority Support & Custom Onboarding:
Receive top-tier support and hands-on onboarding for smooth integration into your business. This ensures your teams and clients get dedicated help setting up, learning, and getting the most value—no matter how complex your requirements.
Who Is It For?
Sematic Insight Suite is ideal for medium-to-large businesses, data-driven teams, tech companies, and enterprise platforms that require deep reporting power, easy scalability, and custom analytics experiences. If you want the flexibility to adapt dashboards and metrics to any business workflow, this suite is built for you.
What Problems Does It Solve?
Gets rid of disconnected reporting tools and manual metric calculations—everything is unified and reusable.
Solves the challenge of real-time decision-making across devices and locations.
Makes advanced analytics and conversational data instantly accessible to every user, with full support for onboarding and customization.
Advanced Growth BI
What Is It?
Advanced Growth BI is your comprehensive business intelligence powerhouse designed specifically for growing SMEs who want sophisticated analytics without the complexity. It combines everything from our Essential package with cutting-edge AI predictions, advanced automation, and natural language querying—giving you enterprise-grade insights at a fraction of the cost.
What Does It Do?
Everything from Essential Growth BI:
You get all our foundational features—real-time financial dashboards, customer churn prediction, sales pipeline tracking, marketing ROI analysis, automated executive summaries, and mobile optimization—with zero additional setup.AI-Powered Predictive Analytics:
Look 6 months into the future with confidence. Our ChatGPT-powered forecasting analyzes your business patterns to predict revenue, cash flow, customer behavior, and market opportunities before they happen.Advanced Customer Segmentation & Lifetime Value:
Automatically discover your most valuable customer groups and predict exactly how much each customer will be worth over time. Focus your efforts where they'll have the biggest impact on your bottom line.Competitive Benchmarking Dashboard:
See exactly how you stack up against competitors in your industry with automated market positioning analysis. Get alerts when competitors make moves that could affect your business.Multi-Location/Department KPI Tracking:
Manage multiple offices, stores, or teams from one central dashboard. Compare performance across locations and identify your strongest and weakest areas instantly.Custom Workflow Builder:
Create your own automated business processes using our visual interface—no technical skills required. Set up complex automations that save hours of manual work every week.Natural Language Query Interface:
Ask your data questions in plain English and get instant answers. "Which products sold best last month?" or "Show me customers at risk of leaving"—just ask and get immediate insights.Automated Anomaly Detection & Alerts:
Never miss important changes in your business again. The system automatically spots unusual patterns and alerts you immediately—whether it's unexpected sales spikes, cost overruns, or customer behavior changes.Team Productivity & Performance Metrics:
Track how your team is performing across departments with detailed productivity analytics. Identify top performers, spot training needs, and optimize your workforce.API Endpoints for Custom Integrations:
Connect your existing tools and systems seamlessly. Our robust API lets you pull data in and push insights out to any platform your business uses.White-Label Dashboard Embedding:
Share professional dashboards with clients, partners, or stakeholders under your own brand. Create custom portals that showcase your expertise and build stronger relationships.
Who Is It For?
Advanced Growth BI is perfect for established SMEs (25-200 employees) who have outgrown basic reporting tools and need sophisticated analytics to drive strategic decisions. If you want to predict future performance, automate complex processes, and make data-driven decisions that accelerate growth, this package transforms your business intelligence capabilities.
What Problems Does It Solve?
Eliminates guesswork from strategic planning with accurate 6-month predictions and trend analysis.
Stops valuable opportunities from slipping through cracks with automated alerts and real-time monitoring.
Makes complex data accessible to everyone on your team through natural language querying and intuitive dashboards.
Saves countless hours previously spent on manual reporting and analysis—freeing your team to focus on growth activities.
Provides enterprise-level insights without enterprise-level costs, complexity, or implementation timeframes.
Starter Package
What Is It?
Starter is your entry point into business automation, designed to eliminate the most time-consuming daily tasks that bog down small businesses. It focuses on capturing and nurturing leads while keeping your customers engaged—all without any manual intervention from you or your team.
What Does It Do?
Lead Capture Automation:
Automatically collect leads from your website, social media, and marketing campaigns. Every potential customer gets instantly added to your system with their contact details organized and ready for follow-up.Basic CRM Updates:
Keep your customer database current without lifting a finger. The system automatically updates contact information, tracks interactions, and maintains clean, organized customer records.Automated WhatsApp Reminders:
Send personalized WhatsApp messages to customers about appointments, payments, special offers, or follow-ups. Your customers stay informed and engaged while you focus on running your business.Basic Email Drip Campaigns:
Nurture leads and customers with automated email sequences that deliver the right message at the right time. Turn prospects into customers with professionally crafted emails that send themselves.
Who Is It For?
Starter is perfect for small business owners, freelancers, and startups who are tired of manually chasing leads and following up with customers. If you spend hours each week on repetitive admin tasks instead of growing your business, this package gives you your time back.
What Problems Does It Solve?
No more lost leads—every inquiry gets captured and followed up automatically.
Eliminates the stress of remembering to contact customers or send reminders.
Ensures consistent communication with prospects and clients without constant manual effort.
Frees up hours each week previously spent on administrative tasks, letting you focus on revenue-generating activities.
Growth Package
What Is It?
Growth builds on everything in Starter and adds sophisticated customer service and scheduling automation. It's designed for businesses ready to scale their operations while maintaining excellent customer experience—without hiring additional staff.
What Does It Do?
Everything from Starter Package:
You keep all the lead capture, CRM updates, WhatsApp reminders, and email campaigns, plus get access to more advanced automation features.Customer Service Autoresponder:
Instantly respond to customer inquiries 24/7 with intelligent automated messages. Handle common questions, provide information, and route complex issues to the right team member—all without human intervention.Automated Onboarding:
Welcome new customers with a smooth, professional onboarding sequence that guides them through your services, explains next steps, and ensures they feel valued from day one.Calendar/Meeting Scheduling:
Let customers book appointments directly with automatic calendar integration. Send confirmation emails, reminders, and follow-ups while preventing double-bookings and scheduling conflicts.Task Assignment:
Automatically assign tasks to team members based on customer needs, project requirements, or workload distribution. Ensure nothing falls through the cracks while optimizing team productivity.
Who Is It For?
Growth is ideal for expanding small businesses and growing teams who need to handle more customers without sacrificing service quality. If you're booking more appointments, onboarding more clients, and managing a small team, this package scales your operations efficiently.
What Problems Does It Solve?
Eliminates scheduling conflicts and missed appointments with automated booking systems.
Ensures every new customer receives consistent, professional onboarding regardless of how busy you are.
Provides instant customer service responses, improving satisfaction and reducing support workload.
Keeps your team organized and accountable with automatic task assignment and tracking.
Pro Package
What Is It?
Pro is your complete business automation solution that handles the most complex and time-sensitive operations. It transforms your entire back-office into a smooth, automated system that runs your financial processes, analytics, and documentation while you focus on strategic growth.
What Does It Do?
Everything from Growth Package:
All previous automation features continue running seamlessly while you gain access to advanced financial and operational automation.Automated Invoicing:
Generate and send professional invoices automatically based on completed work, recurring services, or contract milestones. Track payments, send overdue reminders, and maintain cash flow without manual invoice creation.Bookkeeping Updates:
Automatically categorize expenses, update financial records, and maintain accurate books in real-time. Your accounting stays current and accurate without daily data entry or manual reconciliation.Analytics Digest:
Receive automated weekly or monthly business performance summaries delivered straight to your inbox. Get key insights about revenue, expenses, customer trends, and growth metrics without analyzing reports manually.Contract & Document Automation:
Generate contracts, proposals, and legal documents automatically using your templates and client information. Send for digital signatures, track approvals, and store completed documents—all without manual document preparation.
Who Is It For?
Pro is designed for established small businesses and growing companies that need enterprise-level automation without enterprise complexity. If you're managing significant revenue, multiple clients, and complex operations, this package handles your most critical business processes.
What Problems Does It Solve?
Eliminates late payments and cash flow issues with automated invoicing and payment tracking.
Keeps your books accurate and up-to-date without hiring bookkeeping staff or spending hours on data entry.
Provides regular business insights and performance updates so you always know how your company is performing.
Removes the bottleneck of manual contract creation and document management, speeding up sales cycles and client onboarding.