Data & Intelligence
The CRM that does the maths
Write Excel-style formulas on any object — days in stage, weighted value, lead score — and get live results on every record, list and report. No sync jobs, no stale numbers.
Spreadsheet syntax
IF, DATEDIF, arithmetic, text functions — if you can write it in a spreadsheet cell, you can put it on a record.
Never stale
Formulas resolve at read time, every time. Change an input and the output is already right.
Formulas read lookups
Combine with reference fields: score a contact using its company's plan. Cross-object maths, zero code.
What's included
- Excel-compatible formula engine on any object
- Live read-time evaluation — values never stored stale
- Reference (lookup) fields across relationships
- Formulas can consume resolved lookups
- Circular references rejected at save time
- Usable in views, filters, exports and reports
Learn how to set it up
Works with
- Reports & dashboardsBuild reports over any object and any field — including formulas — and pin them to dashboards the whole team reads.
- Audit logEvery create, update, delete, merge, import and settings change is recorded with the actor and a field-level diff. Filter it, search it, trust it.
- API & webhooksA REST API over every object — including the ones you invented — plus inbound webhooks that create records and fire automations.