Data & Intelligence
Fields that calculate, reports that answer
Excel-style formula fields, cross-object lookups, custom reports and dashboards, and an audit log with field-level history — your data working, not just sitting.
Inside this pillar
What Data & Intelligence includes
Formula fields
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.
Explore Formula fields →Reports & dashboards
Build reports over any object and any field — including formulas — and pin them to dashboards the whole team reads.
Explore Reports & dashboards →Audit log
Every create, update, delete, merge, import and settings change is recorded with the actor and a field-level diff. Filter it, search it, trust it.
Explore Audit log →API & webhooks
A REST API over every object — including the ones you invented — plus inbound webhooks that create records and fire automations.
Explore API & webhooks →Web analytics
One tag on your site streams pageviews and custom events back to the CRM — and when a visitor identifies themselves, their whole prior session attaches to their contact record.
Explore Web analytics →AI assistant
A signed-in assistant that can query your records, draft and send email, build automations and templates, and answer questions about your data — with your permissions, not a superuser's.
Explore AI assistant →How it works
- 01
Compute in place
Write formulas the way you would in a spreadsheet — days-in-stage, weighted value, health scores — and they resolve live on every record.
- 02
Look across objects
Reference fields pull values through relationships: show the company's plan on the contact, the deal total on the company.
- 03
Report on everything
Build reports and dashboards over any object and any field — including computed ones — and share them with the team.
In real workflows
How teams actually use Data & Intelligence
Data & Intelligence, on your own records
Inside Data & Intelligence
- Formula fieldsWrite 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.
- 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.
The best way to evaluate it is on your own records — import a CSV on the free plan, or bring a real scenario to a demo and we'll build it live.
Book a demo →Frequently asked questions
Yes — the formula engine is Excel-compatible syntax with functions, arithmetic and conditionals, evaluated live at read time so results are never stale.
Every report and dashboard works over any attribute on any object, custom or standard, including formulas and lookups.
The audit log records every create, update, delete, merge, import and settings change with field-level diffs and the acting user.