Live boards built on your tools

Stop digging for numbers. Start acting on them.

We connect the tools you already use and build one live action board for your team. It shows what is happening, who needs attention, and what to do next. Try the sample board below.

Some of the tools we build on Don't see yours? Check your stack
Sound familiar?

You don't have a lead problem. You have a leak problem.

01

Too many tools

Every tool you add is another job, or another person to hire. You started a business, not a software collection.

02

No whole picture

Your numbers live in five places, ads included. Nothing shows them together, so nobody can say how the week went.

03

Stuck waiting on an expert

Learning another tool is hard, and the expert doesn't know your business like you do. The board and its AI close that gap.

"I've spent 20+ years in marketing. When I take on a new client, I see the same gaps every time. We built this tool to close the gaps." Greg Roberts, founder

The board

Not a dashboard. An action board.

A dashboard shows you numbers and stops. The Board tells you who to reach today, starts the follow-up, and shows what came back. Four levels. Most tools stop at the first.

Level 1: See

Every number, one screen.

Orders, customers, email results, and repeat rate, pulled live from the tools you already use and refreshed about every 15 minutes.

This week

1,284Orders
642New customers
38%Came back
21%Click rate
Updated 4 minutes ago
Level 2: Know

A list of who needs attention.

The board flags the customers who started and stalled. Hottest first, with the issue and what we know about each one.

Needs a nudge

  • JAAdded to cart, did not check outCoffee
  • PSOne order, nothing sinceTea
  • MTRepeat buyer, quiet for a monthCoffee
  • RKSkipped two shipmentsCoffee
Level 3: Act

The follow-up starts itself.

Land on the list and a three-message sequence begins. Anyone who has not acted by day 14 moves to a task list for a person on your team.

Abandoned cart sequence

Message 1Sent, day 0
Message 2Sent, day 5
Message 3Goes out day 10
Day 14Task list if no action
Started the moment they landed on the list
Level 4: Prove

See what it brought back.

Every nudge is logged. The board counts who came back within 14 days and what they ordered. It never claims the nudge caused it.

This month, sample

42Nudged
11Came back
9To the task list
$1,870Their orders
Came back within 14 days of a nudge
Funnel Repair Analyst

Ask your analyst a question.

Type a question in plain words and get the answer from your own data. A weekly summary lands in your inbox.

Which product line has the most abandoned carts?
Coffee. 41 people added to cart this week and did not check out.
Private

Views only the right people see.

Sensitive sections, like margin and ad spend, sit behind their own logins.

Who sees what

OverviewEveryone
CustomersEveryone
EmailsEveryone
FinanceOwners only
How it works

Three steps to your own board.

  1. Step 1

    Check your stack.

    Tell us the tools you use. Each one needs an API or an MCP connector.

  2. Step 2

    We build your board.

    You see a working version on a private page, on sample data first. Live data connects after you approve it.

  3. Step 3

    Your team logs in.

    Your board lives at its own address under our domain. Your people sign in. The numbers stay current.

Recommended first step

Not sure your tools will work? Check your stack.

Pick the tools your team uses. Each one needs an API or an MCP connector. You'll see which ones we connect today.

Your tools

Pick your tools to see the read.

Nothing is sent until you choose to send it.

Case studies

Real boards. Real teams.

Case studyLive

What would the President want to see?

PROPEL's President kept asking to see the data. We asked what we would want in her seat, and built one live view on the tools the team already used.

More than five people on the team use it today.

Read the case study
Quote needed Harriette K. Burrell, President & Chief Strategy Officer, PROPEL Center Her own words about the board go here once she sends them. Confirm her title before publishing.
Plans

Start free. Grow into it.

See

$39 a month

The whole picture, no actions

  • Clean numbers from every tool, together
  • Up to 3 tools, 2 logins
  • A weekly report by email

The Board

$149 a month

Founders price, limited time. Then $199.

  • Everything in See
  • The "what to do today" list and follow-up for your industry
  • Ask the Funnel Repair Analyst, and see who came back
  • Up to 5 tools, 5 logins

The Board + Engine

From $249 a month

Founders price, limited time. The Board $149 + the Engine $100.

  • Everything in The Board
  • A CRM and email engine underneath, up to 1,000 contacts
  • Automations and templates for your industry, installed for you
  • Up to 7 tools, 5 logins

Pay, connect your tools on one page, and your board starts filling in. Pay yearly and get 4 months free.

Running a bigger team? C-Suite View, one view for your leadership. Request pricing.

Not ready to pay? Start with a free 14-day Funnel Leak Check on your own numbers.

Need a tool or view we don't have? Get a quote.

Questions people ask first.

Do we have to replace our tools?

No. The board is built on top of what you already use. For our first client, nothing was replaced.

Which tools work?

Any tool with an API or an MCP connector. Check your stack and you'll see which ones we connect today.

Who owns what?

Your data is yours, and you can export it any time. The board itself is ours. We host it and keep it running for as long as you subscribe.

Is our data safe?

The board sits behind a login, and only people you approve get one. It reads your data by default and acts only on steps you approved. Access keys are locked before they're stored, and never shown in full again.

How fast can we have one?

Once you pay, you connect your tools on one page and your board starts filling in. The first working version of our first board took hours. Most of the time after that goes into getting the views right with you.

What does the AI do?

Your board comes with the Funnel Repair Analyst. Ask it questions in plain words, like who to reach first or where people drop off, and it answers from your own data. It also sends a weekly summary to your inbox. It reads your data and acts only on steps you approve.

Give your team one place to look.

Start with a free 14-day Funnel Leak Check. Your own board, on your own numbers.

Free worksheet

Plan your board on one page.

The Architect Blueprint is the worksheet we fill in before we build a board. Six decisions, each with an example from a real build.