Features / Data Boards
Your data, right next to your relationships.
Track your pipeline, your meetings and the records your industry runs on, alongside the people they belong to. Then use any of it to decide who hears from you, and when.
Every record sits on the contact it belongs to.
Put the data you already have to work.
Renewal dates, open deals, upcoming meetings, last year's donors. The information that should drive your outreach usually sits in a system nobody opens until something goes wrong. Data Boards put it next to the relationship, where it can actually start a conversation.
From data to conversation in four steps.
Bring your data in
Build boards with stages that match how you sell, and import your pipeline from a spreadsheet.
See it on every contact
Each deal sits on the contact's profile with its value, close date and owner.
Find who needs to hear from you
Filter by stage, owner or date to see what needs attention.
Let it start the follow-up
New opportunities can be assigned automatically and start an automation, and leads from your Meta ads arrive with every answer they gave.
Bring your data in
Policies, premiums, carriers and renewal dates flow in from your agency management system.
See it on every contact
Every client's policies sit on their profile, next to everything else you know about them.
Find who needs to hear from you
Filter by renewal month, line of business or carrier to build a list worth emailing.
Let it start the follow-up
Renewal sequences start on their own, send from the right person on your team, and stop if a policy cancels.
Bring your data in
Import your prospect pipeline from a spreadsheet, or let new leads create opportunities automatically.
See it on every contact
Each prospect's stage, value and next step sit on their profile, next to the relationship.
Find who needs to hear from you
Filter by stage or owner to see who's waiting on a proposal or a follow-up meeting.
Let it start the follow-up
Each new opportunity can start its own follow-up, routed by stage.
Bring your data in
Matters sync from Clio, MyCase or PracticePanther, or come in from a spreadsheet.
See it on every contact
Each client's matters, stages and status sit on their profile.
Find who needs to hear from you
Find clients by matter stage or status, like everyone whose case just closed.
Let it start the follow-up
A new matter, a stage change or a status change can start an automation.
Bring your data in
Track buyers and sellers on boards built around your own stages.
See it on every contact
Every deal sits on the client's profile, alongside their key dates and history.
Find who needs to hear from you
Filter by stage to see who's actively looking, who's under contract and who just closed.
Let it start the follow-up
Adding a new buyer or seller can start the follow-up that fits, routed by stage.
Bring your data in
Donations come in from imports and your Levitate donation forms.
See it on every contact
Every donor's giving history sits on their profile, with totals rolled up by household.
Find who needs to hear from you
Filter for donors who gave last year but not this year, or by campaign and amount.
Let it start the follow-up
A first gift or a new donation starts your thank-you on its own, and year-end tax letters are a click away.
Bring your data in
Jobs sync in with their status, type, technician and scheduled date.
See it on every contact
Each customer's job history sits on their profile, and tags them automatically by last job, revenue and job count.
Find who needs to hear from you
Use those tags and filters to find exactly who's due for their next service.
Let it start the follow-up
Put that history to work in campaigns and automations, so reminders and review requests reflect the work you actually did.
Every meeting in one view.
The Meetings Board shows what's on the calendar in a table or calendar view. Filter by meeting type, reschedule or cancel right from the board, and email, text or tag attendees in bulk.
Know where everything stands.
Advanced Reporting shows summary metrics for your boards, lets you click into any number to see what's behind it, and keeps a log of every stage move and edit. Save a filtered view and share it with your team or leadership in a link.
Data Boards pair well with:
Put your data to work.
Book a demo and see your business data turn into conversations.“The cost of the product saves us money in the long-term. It lets me focus on client matters: Billing, origination and bringing in new business, rather than routine marketing tasks.”
Jeremy Piccini, Partner, Bertone | Piccini Attorneys at Law
Data Boards FAQs
Which boards can I use?
Opportunity and Meetings boards work for any business. Policy, Matter, Donation and Service Job boards are built for their industries. Your Success Specialist turns on the ones you need.
Do I have to enter everything by hand?
No. Data can come in from the systems you already use, or from a spreadsheet import.
Can I export board data?
Yes. Export a whole board or just the rows you select to a spreadsheet.
Can my data trigger automations?
Yes. New opportunities, policies, matters and donations can each start one.
Can I see how my pipeline is doing?
Yes. Advanced Reporting shows summary metrics, a drill-down into each number and an activity log, and you can share a saved view with your team.