Force Insights

Your CRM, campaigns and lead cycle in one dashboard

Force Insights connects your CRM, ad platforms and analytics, and brings the whole lead cycle into one place. It follows every lead from the campaign that brought it in, through response, status changes and follow-up, to the deal and revenue it became.

Then it turns that data into insights: where leads and money get lost, which reps and campaigns perform, and what to fix first.

FORCE INSIGHTS · CRM · CAMPAIGNS · LEAD CYCLE · INSIGHTS

Your data is all there, spread across systems. Nobody connects it.

Ad spend lives in the ad platforms, traffic in analytics, and leads, activity and deals in the CRM. Marketing pays for every lead, then hands it over and never finds out what happened to it. Sales managers only see a lead’s history when they open its record. Most of the leaks are invisible until the data sits in one place:

  • Leads that were never answered, or answered two days later.
  • A single email and then silence. No follow-up, no call, no second try.
  • Leads parked in a status for weeks (“Working”, “In contact”) with nothing happening.
  • MQLs that sales never picked up within the agreed time.
  • Campaigns that look good on leads but never turn into pipeline or revenue.

Force Insights connects these sources, analyzes the lead cycle end to end, and turns it into clear answers: who handled what, how fast, what each campaign really brought in, and where the money came from.

How it works

  1. Connect your systems. One admin, or a dedicated integration user, connects your CRM with read-only access. Ad platforms, analytics and Slack can be added one by one, and each can be switched on or off. Force Insights can’t change, delete or send anything in your systems.
  2. Check the field mapping. Every company names its fields and statuses differently. Force Insights suggests the mapping automatically, and you confirm or adjust it: which status means “in contact”, which stages count as won, and so on.
  3. Set up your teams. Group your sales reps into teams and invite managers and reps. Each person sees exactly what they should.
  4. Watch the dashboards and get alerts. Data syncs automatically every day, and you can sync on demand.

Everything from campaign to revenue, in one place

How every lead was handled, rep by rep:

  • response time and leads answered late or not at all;
  • follow-up depth;
  • leads stuck in contact;
  • MQL handling;
  • a sample of real outreach emails per rep.

Open any lead to see its full timeline of status changes, emails, calls and meetings.

Leads, MQLs, SQLs, opportunities, pipeline and closed-won revenue at a glance, with trends and a breakdown by source.

  • Opportunities: open pipeline and opportunity value by stage and by campaign.
  • Closed Won: marketing-sourced revenue by source, campaign and campaign type.
  • Paid Campaigns: revenue and pipeline that came from paid leads.
  • Campaign → Accounts: which accounts you met at events and webinars, and the deals that followed.
  • Paid Campaigns Status: how leads from each paid campaign were handled, including response time, statuses and cost per lead.

Team pages and My Page

Managers see their team’s numbers. Each rep gets a personal page with their open leads, their response SLA and the leads that need their attention.

Every page shows what your CRM data allows. If a field isn’t available, the page tells you which mapping is missing instead of showing wrong numbers.

Alerts before a lead goes cold

Four rules, each with thresholds your admin sets:

  • No response: a new lead with no reply after 48 hours (72 over a weekend).
  • One email only: a single outreach email and nothing else for more than 7 days.
  • Stuck in status: a lead sitting in the same status for more than 21 days.
  • MQL not handled: an MQL that wasn’t picked up within 48 hours.

Alerts arrive by email and in the app, and they reach the people responsible for those leads.

Pricing

Starter
$45 / month
Paid annually: $540 total
(With option for 6mo)

✓ Up to 2 teams
✓ Up to 10 company users
✓ Your CRM connected, read-only
✓ All dashboards, alerts and manual logging
✓ Slack alerts
✓ Paid-campaigns module (ad platforms, GA4)
✓ Priority support & mapping help
✓ AI insights with your own Claude

Growth
Most popular
$72 / month
Paid annually: $780 total
(With option for 6mo)

✓ Up to 5 teams
✓ Up to 30 company users
✓ Your CRM connected, read-only
✓ All dashboards, alerts and manual logging
✓ Slack alerts
✓ Paid-campaigns module (ad platforms, GA4)
✓ Priority support & mapping help
✓ AI insights with your own Claude

Business
$119 / month
Paid annually: $1,140 total
(With option for 6mo)

✓ Unlimited teams
✓ Unlimited company users
✓ Your CRM connected, read-only
✓ All dashboards, alerts and manual logging
✓ Slack alerts
✓ Paid-campaigns module (ad platforms, GA4)
✓ Priority support & mapping help
✓ AI insights with your own Claude

For Demo and other questions Contact Us

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