See what's really costing you. And what's paying off
Introducing Smart Insights, your new favorite decision-making tool. No more guessing. No more surprises.
What you get...
✔️Immediate insights. Everything you crunch and visualize in Excel, without exporting a thing.
✔️Done-for-you dashboards. Lock onto profit-boosting KPIs on day 1, using filters and visuals for instant "ah-has."
✔️Unlimited reporting. Drag and drop data from Sales, Ops, and Accounting into custom reports. If you need it, you can built it!
✔️Real-time alerts. Get notified the moment margins drop or a job starts going off track. No delays. Just answers.
Because—when it comes to your business, you can't afford to be in the dark.
Book your walkthrough and take control of your numbers 👉.
See how it works—live
🗓️ When: up to you
💻 Where: virtual
⏰ How long: 45 min
"With Smart Insights, we're able to build reports that truly streamline our insights.
We created dashboards for daily opportunities, lead types, and a sales funnel that lets us see exactly where leads are converting—or dropping off—from initial inquiry to booking.
The result is a reporting system that lives right inside our CRM, is easy to run, and gives us visibility into our business in a whole new way."
- Allison Endicott, CEO, Wirks Moving & Storage 🇺🇸
FAQs
I don’t track anything today. Will this help?
Yes. Smart Insights is built for owners who aren’t tracking anything and want to be more data-driven. It gives you simple reports out of the box—no setup, no spreadsheets.
Do I have to build my own reports?
You get the most common reports on day one—already built. Just log in and see your numbers. Want to dig deeper? Building custom reports is as easy as drag-and-drop.
How is Smart Insights different from PowerBI?
Smart Insights gives you real-time access to your own SmartMoving data—without having to hire a data team or pay for tools like PowerBI. No extra fees. No exporting. Just answers.
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