Business Intelligence AI+

Business intelligence,built into your CRM.

Real-time dashboards, self-service reports, and an AI analyst that answers in plain language — all on the same platform as your sales, service, and marketing data. No warehouse to build. No export to wait on.

Most teams have dashboards. Few of them have answers.

Three reasons dashboards stop short of an answer.

Building the report is the hard part.

Every new question means another table to build, another export to reconcile — slow, manual work, and the result still doesn't quite answer what you asked.

Dashboards show what happened, not why.

The metric moved, but the reason is buried three drill-downs deep. Seeing the what is easy; understanding the why is not.

Every real answer waits on a person.

To get past the surface, someone has to sit down and dig — so insight is gated behind the analytics queue, and the people closest to the business can't answer their own questions.

Dashboards are table stakes. The value is in the answer — and how fast anyone in the business can get to it.

From raw CRM data to a decision, without leaving the platform.

Conversational analytics

Ask your data a question. Get the answer, with the evidence attached.

Type it the way you'd say it — “Why did close rates drop last quarter in the Midwest?” — and the AI analyst queries your live CRM data, builds the chart, and hands back a decision-ready answer with the underlying records cited.

Natural-language query
Auto chart generation
Cited evidence

Anomaly & root-cause

The dashboard tells you what moved. This tells you why.

AI watches your key metrics, flags anomalies before you go looking, traces them to the underlying driver, and recommends the next action — so a dip becomes a decision, not a mystery.

Anomaly detection
Root-cause analysis
Decision recommendations

Self-service analysis

Build the report yourself. No SQL, no analyst, no ticket.

Drag-and-drop designer with prebuilt themes and chart templates, exploratory drill-down, and period-over-period and cross-metric calculations. Business users answer their own questions; the analytics team gets its time back.

Drag-and-drop builder
Prebuilt templates
Exploratory drill-down

Embedded analytics

BI in the flow of work — not a separate tab you forget to open.

Prebuilt analytics for marketing, sales, service, and channel, surfaced right on the home page, list views, and record details. Real-time data cockpits for the leadership screen; the same insight in the record a rep is working. One data model, everywhere.

Embedded dashboards
Scenario analytics
Data cockpits

Goal management

Targets and actuals, tracked in real time.

Set goals by team, rep, product, region, or partner; track target-vs-actual live, with period-over-period and year-over-year comparison built in. Everyone sees where they stand without waiting for the end-of-month report.

Target vs. actual
Multi-dimensional rollup
Period-over-period

Permissions & sharing

Share the right numbers with the right people — inside and outside your company.

Field-level permission control means every user, team, and partner sees exactly the data they should — no more, no less. Share dashboards internally with a click, or extend a live, scoped view to distributors and channel partners without exposing anything behind it.

Field-level permissions
Role-based sharing
Partner-facing dashboards

Why teams pick ShareCRM's BI over a bolt-on analytics tool.

Built on the same platform and data your CRM already runs on.

No warehouse, no ETL.

BI runs on the same platform and data model as your CRM. Insight is live, not a nightly export that's stale by morning.

AI-native, not bolted on.

Conversational query and root-cause analysis are part of the platform — powered by the same agent runtime behind the rest of your CRM, not a separate product you integrate.

Governed by the platform, not configured twice.

BI inherits the same PaaS permission model your CRM already runs on — set access once, and it applies to every report and dashboard automatically. One security perimeter, no shadow data.