You ask your numbers questions all day. This is where you ask us.
Getting started
Three steps. Not thirty. Three.
1. Connect your CRM
Open Settings → Connections and connect Keap or HighLevel, whichever runs your business. You sign in there, it asks if you trust us, you say yes, done. We read contacts, revenue, and attribution. We do not send email blasts on your behalf, because nobody wants that.
Then one question, once: attribution needs 10 custom fields in your CRM, and we do not create them until you say so. Say yes and they appear in seconds. Say keep it read only and the connection still syncs contacts and revenue and fills your dashboards; we simply never write to a contact, and the offer waits in Settings for whenever you want it. Read what those fields are if you want the detail first.
2. Install the snippet
One script tag, from Settings → Tracking, pasted into your site. It captures which ad someone clicked before they filled out your form, and quietly writes it onto the contact in your CRM. If your web person says this will take a week, show them it is one line and watch them do it in four minutes.
3. Connect your ad accounts
Google Ads and Meta, same Connections tab. We pull spend by campaign, match it to real revenue, and hand you the number everyone actually wants: what a dollar in became as dollars out.
After that, your dashboard fills nightly, all by itself. You did the hard part; the robots take it from here.
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