Business Analytics workflow

Business Analytics without bolting extra tools together.

Use StartBuddi to manage business analytics in one place, with a cleaner handoff into the rest of your operating workflow.

Shared data
across the workspace
Less admin
between steps
Clear ownership
for the team
app.startbuddi.com/business-analytics Live
Sarah Reyes — VP Ops · Northwind Score 87 · Hot · Last booking 2 days ago
Active
Kofi Mensah — Consultant 5 sessions · ₦180k invoiced · Active
Done
Amara Osei — Founder 41 days quiet — Chip flagged for re-engagement
Active
Chip drafted 3 follow-ups Ready for your review — workspace context applied
How it works

Business Analytics inside your workspace

01

Set the structure

Define the core inputs, owners, and statuses once.

02

Run it in context

Use the same workspace data instead of passing information across tools.

03

Keep the next step visible

Make it obvious what needs to happen next and who should do it.

ACTIVITY TIMELINE

See the whole client story, always

Every booking, invoice, message, doc, and form submission attaches to the right contact automatically. The timeline is the truth — no more digging through inboxes.

Auto-attached emails via your sending domain
Bookings, invoices, and projects in a single view
Per-contact lifecycle and activity history
Activity-based segments update in real time
Try it free
Sarah Reyes — VP Ops · Northwind Score 87 · Hot · Last booking 2 days ago
Active
Kofi Mensah — Consultant 5 sessions · ₦180k invoiced · Active
Done
Amara Osei — Founder 41 days quiet — Chip flagged for re-engagement
Active
Chip is reading your workspace Context-aware suggestions, no manual prompting

Built for service-led teams

AGENCY

Run client books at scale

Lifecycle scoring shows who is stalling, who is hot, and who is ready to renew.

CONSULTANT

Stay relationship-led

The timeline keeps every conversation, brief, and decision on the contact record.

COACH

Light-touch CRM that fits

Forms feed contacts. Bookings feed deals. No manual entry to keep up with.

SOLO

Replace your spreadsheet today

Custom fields and saved views give you a personal CRM without the overhead.

Workspace connections

How Business Analytics fits in

Every module shares the same data. Context flows automatically — no manual wiring, no copy-paste between apps.

FEEDS INTO BUSINESS ANALYTICS
Forms Submissions become contacts with full attribution
Bookings Booked clients appear with service tag
Marketing Engagement signals feed lifecycle scoring
Business Analytics
BUSINESS ANALYTICS POWERS
Projects Won deals spin up project workspaces
Money manager Invoice schedules pulled from deal value
Chip AI Drafts follow-ups using full contact context
Honest details

Plan & dependencies

What you should know up front. We over-explain rather than overclaim.

FREE
Up to 1,000 contacts

Full CRM — pipelines, segments, scoring — available on the free plan.

PRO
Lifecycle automations

Triggered emails, score-based stage moves, and lifecycle runs require Pro.

TEAM
Compliance log access

Audit logs and consent history are available to Team plan admins.

EVOLVING
API & two-way sync

Public API is in private beta. Native external CRM sync ships Q3.

The value shows up when this module stops acting like an isolated tool and starts moving the whole workspace forward.
ST
startbuddi team Business Analytics workflow
14-day trial · no card required

Put Business Analytics to work in a connected workspace.

Start on the free plan. Explore the whole product. Grow into the rest of the startbuddi stack whenever you are ready.