Our Dashboards
Our dashboard experience makes it easy to understand how contacts are interacting with your emails, explore your organisation's network, see how relationships are changing and view insights to strengthen your network.
Advanced email interactions
Our advanced email interactions make it easy to see who is reading, clicking, forwarding and revisiting the emails you send every day.
Automatic network curation
We automatically capture every contact and company known to your organisation, and make it easy to navigate your way through your network.
Visualise how your relationships are changing over time with our Relationship Scores and other advanced metrics.
Relationship explorer
Bring your network to life and interactively understand who-knows-whom across your relationships.
Rich filtering makes it possible to find relationships which are at risk, or to understand where teams may be under-servicing a client.
Contact detail extraction
Our custom NLP automatically identifies key contact details from a recipient's email signature, and populates this data into the dashboards.
Have up-to-date access to names, email addresses, phone numbers, role titles and locations for all of the contacts in your network.
Topic analysis
Our extensive NLP suite enables us to identify topics and trends within your written communications. From company names, stock tickers and commodities to legal bills, insurance lines and more, we help you understand what is resonating with your clients.
Relata Report
See which contacts need your attention, where there might be opportunity, where you're wasting effort and more with our actionable insights.
Automatically syncs all emails and meetings using data from MS Graph.
Automatically identifies your entire organisation's network, making it easy to navigate.
Automatically identifies phone numbers, role titles and more from email signatures and keeps the dashboards up-to-date.
Analyses relationship trends, with custom AI-driven models for Topic identification, Sentiment analysis and more.
Provides a first-class UX to visualise changes in your relationships over time.
Gives individuals actionable insights to improve the health of their networks.
Provides 12-months of historical data on Day 1 by default.