AI Business Intelligence
Webooto BI Studio is grounded in the exact same data your CRM, invoices, and tickets already live in - no separate warehouse, no nightly sync, no stale numbers. Build dashboards by dragging fields, set goals with progress gauges, and ask plain-English questions to a copilot that runs real queries instead of guessing.
Early access · We reply within 1 business day · EU hosted · GDPR ready
app.webooto.com/app/analytics

No BI consultant, no separate license, no data export. Build it visually, or just ask.
A BI copilot that runs real aggregate queries against your live data before answering - never a guess. Ask "are we on pace for our Q4 target" and get a number backed by an actual query, with the records that drove it cited alongside the answer.
Bar, line, pie, KPI cards, matrix tables and more - build a dashboard by dragging fields onto axes, same as any BI tool, except every field is already your real CRM, invoice, or ticket data.
Define a target on any metric - revenue, tickets closed, deals won - assign it to a person, a team, or the whole company, and track actual-vs-target with at-risk/on-track/achieved thresholds, right on the dashboard.
Ask why a metric moved and the assistant drills into the actual records behind it - the specific invoices, clients, or deals that explain a spike or a dip - not a restatement of the chart you're already looking at.
No warehouse, no nightly ETL, no export. Every chart and every answer queries your live entity data directly, scoped to your tenant and permissions - the same records your team is working in right now.
Role-based access on every report, plus public share links with password/expiry for board decks and investor updates - without giving anyone a seat in your workspace.
BETTER TOGETHER
Webooto isn't a collection of disconnected tools. Every product shares a single customer data model, eliminating sync lag, Zapier fees, and lost context.
Every form submission, lead capture, and payment syncs instantly to a contact record.
Trigger multi-step automations the instant deals move, forms submit, or tickets open.
Custom client portals, employee directories, and internal tools with no code.
Your data already lives here. Tell us about your team. We set up your workspace and walk you through it.