| Prospect dashboard | New prospects, pipeline stages, open tasks and intake trends | Workspace and team breakdowns | Consolidated reporting across business units or clients |
|---|
| Advertising performance | Spend, leads and cost per lead for connected accounts | Campaign and channel comparisons, including clicks, conversions and CPL where supplied | Cross-account reporting and custom breakdowns by branch, brand or client |
|---|
| CRM pipeline | Prospect list, record detail and mapped stages | Funnel drop-off, lead ageing, qualification rate and cost per qualified lead where source data supports it | Custom stage and qualification rules across agreed workspaces |
|---|
| Campaign to pipeline attribution | Basic lead source breakdown where available | Campaign to CRM matching and visibility into unmatched leads | Custom matching rules and reconciliation across sources |
|---|
| Property portal reporting | Enquiries from a connected portal where available | Compare enquiries and listing performance by portal, listing or area | Multi-portal and multi-branch reporting with agreed listing matching |
|---|
| Listing and inventory reporting | Not included | Listing status, ageing, pricing and enquiry volume where supplied | Portfolio views, listing quality checks and custom area breakdowns |
|---|
| Web analytics and spreadsheets | Spreadsheet as an eligible connection | Web traffic, key events or offline imports from supported sources | Multiple properties and feeds with custom mappings by quote |
|---|
| Agent and team performance | One team's prospect and task overview | Assigned leads, follow-up activity, overdue records and team comparisons where available | Manager, branch and division reporting with agreed targets |
|---|
| Prospect workflows | Browse and filter prospects | Team queues, assignments, notes and follow-up outcomes | Custom queues, routing and approval workflows by quote |
|---|
| Connection health | Last successful sync and reconnect status | Per-account sync history and stale-data indicators | Cross-workspace monitoring and agreed escalation rules |
|---|
| Access controls | Admin and team member roles | Role, team and workspace permissions | Access scoped by division, brand or client |
|---|
| Exports and sharing | Not included | Masked CSV exports from supported reports | Restricted sharing and custom report packs. Unmasked exports require an explicit grant where supported. |
|---|
| Branding | AnchorIQ branding | AnchorIQ branding | Custom logo, colours and sign-in branding by quote |
|---|
| History and custom integrations | Historical import by quote | Historical import and custom integrations by quote | Migration, custom APIs and data mapping scoped during onboarding |
|---|
| Training and support | Guided setup, one walkthrough and email support | Sales and marketing workshop and priority email support | Rollout, training, support hours and response targets agreed upfront |
|---|
