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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Leftagraph is an online application designed to visualize a company's financial data sourced from its SEC submissions. Users can easily search for any publicly traded US company by entering its name or stock ticker to create a comprehensive chart that includes key metrics from the income statement, balance sheet, and cash flow statement, such as revenue, net income, free cash flow, total debt, and net cash positions. The free version of the app requires no registration and provides access to annual data for the past decade, while the paid Pro plan offers enhanced features, including quarterly data, a complete historical overview, important financial ratios, valuation metrics, the option to export data in CSV format, and a stock screening tool. Furthermore, the platform is free from advertisements and does not utilize any third-party tracking tools, ensuring a straightforward user experience. It specifically focuses on companies that adhere to US-GAAP standards in their financial reporting to the SEC. Overall, Leftagraph provides an invaluable resource for investors and analysts seeking to make informed decisions based on reliable financial data.

Description

To achieve $1M in revenue with a closing ratio of 40%, the sales team must generate a pipeline of opportunities valued at $2.5M based on this calculation. UPilot simplifies this process by automatically tracking the closing ratios for both the entire team and individual sales members. Utilizing a CRM effectively allows teams to foresee revenue streams, make proactive investments, confidently expand their workforce, and ensure consistent growth. However, if users lack control over their sharing preferences, managers may struggle to accurately assess closing ratios and forecasts, ultimately hindering predictable growth. Implementing a CRM that offers top-down role-based access is crucial to avoid stagnation and excessive costs as growth strategies are developed. Unfortunately, many CRM systems either lack this essential feature or reserve it for their most expensive Enterprise tiers. Consequently, once a strategy for growth is established, organizations often face the dilemma of either transitioning to entirely new, complex systems or paying a premium for higher-tier plans in order to access necessary features. The importance of selecting the right CRM cannot be overstated, as it plays a pivotal role in shaping a company's future success.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Asana No 
Basecamp No 
Brevo No 
Drip No 
Gmail No 
Google Calendar No 
Google Docs No 
Google Drive No 
HubSpot CRM No 
HubSpot Customer Platform No 
Jira No 
LinkedIn No 
Mailchimp No 
Microsoft 365 No 
Process Street No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Slack No 
Trello No 
Zapier No 

Integrations

Asana Yes 
Basecamp Yes 
Brevo Yes 
Drip Yes 
Gmail Yes 
Google Calendar Yes 
Google Docs Yes 
Google Drive Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Jira Yes 
LinkedIn Yes 
Mailchimp Yes 
Microsoft 365 Yes 
Process Street Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Slack Yes 
Trello Yes 
Zapier Yes 

Pricing Details

$9.99/month/user
Free Trial No 
Free Version Yes 

Pricing Details

$29 per user per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Keraunos Enterprises LLC

Founded

2026

Country

United States

Website

leftagraph.com

Vendor Details

Company Name

UPilot

Founded

2016

Country

United States

Website

upilot.com

Product Features

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

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