Reportei review
A real-time reporting workspace for teams connecting marketing, CRM, and revenue data.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Reportei is a web-based marketing analytics platform for companies, agencies, traffic managers, e-commerce teams, franchises, and freelancers. It brings together data from more than 40 marketing, advertising, analytics, CRM, and commerce platforms. Core capabilities include customizable reports, real-time dashboards, period comparisons, goals and KPI monitoring, and a multi-project Overview dashboard. The product is suited to teams that need marketing performance connected with sales pipeline, revenue, and customer relationship data rather than isolated channel metrics.
Its strongest fit is cross-channel reporting with CRM and commerce context. Integrations include Google Ads, Meta Ads, Instagram, Facebook, Google Analytics 4, LinkedIn Ads, HubSpot, Pipedrive, RD Station CRM, RD Station Marketing, Shopify, Nuvemshop, WooCommerce, TikTok Ads, and YouTube. Users can track marketing spend, campaigns, ROAS, conversions, pipeline activity, and revenue, then configure custom metrics and charts. AI-assisted analysis and insights add another layer to the reporting workflow, while scheduled delivery through email and WhatsApp supports recurring stakeholder updates.
The plan structure is straightforward: Starter includes up to five projects, five dashboards, and three additional users; Pro includes up to five projects, 10 dashboards, and eight additional users; Premium includes up to five projects, 20 dashboards, and 20 additional users. A three-day free trial is available, and optional Reportei AI and Flux add-ons are excluded from listed plan pricing. Reportei should suit teams that value real-time, CRM-linked dashboards and automated distribution. Teams seeking a free plan, a broader set of project allowances, or a non-web platform should consider alternatives.
Reportei pros and cons
- Where it wins
- Real-time dashboards combine marketing, CRM, sales, and revenue data.
- Custom metrics, charts, and dashboards support tailored reporting.
- Automated delivery works through email and WhatsApp.
- Where it doesn't
- No free plan is available.
- The web-based product has no listed desktop or mobile platform.
- Paid plans limit projects to up to five each.
Reportei fact sheet, pricing and score →
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