InboxPilot
Analytics & Reporting

Analytics and reporting for every email signal.

Turn email tracking, link clicks, campaign performance, document views, CRM activity, and AI recommendations into one reporting workflow your team can act on.

Delivery certificates AI briefings
Activity to action

From activity to actionable reporting

Keep the reporting close to the workflow so teams can improve the next send, not just review the last one.

01

Collect the signals

InboxPilot records opens, clicks, replies, document views, downloads, campaign events, and CRM activity as work happens.

02

Compare performance

Filter by message, campaign, contact, date range, channel, or team surface to understand what is working.

03

Improve the next send

Use trends, certificates, and AI briefings to time follow-ups, refine messaging, and coach repeatable workflows.

Across the platform

Reporting across the InboxPilot platform

Combine campaign, tracking, CRM, document, certificate, and AI insight data without stitching together separate exports.

Engagement dashboard

See opens, clicks, document views, campaign activity, and CRM follow-up signals in one dashboard built for action.

Time-based filtering

Compare email and campaign performance across days, weeks, months, or custom ranges without exporting data first.

Trend analysis

Spot patterns across open rates, click activity, document interest, recipient behavior, and follow-up timing.

Scheduled reports

Use daily, weekly, and monthly reporting workflows to keep teams informed without manual status updates.

Delivery certificates

Download proof-of-send, delivery, and opening records for important tracked emails when the history matters.

AI briefings

Turn performance data into plain-language summaries, relationship insights, and next-step recommendations.

Proof and priorities

Built for teams that need proof and priorities

Sales leaders

Review open, click, document, and reply patterns before coaching pipeline follow-up.

Campaign teams

Compare recipient-level campaign performance and export the results that matter.

Client services

Know which clients reviewed updates, contracts, proposals, and reports before meetings.

Operations teams

Monitor team activity, adoption, and repeatable workflow signals from one reporting layer.

Frequently Asked Questions

GET STARTED

Make every follow-up measurable

Bring email tracking, campaign analytics, document engagement, CRM context, and AI briefings into one reporting layer.

14-day trial • No credit card required • 2-minute setup