Qimsi connects Harvest, Salesforce, Jira, and 7 more tools to give you client profitability, team utilization, pipeline forecasts, and ICP analysis — replacing the Salesforce reports you hate and the spreadsheets you maintain by hand.
14-day free trial. No credit card required.
Connects to the tools your agency already runs on
10+
Systems Connected
$69M+
Revenue Tracked
5,000+
Clients Analyzed
15 yrs
Historical Data
Salesforce reports are terrible. Harvest exports are manual. Jira dashboards don't show profitability. You end up maintaining spreadsheets that are stale by the time you open them.
Salesforce Reports
Revenue, margin, pipeline, and billing rates per client — live from Harvest and Salesforce. Click any client for full drill-down.
Manual Spreadsheets
Automatic buyer title analysis, revenue by vertical, by sales rep, by company size — from your actual Salesforce contacts.
Guessing at Margins
Per-person cost rates, billable rates, and utilization from Harvest. No more $85/hr defaults — real numbers your CFO trusts.
Every report your agency needs — built from the data you already have.
Revenue, margin, billing rate, pipeline, and project breakdown per client. Click to drill down.
Visual funnel of every deal by stage. See stale deals, weighted forecast, and quarterly breakdown.
Salesforce pipeline weighted by probability, grouped by client. 90-day forward projection.
Hours, projects, and issues per deliverable team. Flags overloaded and underutilized teams.
Median, P90, and outlier turnaround times by client and team. Find bottlenecks.
Revenue by buyer title, persona, company size, vertical, and acquisition channel.
One-click project closeout with hours, billing, team breakdown, and profitability. Print to PDF.
Pick any dimension and metric. Group by client, team, quarter, stage, or project type.
Win rate, lost reasons, deal sizes. Cross-referenced with actual delivery hours.
Revenue by year (2012–2026), by vertical, by sales rep. Real cost rates per person.
Natural language queries: 'which clients are losing money?' — answered from live data.
Morning email covering client profitability, staffing gaps, over-budget projects, and turnaround.
If your team uses Jira + Harvest + Salesforce, Qimsi turns those tools into a business intelligence platform overnight.
See which clients are profitable, which are underwater, and where your team's time is going — without opening Salesforce.
Real cost rates from Harvest, revenue from QuickBooks, margins computed automatically. No more spreadsheet maintenance.
ICP analysis shows which buyer titles and industries generate the highest LTV. Pipeline funnel replaces SF reports.
“We were running Salesforce reports, Harvest exports, and three different spreadsheets to answer one question: which clients are making us money? Qimsi replaced all of it in a day. Now I open one dashboard and see everything — real revenue from Harvest, margins from actual cost rates, and an ICP analysis that tells me exactly who to target next.”
Rick Enrico
CEO, SlideGenius
Start seeing your real numbers for $999/month. Pays for itself when you catch the first underwater client.
Starter
$999/mo
Up to 15 users
Growth
$2,499/mo
Up to 50 users
Scale
$4,999/mo
Up to 150 users
Enterprise
Custom
Unlimited users
Your Harvest, Salesforce, and Jira data already has the answers.
Qimsi just connects the dots.