Built for multi-location agencies

Make your clients say
“this is amazing”

Auto-generate branded reports, deliver them every Monday, and never think about it again. The reporting your CRM should have built.

Start Free→View Pricing

No credit card required. Cancel anytime.

See SAR in action — 5 minute walkthrough

Unlimited
Contacts on every plan
Real-time
Live data, no sync
Free
One location, forever
2 min
Setup time

Stop screenshotting dashboards. Start impressing clients.

Your CRM gives you raw data. SAR turns it into branded reports your clients actually want to read.

X
Without SAR
  • ✕Manually exporting CSVs every week
  • ✕Building reports in Google Sheets
  • ✕No custom field breakdowns
  • ✕Can't compare across locations
  • ✕Clients ask: "So... how's it going?"
✓
With SAR
  • ✓Branded PDF reports auto-emailed every Monday
  • ✓Break down contacts by ANY field — custom or standard
  • ✓Pipeline velocity, team leaderboards, revenue tracking
  • ✓Multi-location dashboard with roll-up insights
  • ✓Clients say: "This is exactly what I needed!"

Everything you need. Nothing you don't.

SAR queries your CRM in real-time. No sync delays, no data limits, no stale numbers.

Branded PDF Reports

Your logo, your colors, your name. Auto-generated and emailed to clients on schedule. Set it up once, never think about it again.

Multi-Location Dashboard

See all your locations at a glance. Combined insights, revenue roll-ups, and a dropdown to drill into any location without leaving the page.

Advanced Filters & Fields

Group by ANY field — custom or standard. Build complex filter logic with AND/OR groups. Find "Facebook leads in Texas with Gold membership who haven't been contacted."

📊Pipeline Analysis
👥Team Leaderboards
💰Revenue & ROI
📧Scheduled Emails
🎨White-Label Branding
📋CSV Export
🔒Role-Based Access
🤖AI Support Chat

Up and running in 2 minutes

01

Connect a location

One-click OAuth. We never store your contacts — we query them live.

02

See your reports

Instant dashboards. Break down by source, tags, custom fields, pipeline, team — anything.

03

Impress your clients

Schedule branded PDF reports to auto-send every week. Your logo, your colors.

Simple pricing. No surprises.

Unlimited contacts on every plan. Save 20% with annual billing.

Free
$0forever

Everything, on one location

  • 1 location
  • Unlimited saved reports
  • Unlimited contacts
  • Contact, Pipeline, Team & Revenue reports
  • Cross-reference filters
  • Calculations between reports
Start Free
Most Popular
Pro
$29/month

For growing agencies

  • 5 locations
  • 5 team members
  • Everything in Free
  • Scheduled PDF reports, emailed automatically
  • White-label branding
  • Email support
Get Started
Agency
$79/month

For serious agencies

  • 25 locations
  • 10 team members
  • Everything in Pro
  • Priority support
Get Started

Frequently asked questions

Do you store my contacts?
No. SAR queries your CRM's API in real-time. We never download, store, or sync your contact data. Your data stays where it is.
How is this different from built-in CRM reporting?
Built-in reporting gives you basic counts and makes you click into each sub-account one at a time. SAR gives you a unified dashboard across all your locations — see combined insights, compare performance, and drill into any location without switching accounts. Plus, break down contacts by ANY field (including custom fields), build advanced filter logic, track pipeline velocity, compare team performance, and auto-send branded PDF reports to your clients.
Is the free plan really free?
Yes, and it has no time limit: one location with unlimited contacts and unlimited saved reports, no credit card. There is no trial to run out — you upgrade when you want more locations, or when you want reports emailing themselves to your clients on a schedule.
Can my team members access reports?
Yes. Invite team members with different roles: Owner, Admin, Editor, or Viewer. Control who can see which locations and who can edit reports.
How do the branded PDF reports work?
Upload your logo, set your brand color, and choose a schedule (daily, weekly, or monthly). SAR auto-generates a branded PDF and emails it to your client list. You set it up once and forget about it.
Can I manage multiple sub-accounts?
Yes. Pro supports 5 locations and Agency supports 15. Each location gets its own reports, and you get a combined multi-location dashboard with roll-up insights.

Ready to look like a reporting genius?

Connect a location and see your first report in under a minute. Free, no card.

Start Free

Free for one location, for good. No credit card required.