Qimsi connects Harvest, Salesforce, Jira and 7 more tools to show client profitability, team utilization and pipeline. Then it drafts the outreach to clients going quiet, for a person to approve.
Qimsi is in private beta. Invited workspaces start free, with no credit card.
Connects to the tools your agency already runs on
10
Systems Connected
5,000+
Clients Analyzed
15 yrs
Historical Data
Figures from SlideGenius, the first agency running on Qimsi.
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.
Built from the systems you already use: your CRM, your books, your time tracking and your sales tools.
What each client is worth, what it costs to serve, and where money leaks.
Every client by year: revenue, projects, retained, new and lost, against the same period last year.
Each year's new clients followed through every year since: who keeps ordering and what they bring.
Is the typical project getting smaller? The median by year and the clients whose projects shrank or grew.
Closed-won by industry, year by year: which markets are growing and which are fading.
What each client pays per hour of work and the margin left after labor cost.
Work done at your rates against what was invoiced, per client: find the work that never got billed.
Month by month: billable hours, people, revenue from the books, and revenue per hour.
Freeze a report at month end, finalize it, and re-open it with a reason when it has to change.
Every subscription and recurring charge across your books and your own cards: cost per year, next charge, and where you pay twice.
Learn moreWhat is coming in, what is prepaid, and who is selling it.
Open deals by stage and close month, weighted, with stale deals flagged.
Prepaid hour pools: what is left, what is expiring, which clients will run out first, and who is due to renew by their own buying rhythm.
Closed-won, pools sold, projects and new clients per owner, year by year.
Real win rates — not padded by prepaid draws — by year and owner, and why deals are lost.
Who to call, and why.
Big clients spending less than others their size: the accounts with the most room to grow.
Every contact at a current client, how recently they engaged, and who has left — before a relationship goes cold.
What to offer each client next, from the kinds of work in their recent final decks.
Weekly plans for key accounts: who to contact next, and why.
Who is being contacted, and whether it worked.
Recent lost deals at accounts that never bought, and former clients who drifted away, with one active contact to reach at each.
Regular clients silent for longer than their own usual gap between orders.
Outreach activity per rep, from your sales-engagement tool.
Which clients are being contacted, and which are not.
Replies, meetings and revenue that followed outreach, per rep.
What the person running outbound should fix this week.
Every account the weekly Gone Quiet and Old Leads lists flagged, followed up: did someone reach out, did they reply, did they buy again.
AI-drafted outreach, reviewed and approved by a person before anything is sent.
What reviewers did with the drafts, by play and owner, and what happened to approved ones: replies and orders.
Emails sent and calls logged per rep this month and last, to leads and to contacts, from Salesforce.
Where your team's time goes.
Who is on the team and what they can see.
Billable hours by month, person, client and project, against the month before.
Each person's hours month by month, clients, projects and hours per project, against their own average.
Questions in plain English.
"Which clients are going quiet?" "What renews this month?" Answered from the same numbers as the reports.
Qimsi knows each client's buying rhythm, spots the ones going quiet, and drafts the note. A person approves it first.
It reads your CRM, time tracking and books together.
It picks who to contact and writes the first draft from real account facts.
Nothing goes out until a person approves it.
Qimsi drafts. A person approves. Every approval is logged. Qimsi never sends email itself; your rep does.
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 from $299/month. Pays for itself when you catch the first underwater client.
Starter
$299/month
Up to 5 users
Team
$799/month
Up to 25 users
Business
$1,999/month
Up to 100 users
Enterprise
Custom
More than 100 users
Your Harvest, Salesforce, and Jira data already has the answers.
Qimsi just connects the dots.