Create custom dashboards and reports with an AI assistant. Describe the metrics you want to track in plain language, and the AI builds interactive charts, tables, and metric cards from your CRM data.
Traditional CRMs lock you into pre-built reports. Building custom dashboards requires SQL knowledge or expensive BI tools. Teams end up exporting data to spreadsheets just to get the views they need.
Kantos lets you create unlimited custom dashboards populated with reports — bar charts, line graphs, pie charts, funnels, metric cards, and data tables. An AI chat assistant generates report configurations from natural language descriptions, and server-side aggregation keeps everything fast even with thousands of records.
Everything Dynamic Reporting & Dashboards offers out of the box.
Describe the report you want in plain English — "show connection rate over time" or "meetings by campaign as a bar chart" — and the AI creates the report configuration instantly.
Create unlimited dashboard tabs alongside the built-in analytics. Each dashboard has a configurable grid layout with full-width, half-width, or third-width report cards.
Reports aggregate data server-side in batches, so dashboards load quickly even with thousands of records. No client-side data fetching bottlenecks.
Report on formula fields like conversion rates, averages, and calculated metrics. The reporting engine resolves computed fields before aggregating.
Chart one object by a field of the record it links to: orders or payments totalled by the customer's lead source or campaign, so you see which channel brings in the money, not just the leads.
Bar, line, area, pie, funnel, gauge, metric card, and data table — all rendered with interactive Recharts visualizations including tooltips and legends.
Use Cases
Track LinkedIn outreach, email campaigns, or ad performance with custom metric cards and trend charts built from your CRM data.
Visualize pipeline stages, conversion rates, and deal values with funnel charts and time-series graphs updated in real time.
Explore More
AI is woven into every layer of Kantos — from MCP access so agents can manage your CRM via chat, to autonomous live chat, smart form classification, AI onboarding, knowledge base RAG, and intelligent data import.
One script picks up the forms on your website, whether it runs on WordPress, Wix, Squarespace, Webflow, Shopify or plain HTML. You approve each new form once; after that, its submissions become records on their own.
Ready to make the switch?
Kantos is new, and we're building it with our first customers. Start a 14-day trial of Professional and talk directly to the founding team.