EnaIntelligence
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Part of Ena OS
Analytics

See your whole operation at a glance.

The admin dashboard turns every conversation, referral, booking, and application into a live picture of your organization: how Ena OS is being used, what entrepreneurs are talking about, which coaches and resources are driving outcomes, and how your program funnels convert.

An executive director presenting the live Ena OS dashboard to a colleague in an evening boardroom
Why it matters

Stop guessing what's working.

Most support orgs can't see their own activity without stitching together spreadsheets. The Ena OS dashboard gives leadership a real-time, board-ready view of usage, referrals, topics, and outcomes. No one has to build a report.

From first touch to lasting context.

01
Everything flows in
Conversations, referrals, bookings, applications, and session topics are captured automatically as your team works.
02
Ena OS rolls it up
It aggregates usage, engagement, referral, and funnel metrics across your whole org, updated in real time.
03
You see and report
Read the board-ready view, or hand the numbers to funders and stakeholders.
What it does

Capabilities

Total conversations, active users, average session length, and message volume, week over week.

What Ena OS is connecting clients to: programs, events, partners. Plus appointments booked and coaches in rotation.

Your most-referred programs and partners, and which coaches are driving the most bookings.

The themes entrepreneurs raise most: pricing, customer segmentation, certification. Extracted from session summaries.

Referral → application → acceptance, with acceptance rates and top programs by volume.

See how many conversations have been summarized into memory, with one-click backfill to keep it current.

Real-time numbers you can hand to a board or funder. No spreadsheet assembly.

CRM sync

Your CRM stays the system you report from.

Ena OS doesn't ask you to switch systems. Meeting summaries, partner intros, and client activity flow into the CRM you already use, so it stays current without anyone retyping notes.

Live sync: Salesforce & HubSpot
A direct connection to your CRM: contact records are created and updated as Ena OS works, and activity is logged as it happens. When you first connect, a one-click backfill pushes in your historical data.
HubSpot connects in a few clicks. For Salesforce, we work with your IT team to set up the connection.
Email logging: Neoserra & SourceLink
Ena OS sends meeting summaries, partner intros, and client activity straight into the client record through your CRM's email-logging address. It's set up in minutes.
Live Neoserra sync is coming soon.

No CRM yet? Ena OS can serve as your system of record. Every client, conversation, booking, referral, and note in one place, with one-click exports. And for SBDCs: AI-conversation digests are opt-in and carry zero contact minutes, so Ena OS never inflates your SBA-reported counseling hours.

The Ena OS dashboard gives leadership the data team they never had: a live read on what's working, where to invest, and what to tell your funders.

Stop assembling the board report by hand.

A 30-minute walkthrough with the founder, not a sales team. We’ll show you the live dashboard and how Ena OS feeds your CRM: Salesforce, HubSpot, Neoserra, SourceLink. Your reporting stays current without anyone retyping it.

Get started

Want to learn more? Ready to get started?

Typical response within one business day · From the founding team, not a sales rep