The platform

What's inside Merlin.

Every module in the platform, plus the mobile app, switched on to match the services we run for you. Anything outside your engagement stays locked rather than hidden, so it is always clear what else exists.

  • Reporting

    Live dashboards across every connected advertising and analytics platform.

    • 37 widget types — spend, clicks, conversions, ROAS and more
    • GA4, Google Ads, Search Console and Meta Ads side by side
    • Campaign, keyword, channel, device and page breakdowns
    • Multiple saved dashboards with drag-and-drop layout
  • CRM

    Customer records in the same place as the marketing that produced them.

    • Contacts, companies, leads and tasks
    • Custom fields on every record type
    • Activity timeline for notes, calls and emails
  • Lead capture

    Enquiries from anywhere on the web, filed straight into the CRM.

    • Ready-made connectors for WordPress, Wix and Squarespace
    • Signed JSON endpoint for anything custom
    • Every request HMAC-signed, replay-protected and audited
  • Booking

    A calendar clients and their customers can both rely on.

    • Day and week calendar views
    • Services and availability windows
    • History with upcoming, attended, no-show and cancelled states
  • Reputation

    Google reviews, read and answered without leaving Merlin.

    • Connect the Google account that manages the Business Profile
    • Monitor reviews across the locations you manage
    • Respond in place
  • Strategy

    The plan behind the numbers, and how far along it is.

    • Growth goals and the work running against them
    • Phased delivery with progress
    • AI-generated recommendations
  • Merlin AI

    An assistant that already knows the account it is looking at.

    • 360° view of a contact or company on request
    • Summarise recent activity and open items
    • Available from anywhere in the platform
  • Quarterly reports

    The formal read on each period, kept in one place.

    • Formatted performance summary per reporting period
    • Archive of earlier reports
  • Billing

    The commercial record, self-serve.

    • Subscriptions and statements
    • Invoices and balances
    • Payment methods
  • The mobile app

    A native app for iOS and Android on the same account, the same login and the same live data as the web platform — not a wrapped web page. It carries the dashboard, reporting, strategy, leads, contacts and companies, tasks, bookings, billing, your notifications inbox and Merlin AI, and it follows the same light and dark themes.

Up close

The screens you’ll live in.

  • Dashboards you arrange yourself

    Add a widget, drag it where it belongs, resize it, pick which connected platforms feed it, then save the layout. Every account can keep more than one dashboard and set a default.

    The Merlin reporting dashboard in edit mode, with cost, network, conversions, click-through rate, campaigns by cost, users by device and interaction rate widgets laid out on a grid.
  • The strategy, in the open

    The growth work we are running, phase by phase, with the recommendations behind it and the impact each one is expected to have.

    A Growth Strategy panel listing recommended moves tagged high, medium and low impact, above a three-phase progress bar for SEO, paid and scale.
  • Leads and tasks that don't get lost

    Contacts, companies, leads and tasks in one view, fed by the lead-capture connectors on your website and ad platforms.

    The Merlin CRM task list showing follow-ups and proposals with due dates and open or today status badges.
  • Availability, set once

    Opening windows per day, the services that can be booked into them, and the calendar that results.

    Merlin booking availability settings showing opening and closing times for Monday to Friday.

See where the data comes from.

Every dashboard is powered by connections your business authorises and controls.