Ask questions about your Reltio data
Connect Reltio to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.
Reltio gives you master data management and match scoring, but understanding how data quality affects customer engagement, campaign performance, or revenue requires connecting to your CRM and marketing tools. Filament links Reltio entity records, match groups, and relationships to your business intelligence tools so you can analyze data quality impact without manual exports.
Track Reltio KPIs with Filament Analytics
Connect your Reltio account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.
View documentationKey Reltio metrics you can track in Filament:
Combine Reltio with other data sources
Your business runs on more than one app, and your analytics should too. With Filament, Reltio lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.
Your Reltio data gets even more powerful when combined with other tools:
Reltio + Salesforce
Connect Reltio master entity records with Salesforce accounts and contacts to track how duplicate detection and data quality scores affect sales pipeline, conversion rates, and customer relationship accuracy across systems.
Reltio + HubSpot
Connect Reltio entity match scores with HubSpot contact records to see how master data quality affects email deliverability, campaign engagement, and lead scoring accuracy for your marketing automation.
Reltio + Segment
Connect Reltio relationship data with Segment event tracking to analyze how entity connections and master data attributes influence customer behavior, product usage, and conversion patterns across your kpi dashboard.
Benefits of Filament's Reltio Integration
Ask in plain English
Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.
No setup
Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.
Gets smarter over time
Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.
How it works
Step 1: Connect your Reltio account
Connect your Reltio account to Filament and get instant access to your data. No technical setup required.
Step 2: Ask questions about your Reltio data
Start asking questions like "Which campaigns drive the most qualified leads?"
Step 3: Build Reltio dashboards in minutes
Get tailored insights instantly and share them with your team.
Better business decisions with AI Analytics
How to get more from your data
Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.
With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.
Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:
- Which campaigns and channels actually drive revenue growth?
- How does user engagement translate into pipeline or sales performance?
- Where are we losing efficiency between acquisition, retention, and finance?
By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.
Enterprise-grade security
Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.
Learn more about securityReltio integration FAQ
Everything you need to know about connecting Reltio with Filament and getting the most out of your data.