Reportei alternative

Relator vs Reportei:which report closes with the sale.

Both build the paid media report for your clients. If what matters is how much the campaigns sold, Relator is the Reportei alternative: it divides the revenue of deals won in the CRM by the ad spend, campaign by campaign. If you need social media, e-commerce or more than 50 integrations, Reportei is the better fit today.9

Try it free for 7 daysSee side by side

The 30-second summary

01

Choose Relator if

the report has to show the sale that closed in HubSpot or RD Station CRM, not just the conversion Meta and Google count.

02

Choose Reportei if

the report depends on Instagram, TikTok, LinkedIn, Shopify or Pipedrive, sources Relator doesn't connect yet.9

03

In both

automated Meta Ads, Google Ads and GA4 reports, email delivery and a free trial.178

Real ROAS

Why Meta's ROAS doesn't match the bank account and how to calculate ROAS with the CRM.

Meta Ads and Google Ads count conversions inside their own attribution windows. By default, Meta credits a sale up to 7 days after a click and 1 day after someone views the ad. When the same person clicks on both, both platforms count the same sale. And a conversion is not a sale: a lead that never closed still counts.

Real ROAS uses what actually came in: revenue from deals won in the CRM ÷ media spend. Relator ties each deal to the campaign that brought the lead, through the gclid and the UTM, and runs this math on every plan.4 Reportei's website doesn't show ROAS with CRM sales.5

The formulaReal ROAS = revenue from deals won in the CRM ÷ media spend

0.0×ROAS the platform shows
0.0×Real ROAS, with CRM sales
  1. Meta AdsGoogle AdsImpressions1,240,000
  2. Meta AdsGoogle AdsClicks38,410
    3.1% move on
  3. Google Analytics 4Sessions29,870
    77.8% move on
  4. RD Station CRMHubSpotLeads1,920
    6.4% move on
  5. RD Station CRMHubSpotSales212
    11% move on

Sample numbers, the same as the product demo.

In the example, the platform shows 6.8×. With the 212 sales from the CRM, the real ROAS is 4.1×.

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Relator and Reportei side by side:sources, AI, reports and price.

For Reportei, only what its website publishes, checked on October 16, 2026. Every number links to its source at the end.

7days

Free to try, no card.2 Reportei: 3 days.8

The app in Portuguese, English and Spanish.4

4.1×

ROAS with CRM sales, on every plan.4

7 sources, each with its own platform login.1 Reportei: more than 50.9

Table rows
Comparison between Relator and Reportei, with a source for every cell
RelatorReportei
CRM sales in ROAS
Yes, with HubSpot or RD Station CRM, on every plan4
Integrates HubSpot and Pipedrive. ROAS with CRM sales is not stated on the website5
AI that answers with the data
RelatorAI included: answers in plain language and shows what it checked in each source. 100, 300 or 1,000 messages a month32
Reportei AI reads the data, points out what changed and suggests the next step. It is an optional add-on68
Approval before sending
The report only goes out after “Approve and send”, which you can do from your phone4
Not stated on their website
Report with the agency's brand
From Pro up3
Not stated on their website
Scheduled delivery
On the Pro and Scale plans2
Daily (PRO and Premium), weekly, biweekly or monthly, by email7
Connected sources
7: Meta Ads, Google Ads, GA4, Search Console, RD Station Marketing, RD Station CRM and HubSpot1
More than 50 integrations, including Instagram, TikTok, LinkedIn, Pipedrive and Shopify9
Price
Starter R$59, Pro R$199, and Scale R$499 a month2See plans
Plans on its pricing page8
Free trial
7 days, no card2
3 days8
App language
Portuguese, English and Spanish4
Not stated on their website
Support
Website chat and vendas@relator.digital. Priority on Scale2
Help Center and contact page5
Paid media report for clients

The client's paid media report comes out ready and only after your approval.

On the date you schedule, Relator builds the Meta Ads, Google Ads, GA4 and CRM report with your brand: pages per channel, CRM sales and a month summary written by RelatorAI that you edit. The scheduled delivery waits for your “Approve and send”.4 Reportei's website doesn't state approval before sending.

  • Daily to yearly, with day, time and time zone
  • Public link for 30 days and PDF
  • Up to 20 recipients per delivery

Real ROAS

4.1×
+11%
vs. August

Revenue by day

September 2026
AI for campaign analysis

Ask in plain language. The answer comes from the client's data.

RelatorAI queries the connected sources, shows what it is querying and answers with numbers and a chart. It also builds dashboards and edits the open report, with undo. In Relator, the AI comes with every plan. In Reportei, it is an optional add-on.68

  • Ask, Dashboard and Report modes
  • Attach a KPI, a chart or up to 3 files
  • Read-only: it never pauses a campaign or sends anything on its own

Deals won

212
+13%
vs. August

Campaigns by revenue

Revenue attributed in the CRM
  • Áurea 16 · LaunchR$212.4K
  • Nexo · Gaming seasonR$131.7K
  • Lume · Back to schoolR$88.9K
  • Prisma · BusinessR$53.3K
RelatorAIVértice · September

What do you want to know about this client?

Which campaign sold the most?Compare with AugustBuild a paid media dashboard

When Reporteiis the better choice.

If one of these is your case, Reportei covers it today and Relator doesn't yet. We'd rather you know before you try.

    • Instagram
    • Facebook
    • TikTok
    • YouTube
    • LinkedIn

    Social media in the report

    Organic Instagram, Facebook, TikTok, YouTube and LinkedIn.9

    In Relator: coming
    • Shopify
    • Nuvemshop
    • iFood
    • Hotmart

    E-commerce and digital products

    Reportei lists Shopify, Nuvemshop, iFood and Hotmart.9

    In Relator: not connected
    • Pipedrive

    Pipedrive CRM

    Relator connects HubSpot and RD Station CRM.1

    In Relator: not connected
    • Google Sheets

    Metrics in Google Sheets

    Take the report numbers into a spreadsheet.

    In Relator: coming

How to switch from Reportei to Relatorin one afternoon.

You don't need to export anything from Reportei. Relator pulls the data straight from each platform, with its own login, and brings the history.

  1. Connect this client's data

    Connect the platforms now and assign the right account to this client — or do it later.

    Coming soonFacebookFacebook
    Coming soonInstagramInstagram
    Coming soonTikTokTikTok
    Coming soonLinkedInLinkedIn
    Coming soonYouTubeYouTube
    Coming soonXX
    Coming soonSalesforceSalesforce
    Coming soonPower BIPower BI
    Coming soonGoogle SheetsGoogle Sheets

    Step 1: Connect your sources

    Sign in with Meta, Google and your CRM. History arrives on its own and sync keeps running every day.

  2. Step 2: Ask for the dashboard

    Describe what you want to see and RelatorAI builds the widgets with your data. Or start from a ready-made template.

  3. Scheduled send · Vértice

    Monthly report · Vértice

    Period:
    Sep 1, 2026 – Sep 30, 2026
    Recipients:
    3 recipients
    Scheduled for:
    Oct 1, 2026, 8:00 AM
    Recent deliveries

    Step 3: Send and follow up

    Approve the report, send it by email and link, and let the client follow the month in their own portal.

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Relator or Reportei? Questions before you switch.

Have a question that isn't here? Talk to us.

Try it free for 7 daysSee plans and pricing

It depends on what goes in the report. If the client asks about sales, Relator is the Reportei alternative that puts CRM revenue into ROAS, campaign by campaign. If the report is about social media or e-commerce, Reportei covers more sources today.

Reportei's website lists integrations with HubSpot and Pipedrive, but doesn't state ROAS calculated with CRM sales. In Relator, this calculation is on every plan.

Divide the revenue from deals won in the CRM by the media spend for the same period. Example: 486,320 in sales ÷ 118,640 spent = a real ROAS of 4.1×.

Yes. You connect the sources with each platform's login (Meta, Google, GA4, Search Console, HubSpot or RD Station) and Relator pulls the data straight from them. You don't need to export anything from Reportei.

No. Without a CRM, Relator builds the report with Meta Ads, Google Ads, GA4 and Search Console. ROAS with sales shows up when you connect HubSpot or RD Station CRM.

Not yet. Instagram, YouTube, TikTok and LinkedIn are coming. If the report depends on these networks today, Reportei is the better fit.

Yes, on the Pro and Scale plans.

Starter R$59, Pro R$199, and Scale R$499 a month. Every account starts with a 7-day free trial, no card.

Where each fact comes from

Relator

  1. [1]relator.digital/integrations
  2. [2]relator.digital/pricing
  3. [3]relator.digital/solutions
  4. [4]relator.digital

Reportei

  1. [5]reportei.com
  2. [6]reportei.com/reportei-ai
  3. [7]reportei.com/automacao-relatorios
  4. [8]reportei.com/planos-e-precos
  5. [9]reportei.com/integracoes

Reportei information checked on October 16, 2026 on their public website. Spotted something out of date? Let us know.

Your next month-end closecan be the last one in a spreadsheet.

Try it free for 7 days: connect your sources today and send the first report this week.

Try it free for 7 days

No card. Cancel anytime.