Agencies and Media buyers
Track all your
clients
leads and sales forever
Get alerts for rising lead costs, lost integrations and more…
Agency ManagementReal-Time Client result tracking
Import and see ALL your clients AD KPIs in an easy to manage custom dashboardImport and see ALL your clients
AD KPIs in an easy to manage
custom dashboard
Custom Metrics
Tailor your dashboard to track the metrics that matter most to your agency.
Weekly views
Track client performance by day or week and spot trends faster
Team Pods
Organize clients by team for seamless management and collaboration.
Replaces
- Google Sheets
- Asana
- Zapier
Unmissable AlertsOptimize fast
with instant alerts
Know the second a clients lead cost rises or other issues ariseKnow the second a clients lead
cost rises or other issues arise
Instant alerts
Get notified of rising lead costs or lost CRMS and optimize faster.
Manage tasks
Assign and manage tasks across your team for quick action when alerts pop up.
Track progress
Monitor task progress at a glance and ensure all client accounts are healthy.
Replaces
- Monday
- Asana
- Slack
Make expert ad
buying decisionsMake expert ad
buying decisions
Leverage clear data-driven reports on client's performance.Leverage clear data-driven reports
on client's performance.
UTM Attribution
Attribute leads and sales accurately for all your clients with UTMS.
Campaign reporting
Know which ads or campaigns are performing best across all clients.
Analytics
Dive into deeper data insights to make expert ad-buying decisions
Replaces
- DataBox
- DataDog
- DashThis
"just signed up for ClientView. Been looking
for a solution like this FOREVER."""just signed up for ClientView.
Been looking for a solution
like this FOREVER."
Casey, Founder
Agency owner
Designed with Local
Agencies In Mind
Not only will ClientView improve your clients results, It will
be easier than ever to deliver for themNot only will ClientView improve your
clients results, It will be easier than
ever to deliver them
Source
Attribution
With UTM parameters enabled ClientView will
accurately attribute leads and sales to the correct
ad platform.With UTM parameters enabled
ClientView will accurately attribute
leads and sales to the correct
ad platform.
More advanced features soon.
Week over
week reporting
Track client growth weekly with automatic
updates and key metrics at a glance.
- Monthly performance data
- Week over week metrics
- Daily metric reports
- Customize each day
- Available forever
Team
boards
Create boards and assign team members to
make it easy for them to manage their clients.
- Personal client boards
- Assign to media buyers
- Easily see your clients
- Alerts for your team
- Custom view for each board
"Absolutely love this software!! It’s everything I need
and perfect, know you’re in Beta but it's helping
us better track our data and ads""Absolutely love this
software!! It’s everything
we need and perfect, know
you’re in Beta but it's helping
us better track our data"
Thomas Williams
Agency owner
Everything your
team needsEverything your
team needs
Easily manage your clients with automated tracking
across all key metrics, in one place.Easily manage your clients with automated tracking across all key metrics,
in one place.
Live tracking
Tailor your dashboard to track the metrics that matter most to your agency.
Instant alerts
Get instant notifications when lead costs rise or CRM integrations fail.Get instant notifications when lead costs rise or CRM integrations fail.
Custom Metrics
Track the metrics that matter most to your agency and clients.Track the metrics that matter most to your agency and clients.
Weekly Views
Easily track performance by week and spot trends quickly.Easily track performance by week and spot trends quickly.
Team Pods
Organize clients by team for easy collaboration and management.Organize clients by team for easy collaboration and management.
Day Splits
View and analyze performance by individual days to optimize your ad buys.View and analyze performance by individual days to optimize your ad buys.
Client Filters
Manage all clients in one place with customizable filters and views.Manage all clients in one place with customizable filters and views.
Formulas
Create custom fields with formulas to track specific client data.Create custom fields with formulas to track specific client data.
CSV Export
Export your client data with a single click for further analysis.Export your client data with a single click for further analysis.
UTM Tracking
Monitor campaign performance with precise UTM tracking.Monitor campaign performance with precise UTM tracking.
Campaign Stats
Generate detailed reports that help you optimize ad performance.Generate detailed reports that help you optimize ad performance.
Custom Columns
Add static or dynamic columns to organize client data as needed.Add static or dynamic columns to organize client data as needed.
Client Filters
Filter and group clients for faster, more focused management.Filter and group clients for faster, more focused management.
Track progress
Track your client’s key performance metrics in real time.Track your client’s key performance metrics in real time.
Ad Attribution
Understand exactly which ads are driving your clients’ success.Understand exactly which ads are driving your clients’ success.
Manage tasks
Assign tasks to your team and track progress from one dashboard.Assign tasks to your team and track progress from one dashboard.
"I find it very helpful to see CPL data for all my
accounts. I no longer repeatedly search
for CPL data in Facebook""I find it very helpful to see
CPL data for all my accounts.
I no longer repeatedly search
for CPL data in Facebook"
Gabriella Soto
Ad Buyer, Gym Launch
Plans for every
level of your agency
Save 30% off with Annual. That's like 3 months free! 😍Essential
$97
/month
- 25 clients
- Auto client tracking sheet
- Client issue alerts
- Reporting & Analytics
- Manual client adding
- Dedicated support
- Feature requests
Unlimited
$297
/month
- Unlimited clients
- Auto client tracking sheet
- Client issue alerts
- Reporting & Analytics
- Bulk client onboarding
- Dedicated support
- Feature requests
Essential
$67
/month
- 25 clients
- Auto client tracking sheet
- Client issue alerts
- Reporting & Analytics
- Manual client adding
- Dedicated support
- Feature requests
Unlimited
$207
/month
- Unlimited clients
- Auto client tracking sheet
- Client issue alerts
- Reporting & Analytics
- Bulk client onboarding
- Dedicated support
- Feature requests