Then get alerts for rising lead costs, lost integrations and more…
Then get alerts for rising lead costs,
broken integrations and more…
Manage all your clients in one place
See all leads & sales in real-time
Connect ad accounts and CRMS
Alerts rising lead costs & Broken CRM
Create client boards for your team
Trusted by agencies and teams
Import and see ALL your clients AD KPIs in an easy to manage custom dashboard
Import 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.
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
Know the second a clients lead cost rises or other issues arise
Know 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.
Instant alerts
Get notified of rising lead costs or broken CRMS and optimize in real time.
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
Leverage clear data-driven reports on client's performance.
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
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
AgencyAnalytics
DataBox
Not only will ClientView improve your clients results, It will
be easier than ever to deliver for them
Not only will ClientView improve your
clients results, It will be easier than
ever to deliver them
With UTM parameters enabled ClientView will
accurately attribute leads and sales to the correct
ad platform.
More advanced features soon.
With UTM parameters enabled
ClientView will accurately attribute
leads and sales to the correct
ad platform.
More advanced features soon.
Track client growth weekly with automatic
updates and key metrics at a glance.
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
Create boards and assign team members to
make it easy for them to manage their clients.
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
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.
Custom Metrics
Track the metrics that matter most to your agency and clients.
Weekly Views
Easily track performance by week and spot trends quickly.
Team Pods
Organize clients by team for easy collaboration and management.
Day Splits
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.
Formulas
Create custom fields with formulas to track specific client data.
CSV Export
Export your client data with a single click for further analysis.
UTM Tracking
Monitor campaign performance with precise UTM tracking.
Campaign Stats
Generate detailed reports that help you optimize ad performance
Custom Columns
Add static or dynamic columns to organize client data as needed
Client Filters
Filter and group clients for faster, more focused management.
Track progress
Track your client’s key performance metrics in real time.
Ad Attribution
Understand exactly which ads are driving your clients’ success
Manage tasks
Assign tasks to your team and track progress from one dashboard.
25 clients
Auto client tracking sheet
Client issue alerts
Reporting & Analytics
Manual client adding
Dedicated support
Feature requests
Unlimited clients
Auto client tracking sheet
Client issue alerts
Reporting & Analytics
Bulk client onboarding
Dedicated support
Feature requests
25 clients
Auto client tracking sheet
Client issue alerts
Reporting & Analytics
Manual client adding
Dedicated support
Feature requests
Unlimited clients
Auto client tracking sheet
Client issue alerts
Reporting & Analytics
Bulk client onboarding
Dedicated support
Feature requests
