Meet the new standard for client result
management. Streamline tracking,
optimization, and reporting.
Meet the new standard for agency client management.
Streamline tracking, optimization, and reporting.
Trusted by agencies and teams
Manage all your clients in one place
See all leads &Â sales in real-time
Connect ad accounts and CRMS
Alerts rising lead costs &Â Broken CRM
Create client boards for your team
Fly through client management with automatedÂ
tracking for all your clients and key metrics.
Fly through client management with automated KPI reporting
Built for speed with 50ms
interactions and real-time sync.
Built for speed with 50ms
interactions and real-time sync.
Comes with built-in workflows
that create focus and routine.
Comes with built-in that create focus and routine.
Complete any action in seconds with
the global command menu.
Complete any action in seconds with the global command menu.
Meet ClientView
Easily manage your clients with automated tracking
across all key metrics, in one place.
Fly through client management
with automated tracking for all
your clients and key metrics.
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
Instant alerts
Stay proactive with real-time alerts to catch issues before they impact your clients.
Stay proactive with real-time
alerts to catch issues before
they impact your clients.
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.
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
Analytics
Make data-driven ad decisions with powerful analytics and easy-to-use reports.
Make data-driven ad decisions
with powerful analytics and
easy-to-use reports.
UTMÂ 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
UTMÂ 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
Integrations
From ad accounts to CRM integrations, ClientView
streamlines the entire client tracking process.
From ad accounts to CRM integrations,
ClientView streamlines the entire client
tracking process.
Your clients leads and sales
in real-time forever
Ad tracking
Ad tracking
GoHighLevel
Sales tracking
Active Campaign
Email tracking
Google Ads
Ad tracking
Keap
Sales tracking
"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
Features
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.
Pricing
What's included
Auto client tracking sheet
Client issue alerts
Reporting &Â Analytics
25 clients
Manual client adding
Dedicated support
Feature requests
What's included
Auto client tracking sheet
Client issue alerts
Reporting &Â Analytics
Unlimited clients
Bulk client onboarding
Dedicated support
Feature requests
What's included
Auto client tracking sheet
Client issue alerts
Reporting &Â Analytics
25 clients
Manual client adding
Dedicated support
Feature requests
What's included
Auto client tracking sheet
Client issue alerts
Reporting &Â Analytics
Unlimited clients
Bulk client onboarding
Dedicated support
Feature requests
