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Agencies and Media buyers

Track all your
clients
leads and sales forever

Get alerts for rising lead costs, lost integrations and more…

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Santer Media
CatSnake
Gym Launch
GPA
Flare Digital
Change Agency
Santer Media
CatSnake
Gym Launch
GPA
Flare Digital
Change Agency
Santer Media
CatSnake
Gym Launch
GPA
Flare Digital
Change Agency
Santer Media
CatSnake
Gym Launch
GPA
Flare Digital
Change Agency
Santer Media
CatSnake
Gym Launch
GPA
Flare Digital
Change Agency
Santer Media
CatSnake
Gym Launch
GPA
Flare Digital
Change Agency

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.

ClientView Dashboard

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.

ClientView Tasks - Kanban Board

Replaces

  • Monday
  • Asana
  • Slack

Make expert ad
buying decisions
Make 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

ClientView Dashboard

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's signature

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 them
Not 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.

Source Attribution

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
Weekly Reporting Dashboard

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
Team Boards Page

"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"

Auto Growth Logo

Thomas Williams

Agency owner

Everything your
team needs
Everything 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"

GymLaunchLogo

Gabriella Soto

Ad Buyer, Gym Launch

Plans for every
level of agency

Save 30% off with Annual. That's like 3 months free! 😍

Essential

$97

/month

Join early access
  • 25 clients
  • Auto client tracking sheet
  • Client issue alerts
  • Reporting & Analytics
  • Manual client adding
  • Dedicated support
  • Feature requests
Secure Payments powered by

Unlimited

$297

/month

Join early access
  • Unlimited clients
  • Auto client tracking sheet
  • Client issue alerts
  • Reporting & Analytics
  • Bulk client onboarding
  • Dedicated support
  • Feature requests
Secure Payments powered by

Essential

$67

/month

Join early access
  • 25 clients
  • Auto client tracking sheet
  • Client issue alerts
  • Reporting & Analytics
  • Manual client adding
  • Dedicated support
  • Feature requests
Secure Payments powered by

Unlimited

$207

/month

Join early access
  • Unlimited clients
  • Auto client tracking sheet
  • Client issue alerts
  • Reporting & Analytics
  • Bulk client onboarding
  • Dedicated support
  • Feature requests
Secure Payments powered by

Join 200 agencies
and media buyers

Harness the power of the world's most popular client management platform