Updates
See what's new

Changelog

Changelog

New updates and improvements
to ClientView.

New updates and improvements to ClientView.

Instant tracking

Real-Time Alerts

Ad Attribution

30 day guarantee

Agencies &
Media Buyers

Automate client tracking

Automate
client tracking

Fly through client management with automated 
tracking for all your clients and key metrics.

Fly through client management with automated KPI reporting

Optimization alerts

Optimization alerts

Built for speed with 50ms
interactions and real-time sync.

Built for speed with 50ms
interactions and real-time sync.

Data for better ad
buying decisions

Data for better ad
buying decisions

Comes with built-in workflows
that create focus and routine.

Comes with built-in that create focus and routine.

Manage team activity

Manage team activity

Complete any action in seconds with
the global command menu.

Complete any action in seconds with the global command menu.

Manual tracking
won't cut it anymore

Manual tracking
won't cut it

Escape the loop of switching between
ad accounts, tracking lead data, and
managing reports across multiple tools.

Escape the loop of switching between ad accounts, tracking
lead data, and managing reports across multiple tools.

Automate client tracking

Automate
client tracking

Fly through client management with automated 
tracking for all your clients and key metrics.

Fly through client management with automated KPI reporting

Optimization alerts

Optimization alerts

Built for speed with 50ms
interactions and real-time sync.

Built for speed with 50ms
interactions and real-time sync.

Data for better ad
buying decisions

Data for better ad
buying decisions

Comes with built-in workflows
that create focus and routine.

Comes with built-in that create focus and routine.

Manage team activity

Manage team activity

Complete any action in seconds with
the global command menu.

Complete any action in seconds with the global command menu.

Repetitive tasks

Repetitive tasks

ClientView unifies all your
clients’ metrics in real-time

Opportunity cost

Data Delays

Real-time alerts help you optimize campaigns before problems arise.

Client fires

Client fires

Streamline everything from
lead tracking to sales.

Tracking is holding your agency back

Tracking is holding
your agency back

Scrambling between ad accounts is not a good use of a media buyers time.
Their potential is capped with repetitive tasks.

Scrambling between ad accounts is not a good use of a media buyers time. Their potential is capped with repetitive tasks.

October 16, 2024

Hi everyone,

‍

We’re thrilled to announce the release of two major features: Monthly Reporting and Client Boards!

‍

Monthly Reporting

‍

Monthly Reporting allows you to track your clients’ results week over week, with daily metrics for each week. This feature is perfect for identifying trends early and making smarter ad-buying decisions.

  • At the bottom, you’ll find tabs for each month of the year. Each tab contains 4 weeks of data, showing metrics for 28 days.
  • Coming soon: You’ll be able to customize the visible days and columns. For example, if you only want to view results for Monday, Wednesday, and Friday, or display Facebook metrics on Tuesday and Google metrics on Thursday, you can easily set that up.

‍

Client Boards

‍

We’ve introduced Client Boards (also known as team pods), now available within ClientView! These allow you to create dedicated boards for your media buyers, making client management seamless.

  • Simply hover over the left-hand navigation menu, click the “+” icon next to “Client Boards,” give it a title, assign an owner, select the clients they manage, and choose a color.
  • Your team can now click their board to instantly access their assigned clients—no need to set up filters!

‍

Bonus: CSV Exports

‍

Finally, you can now export your data to a CSV file! Just set up your desired filters and date range inside the client table, then click the export button.

‍

Enjoy these new features, and as always, thank you for being part of ClientView! đź’™

‍

How it works

Simple steps to easy
client management

Simple steps to easy
client management

Get early access

Get early access

Claim your early access license
and create an account.

Claim your early access license and create an account.

Import clients

Import clients

Connect your integrations then
Import all your clients and
accounts with a single click.

Connect your profiles then Import all your clients and accounts with a single click.

Enjoy

Enjoy

Enjoy automated tracking and
instant alerts on critical issues.

Enjoy automated tracking and instant alerts on critical issues.

Join Early Access – It's Free

Testimonials

Hear from agencies like you

Media buyers and agency's who agree "tracking sucks" love ClientView

What others say

Media buyers and agency's who agree
"tracking sucks" love ClientView

"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

Gym Launch, Media Buyer

"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 I need and perfect, know you’re in Beta but it's helping us better track our data and ads"

Thomas Williams

CEO, Auto Growth

"Early but almost there and already a big time-saver. It's kept our clients better integrated and made managing them all easier."

"Early but almost there and
already a big time-saver. It's kept our clients better integrated and made managing them all easier."

Jared Tims

Gym Launch, Agency manager

30 Day Early
Access Guarantee

30 Day Early
Access Guarantee

If ClientView doesn’t simplify your client tracking and improve your workflow
within 30 days, we’ll work with you until it does or give you your money back
—no questions asked.
‍
We’re so confident that ClientView will save you hours on client management,
deliver real-time data you can trust, and help scale your agency faster
that you’ll never go back to manual tracking.

If ClientView doesn’t simplify your client
tracking and improve your workflow
within 30 days, we’ll work with you until it
does or give you your money back
—no questions asked.
‍
We’re so confident that ClientView will
save you hours on client management,
deliver real-time data you can trust, and help scale your agency faster that you’ll
never go back to manual tracking.

Join 150+ Media Buyers
using ClientView to streamline
client management

About

Why ClientView

Why ClientView
Exists Today

Ex GymLaunch Creative Manager.

Hi everyone, my name is Tye and I’ve founded my own
agencies and worked at some pretty big ones.

One trend I noticed is that tracking never gets easier,
I was a media buyer once and spent hours each morning
and night reviewing client results.
‍
When I joined the infamous “$100M agency” Gym launch,
I realized there wasn’t a solution available to
automate client management.
‍
Like anywhere…
‍
Jumping between accounts and marking data in sheets
is prone to error and leaves little room for creative work.
‍
I got together with my co-founders Yazdun and
Tyrell and we built a solution for it.
‍
We hope you like it.

Hi everyone, my name is Tye and I’ve owned my own agency and worked at fairly large one.

One trend I noticed is that tracking never gets easier, I was a media buyer once and spent hours each morning  and night reviewing client results.
‍
When I joined the infamous “$100M agency” Gym launch, I realized there wasn’t a solution available to
automate client management.
‍
Like anywhere…
‍
Jumping between accounts and marking data in sheets is prone to error and leaves little room for creative work.
‍
I got together with my co-founders Yazdun and Tyrell and we built a solution for it.
‍
We hope you like it.

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