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ClientView
Track All Your Clients' Leads and Sales Forever

What is ClientView?

ClientView is a comprehensive agency management and client result tracking platform designed specifically for agencies and media buyers. It allows users to import and visualize all client advertising KPIs within a customizable dashboard, providing a centralized view of performance.

The platform delivers crucial alerts, notifying users instantly about rising lead costs or CRM integration failures. ClientView empowers data-driven decision-making with robust reporting and analytics, including UTM attribution, campaign performance analysis, and custom metric tracking.

Features

  • 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.
  • Instant Alerts: Get notified of rising lead costs or lost CRMS and optimize faster.
  • 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.
  • Live Tracking: Track your client’s key performance metrics in real time.
  • Manage Tasks: Assign tasks to your team and track progress from one dashboard.

Use Cases

  • Centralized client ad KPI tracking.
  • Monitoring lead costs and identifying rising costs.
  • Managing CRM integration issues.
  • Team task assignment and progress tracking.
  • Analyzing campaign performance and optimizing ad buying.
  • Generating detailed reports on client performance.
  • Tracking weekly client growth.
  • Organizing clients for team management.

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