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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