ClientView makes client management effortless, boosting efficiency. Unifying all clients and key metrics in one place, in real-time, allowing agencies to deliver superior results with far less effort
ClientView is in MVP. Get free early access, unlimited support and direct communication with founders.
ClientView is your agency's powerhouse for seamless client management —automating, alerting, and aligning everything you need for superior client service
ClientView is your agency's powerhouse —automating, alerting, and aligning everything you need for superior client service
Automate KPI Tracking
View all client metrics in real-time. Automated updates mean you're always informed, without the legwork.
View all client metrics in real-time. Automated updates mean you're always informed, without the legwork.
Proactive Alerts
Receive instant alerts on issues like rising lead costs or integration failures, enabling swift, informed action
Receive instant alerts on issues like rising lead costs or integration failures, enabling swift, informed action
Empower your team to move beyond sheets and manual checks. Embrace a future where client metrics are automatically updated and accessible in real-time.
Empower your team to move beyond sheets and manual checks. Embrace a future where client metrics are updated and accessible in real-time.
View all client metrics in real-time.
View all client metrics in real-time.
Track and work how you want
Track and work how you want
Adapt ClientView to your team's workflow. Use features like team pods, quick filters, and widgets to enhance efficiency and reduce noise.
Adapt ClientView to your team's workflow. Use features like team pods, quick filters, and widgets to enhance efficiency and reduce noise.
Team pods
Customize team views by roles— media buyers, coaches, and managers see only the clients relevant to them.
Customize team views by roles—media buyers, coaches, and managers see only the clients relevant to them.
Quick Filters
Quickly sift through client data with dynamic filters, allowing you to focus on what matters most.
Quickly sift through client data with dynamic filters, allowing you to focus on what matters most.
Widgets
Access key insights instantly. Our widgets provide real-time data on business and client performance at a glance.
Access key insights instantly. Our widgets provide real-time data on business and client performance at a glance.
Optimizations
Streamline your workflow. Manage optimizations directly within ClientView, reducing dependency on external communication tools.
Streamline your workflow. Manage optimizations directly within ClientView, reducing dependency on external communication tools.
ClientView is your agency's powerhouse for seamless client management —automating, alerting, and aligning everything you need for superior client service
Sana AI transcribes, summarizes and stores your meetings so you’re always prepared for the next steps.
View all client metrics in real-time.
View all client metrics in real-time.
Client data at your fingertips
Client data at your fingertips
Access client data designed to enhance performance and decision-making. Gain instant insights with detailed ad analysis and source breakdowns.
Access client data designed to enhance performance and decision-making. Gain instant insights with detailed ad analysis and source breakdowns.
Better data, Better decisions
Better data, Better decisions
Optimize client campaigns with precision. Make informed adjustments based on real-time data about ad performance and source effectiveness.
Optimize client campaigns with precision. Make informed adjustments based on real-time data about ad performance and source effectiveness.
Ad Insights
Identify top-performing ads across all channels. Use these insights to refine client strategies and craft superior advertisements.
Identify top-performing ads across all channels. Use these insights to refine client strategies and craft superior advertisements.
Breakdown sources
Analyze the performance of all traffic sources, both paid and organic. Pinpoint which channels to amplify and which are most profitable.
Analyze the performance of all traffic sources, both paid and organic. Pinpoint which channels to amplify and which are most profitable.
