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Integrations

Tik Tok Ads

Ad tracking

Facebook ads

Ad tracking

GoHighLevel

CRM tracking

Google Ads

Ad tracking

Instagram

Ad tracking

Active Campaign

Email tracking

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Agency's and Media buyers


AUTOMATE CLIENT TRACKING


AUTOMATE
CLIENT RESULT
TRACKING

Meet the new standard for client result
management. Streamline tracking,
optimization, and reporting.

Meet the new standard for agency client management.
Streamline tracking, optimization, and reporting.

Join Early Access – It's Free
150+ Happy Agencies

Instant tracking

Real-Time Alerts

Ad Attribution

30 day guarantee

Discover how it works in the video below
Learn More In The Video Below And Sign Up For Free Today!


"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, Founder

Agency owner



"Cris tried ClientView to boost efficiency
and have been using it ever since."

"just signed up for ClientView.
Been looking for a solution like
this FOREVER."

Cris Rodriguez


Agency owner





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.



The problem


SAY GOODBYE TO
TRACKING CHAOS


SAY GOODBYE TO
TRACKING CHAOS

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.




MANAGE YOUR AGENCY
CLIENTS FAST, WITHOUT


MANAGE YOUR CLIENTS
FAST AND WITHOUT

jumping between platforms. ClientView unifies all your clients’ metrics in
real-time

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

The guesswork. Get accurate ad attribution and know which ads drive results.

Manual reporting. 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.



The solution


SCALE FURTHER
WITHOUT EXTRA WORK


SCALE FURTHER
WITHOUT EXTRA WORK

Streamline client management so you can go
further without the operational drag.

Streamline client management so
you can go further without the
operational drag.




UNIFY ALL YOUR CLIENTS
AND TRAFFIC SOURCES


UNIFY ALL YOUR CLIENTS
AND TRAFFIC SOURCES

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

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

Clients
Ads
Leads
Sales
Emails
Clients
Ads
Leads
Sales
Emails



MAXIMIZE YOUR AD
CREATIVE PERFORMANCE


MAXIMIZE YOUR AD
CREATIVE PERFORMANCE

Know your clients average stats
and make better ad buying decisions.

Know your clients average stats
and make better ad buying decisions.





OPTIMIZATION CLIENTS
FAST WITH INSTANT ALERTS


OPTIMIZE CLIENTS FAST
WITH INSTANT ALERTS

Be proactive. Know instantly when a
clients lead cost rises or CRM breaks.


Be proactive. Know the second
your clients lead cost rises, CRM
 breaks and much more!





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.



Less client fires

Optimize clients fast
with instant alerts

Better results

Make better ads
with actionable data

Scale faster

Manage 10X the
clients with less effort.

Happy ad buyers

More time on results,
Less time tracking them

Less client fires

Optimize clients fast with instant alerts

Better results

Make better ads  with actionable data

Scale faster

Manage 10X the
clients in half the time

Happy ad buyers

More time on results, less time tracking them.

Join Early Access – It's Free

"Don't know if you guys had this before, but the
open 'ad account' feature is a life saver lol"

"Don't know if you guys had this
before, but the open 'ad account'
feature is a life saver lol"

Hadley Trevillion


Agency owner



Integrations


ALL YOUR CLIENTS AND
DATA IN ONE PLACE


ALL YOUR CLIENTS
DATA IN ONE PLACE




FROM AD RESULTS TO CRM INTEGRATIONS, CLIENTVIEW
STREAMLINES THE ENTIRE CLIENT TRACKING PROCESS.


FROM AD RESULTS TO CRM INTEGRATIONS, CLIENTVIEW STREAMLINES THE ENTIRE
CLIENT TRACKING PROCESS.

Discover integrations



EXTRA HELP


EXTRA HELP

Included with every ClientView license

Included with every ClientView license


SUPPORT


SUPPORT

We'll never leave you hanging - Get dedicated
support and help setting up anytime you need.


We'll never leave you hanging - Get dedicated support and help setting up
anytime you need.



ONBOARDING


ONBOARDING

Media buyers and agency owners are busy,
we get it. Our team can help you get setup fast.


Media buyers and agency owners are busy, we get it. Our team can help you get
setup fast.


Join Early Access – It's Free

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


HEAR FROM MORE
AGENCIES LIKE YOU

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

150+ Happy Agencies

"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

Limited time beta


TEST DRIVE CLIENTVIEW
FREE FOR 14 DAYS


TEST DRIVE CLIENTVIEW
FREE FOR 14 DAYS

Be among the first to test drive ClientView and shape the future
of client management. Start your free 14-day trial and see
what ClientView can do for you. Doors close soon.

Be among the first to test drive
ClientView and shape the future of client
management. Start your free 14-day trial
and see what ClientView can do for you.
Doors close soon.

Monthly
Annual
Save


STARTER


ESSENTIAL


$39


/MONTH

Start Your Free Trial

What's included

ClientView access

Manual client adding

Up to 25 Clients

Additional support

Live chat

Email success team

Feature request forms


UNLIMITED


UNLIMITED


$99


/MONTH

Start Your Free Trial

What's included

Everything in Starter

Bulk client onboarding

100 clients

Additional support

Tailored onboarding calls


STARTER


ESSENTIAL


SAVE $120/Y


$29


/MONTH

Start Your Free Trial

What's included

ClientView access

Manual client adding

Up to 25 Clients

Additional support

Live chat

Email success team

Tailored onboarding calls

Feature request forms


UNLIMITED


ADVANCED


SAVE $168/Y


$85


/MONTH

Start Your Free Trial

What's included

Everything in Starter

Bulk client onboarding

Unlimited clients

Additional support

Live chat

Email success team

Tailored onboarding calls

Feature request forms

ClientView contributes 1% of your subscription to remove CO₂ through Stripe
Climate.
ClientView contributes 1% of your
subscription to remove CO₂ through Stripe Climate.


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


FAQS


FAQS

What is ClientView?


ClientView is a tracking platform that automates your client result tracking,
designed to make day to day client management effortless.

With ClientView you can:

1. See all your clients and key metrics in one place
2. Automatically track client facebook ad & GoHighLevel sales results
3. Get notified on rising lead costs and broken integrations

ClientView is simple, it is your traditional tracking sheet, automated. You can
get setup within 30-40 minutes. This gives you the flexibility to reduce
operational costs and focus your time on producing results, not tracking them.

What platforms are supported?


We're working to support more ad platforms and CRMS.
Today ClientView works with the following:

1. Facebook Ads
2. Google Ads
3. GoHighLevel
4. Keap
5. Active Campaign

We support UTM tracking for improved attribution as well.

Does it work with GoHighLevel?


Yes you can track all your clients along side with their GHL sub-account and
tracking the following metrics:

1. Booked calls
2. Call cost and opt-in rate
3. Shows and show rate
4. Sales, revenue and CAC

What metrics can I track?


With ClientView you can see:
‍
- Client name / business
- Client category / Niche
- Client program
- Assigned media buyer
- Spend
- Link CPR / cost
- CPM- Spend
- Leads
- Lead Cost
- Opt-in Rate
- CRM leads
- Booked calls / Cost / Rate
- Shows / Rate
- Sales
- CAC
- Active Status (running ads or not)

Do I need a lot of clients?


Not at all, to reap the benefits of ClientView you can have as little as 3-5
clients or as many as 100+
Automating result tracking to focus on what truly matters is the goal.

How many clients can I track at one time?


There's no limit to the number of clients you can track simultaneously.

What are categories?


If you work with multiple types of businesses For example a fitness agency may
want to create categorize cross fit, kickboxing, boutique and yoga studies and a
global agency may work with realtors and chiropractors. Use Categories to
organize.

Can I assign product offerings to clients?


Yes, you can create your offerings inside of “Products” and assign to clients

Can I invite other users?


Yes you can invite as many users as you would like, each user holds their own
sign in credentials and can connect their personal facebook, google, Tik Tok
profiles to create clients. Roles and account perms coming soon.


CAN'T FIND YOUR ANSWER?



TALK WITH A FOUNDER



HAVE QUESTIONS?


Schedule now


OR EMAIL → TEAM@TRYCLIENTVIEW.COM


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.


BRING SANITY BACK
TO YOUR AGENCY


BRING SANITY BACK
TO YOUR AGENCY

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

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

Join Early Access – It's Free
Talk to founder

Track Clients Instantly

Real-time alerts

Actionable Data

Collaberation

30-Day Guarantee

150+ Happy Agencies
Company
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