ClientView
  • 👋Welcome to ClientView
  • 🎙️Our Story
  • ⚡Book Setup Call
  • Getting Started
    • Tracking Workflow
    • Boost Client Performance
    • Configure Agency
      • Invite Team
      • Create Offers
      • Categories + Alerts
    • Start Tracking
      • How it works
      • Connect GoHighLevel
        • How to use CRM sources
      • Setup UTM Tracking
        • Static Sources (Hard code)
      • Connect Ad Platforms
      • Adding Clients
  • Features
    • Filtering
    • Client Notes
    • Tasks & Notifications
    • Offers
    • Categories
    • Active Status
  • Billing
    • Pricing Tiers
  • Support
    • Support
  • Company
    • Founding Team
    • 🤝Partnerships
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Welcome to ClientView

Designed for digital agencies

NextOur Story

Last updated 11 months ago

Welcome to ClientView! We're thrilled to have you here and are eager to help you track client results twice as fast as before.

ClientView is tracking platform that unifies all your clients and key metrics in one place. Updated in real-time. Designed and tailored to your teams workflow to improve efficiency up to 86%.

The problem: New client signed -> more work is created:

  • Another account to review lead results for each day

  • Mark key metrics in a sheet

  • Check results daily

  • Increased client fires

We're on a mission to make client management effortless...

With ClientView:

  • Clients are centralized in one place

  • Lead & sales are tracked in real-time

  • Notifications for rising lead cost & broken back-end integrations

  • Actionable Insights on performance (Never pull a report again)

Though we are in early stages and there are near infinite improvements and new features in queue.

We look forward to helping you improve client management & success tracking and look forward to your feedback on how we can best improve the product.

Best,

ClientView 💜

Plus ClientView is turning into a hub for team work and communication. Today teams can add to each client and assign to one another.

notes
tasks
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