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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  • Overview:
  • Dashboard:
  • Client performance reports have never been easier.
  1. Getting Started

Boost Client Performance

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Last updated 11 months ago

Overview:

ClientView can boost client performance in a few ways:

  • Faster optimization times with alerts

  • Patch lead to CRM breaks before clients notice

  • Historic performance reports at your fingertips

  • Discover where drop off happens in client funnels

Manual tracking takes a lot of time, so pulling large reports is rarely worth the effort.

With ClientView all your data is pulled and sorted for you, automatically.

Dashboard:

Client performance reports have never been easier.

The dashboard metrics are consistently being updated in real-time, collecting and displaying key performance data from all your clients.

  • Pull historic reports in minutes

  • Review key success metrics

  • Get actionable insights ✦

Learn more about the dashboard by clicking here

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