Manage Clients, Teams, and Deliverables

Streamline your entire reporting process with an all-in-one reporting tool that allows you to manage all your clients in one place. Monitor client campaigns, provide seamless client communication, and provide granular user access and permissions. Get access to the platform you need to manage your agency in the most scalable way possible.

Give clients their own login to live marketing dashboards where they have read-only access to the data on their own time. Our granular user permissions allow you to give access to anyone while still maintaining control over what they can see. Impress clients by giving them access to a fully customized dashboard that highlights your agency's achievements.

Impress clients with their own logins to live dashboards, giving them real-time access to their data. Create unlimited client accounts and customize exactly what each user can see, building trust and transparency effortlessly.

At the same time, simplify internal workflows with tailored staff accounts. Assign team members to specific clients and campaigns, while maintaining full control over permissions. Share what’s needed without compromising sensitive information, keeping your agency secure and productive.

Generate a secure, read-only link to any dashboard or report—no logins, emails, or extra steps required. Share it with clients, contractors, or teammates and they’ll see exactly what you see, including selected date ranges, widgets, and metrics. It’s instant visibility, without compromising control.

Keep your team on track and your clients updated with simplified task management built for marketing agencies. Create tasks and easily filter them by client, category, team member, and due date. You can even clone tasks, create recurring tasks, and add completed tasks to automated monthly reports!

Client communication is one of the most important parts of running a successful marketing agency. Integrate with messaging tools like Intercom and Zendesk so you can easily communicate with clients, keep them engaged, ​​and create a seamless agency experience.