Easy-to-use marketing agency client management software
Run your agency with less chaos and more clarity
With every client and team member working in one platform, visibility becomes second nature. Automate reports, manage deliverables, and give everyone access to the right data—so your agency runs like a well-oiled machine, no matter how fast you grow.
Monitor Campaigns
Monitor campaigns and streamline reporting for all your clients
Client Communication
Send reports to clients and integrate with your existing messaging tools
User Access
Provide granular user access and permission levels for all your clients and staff
Assign Tasks
Collaborate with your team with a simplified task management tool
All-in-One Marketing Agency Reporting Tool
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
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.
Unlimited Client Users & Custom Staff Accounts
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.
Share Dashboards and Reports in a Single Click
Generate a secure, read-only link to any dashboard or report—no logins, emails, or extra steps required. Share it with clients, contractors, or marketing agency team members and they’ll see exactly what you see, including selected date ranges, widgets, and metrics. It’s instant visibility, without compromising control.
Assign Marketing Tasks & Track Workflows
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!
Seamless Client Communication
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.
Manage team and client access without missing a beat or losing control.
Your marketing agency isn’t generic—your reports shouldn’t be either. Tailor every client experience with your logo, colors, and a branded login URL that makes your dashboards feel like an extension of your agency. Custom domains and white-label profiles give you complete control over the look and feel.
Stop chasing metrics and start surfacing meaning. AgencyAnalytics AI detects the shifts that matter most—so your team can explain what happened and why, without spending hours in the data. Help clients understand impact in minutes, not meetings.
Turn walls of marketing performance data into client-ready visuals that do the explaining for you. From trending charts to performance snapshots, your dashboards make insights obvious—and your agency’s results undeniable. Built-in charts and graphs that make complex results easy to understand—and impossible to ignore.
Discover the white label reporting tool trusted by 7,000+ marketing agencies.
Clients don’t want to dig through data—they want clarity. Create branded client portals that show them exactly what they need to know, when they need to know it. Shared task views and real-time metrics keep everyone aligned and confident in the work.
As your marketing agency grows, your tools need to keep pace. Monitor campaigns, control access, and manage reporting across dozens—or hundreds—of clients from one flexible platform. Whether you're adding clients or team members, reporting never becomes a bottleneck.
Connect 85+ tools to one white-labeled client reporting workspace that brings the full story together. Website traffic, campaign performance, lead quality—it’s all in one place. Build templates once, then apply across clients for reporting that scales without losing its edge.
FAQs About Marketing Agency Client Management Software
Want to streamline operations and deliver better results? These FAQs explain what agency client management software is, why it matters, and how to choose the right tool for your agency.
Yes. AgencyAnalytics takes any public URL on the client record, including a subdomain, a path, a port, or a non-English domain, so a Facebook page or a Shopify store works as the address. Once the integrations are connected it reports on whatever is published there.
One website or URL you report on. Every integration, dashboard, and report belongs to that record, and AgencyAnalytics prices per client at $25 a month on monthly billing. Most agencies keep one client record for each site they manage, which is the count to use when you work out cost.
Yes. One AgencyAnalytics report holds sections from every integration connected to that client, so paid, organic, email, and call data land in the same place. If you want the view across several clients at once, that's a roll-up report.
Yes. AgencyAnalytics white labels the whole thing: your logo replaces ours on the login screen and on every report cover and header, your icon becomes the favicon in the client's browser tab, and your colors apply to dashboards and widgets. Reports can be served from your own domain, and it's a one-time setup.
Yes. AgencyAnalytics takes anything you keep in a Google Sheet straight onto a dashboard or report, and custom widgets cover the rest as a stat or a simple text or image block. You can also request an integration; agency votes decide what gets built next.
Yes. An AgencyAnalytics report or dashboard shared as a link opens read-only with no sign-in. Put it on a schedule if they'd rather it just turned up, or give them a portal login if they like to dig into the numbers themselves. Client and staff users are unlimited, so it costs nothing either way.
Usually not. Ask your client to add you as a user on their own accounts with the access AgencyAnalytics needs, then connect under your own login. If they'd rather hang onto their passwords, set them up as a Client User and they connect everything themselves.
Yes. Put a KPI target on the metric and AgencyAnalytics posts to your in-app notification inbox when the target is met, or when the number moves far enough to be worth a look. Set it on one client or across the whole account.
Yes. When an integration disconnects, AgencyAnalytics notifies every user with access to that client, in their in-app inbox. Same whether the authorization lapsed or someone changed permissions at the client's end, so you hear about it before they do.
More features
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