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FeaturesCustom User Permissions

Custom User Permissions

Create unlimited client and staff accounts and customize their user permissions so they see only what you want them to.
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Granular Client Permissions

Choose exactly what clients can and can’t see in their live marketing dashboards with granular user permissions. Prevent information overload by only providing access to the metrics and KPIs that your clients care about most.

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Assign Staff Permissions

Create staff accounts and assign them to certain campaigns and set granular user permissions. Staff users can either automatically access all campaigns or you can specify the exact campaign(s) each user can and cannot see.

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More Features

Discover our full suite of features.
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Tasks

Streamline your marketing agency’s marketing task management at scale with simplified task management software. Collaborate with your team members, track your progress, get work done.

How to Schedule Automated Marketing Reports for Marketing Agency Clients

Automated Reports

Tired of wasting billable hours manually creating client reports each month? Build automated marketing reports in minutes to speed up your agency's data-retrieval and reporting workflow.

Create custom dashboards for each client

Custom Marketing Dashboards

Slash client reporting time and reclaim billable hours with custom marketing dashboards—the ultimate solution for a busy agency! With a user-friendly interface that integrates metrics from over 80 data sources, create visually appealing dashboards and reports that clearly demonstrate your agency's value.

annotations and goals feature in marketing dashboards to track progress

Annotations & Goals

Tell a winning story with your clients’ data and add insightful context to your reports by including personalized annotations and trackable goals.

White label dashboard & reporting software

White Label

A strong brand identity speaks volumes. Deliver white label marketing dashboards and reports with sleek, professional branding. Make a lasting impression on your clients while keeping them well-informed on their marketing performance across all their data sources.

drag-and-drop report builder example

Drag and Drop Report Builder

Forget jumping from platform to platform to build manual client reports. This drag-and-drop report builder connects to 80+ marketing channels. Simply drop your clients' metrics into customizable marketing dashboards and client reports to showcase your agency's value in one streamlined reporting platform.

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