Main Purpose
ClientView is a platform designed to help agencies track and manage their client leads and sales results. It aims to streamline agency operations, provide real-time insights, and optimize client performance.
Key Features
- Automated Tracking: ClientView automates the tracking of client lead, call, and sale results in real-time, providing agencies with up-to-date information on their clients' performance.
- Reporting and Alerts: The platform simplifies reporting by providing a dashboard that shows macro trends and key metrics. It also offers proactive alerts on potential issues, such as rising lead costs or back-end issues.
- Client Organization: ClientView allows agencies to organize their clients by account manager, niche, product, and active status, making it easier to manage and track client performance.
- Optimization Notifications: The platform provides instant notifications for changes in cost per lead (CPL), enabling agencies to efficiently optimize their campaigns.
Use Case
- Traffic Managers: ClientView helps traffic managers oversee client results efficiently by providing automated tracking, reporting, and proactive alerts on potential issues. It also allows for easy organization of clients by account manager, niche, and product.
- Agency Owners: ClientView enables agency owners to stay on top of their agency's performance by providing centralized client metric tracking. It offers automated tracking, reporting, and alerts to optimize agency operations and enhance client satisfaction and retention.
- Marketing Teams: ClientView improves team efficiency by providing automated tracking and reporting. It offers real-time performance insights, proactive alerts on potential issues, and historical trends, allowing marketing teams to spend less time on manual checks and more on optimizing campaigns.
