{"id":74722,"date":"2025-05-09T00:00:00","date_gmt":"2025-05-09T07:00:00","guid":{"rendered":"https:\/\/clickup.com\/blog\/?p=74722"},"modified":"2025-05-13T01:56:49","modified_gmt":"2025-05-13T08:56:49","slug":"client-reporting-tools","status":"publish","type":"post","link":"https:\/\/clickup.com\/blog\/client-reporting-tools\/","title":{"rendered":"10 Best Automated Client Reporting Tools for Marketing Agencies in 2026"},"content":{"rendered":"\n<p>#AgencyLife is a rollercoaster ride. As a digital marketing pro, you know how important it is to build rapport with your clients to weather the lows and celebrate the highs.<\/p>\n\n\n\n<p>Whether you work for B2B or B2C clients, it\u2019s important to prove your marketing agency\u2019s worth on a regular basis. The last thing you want is for clients to say, \u201cWhat am I paying you for, anyway?\u201d<\/p>\n\n\n\n<p>Client reports show the quantitative and qualitative results you\u2019re generating for clients. Turning in regular reports demonstrates your worth and even persuades the most picky clients to stay on your roster.<\/p>\n\n\n\n<p>Generating client reports is time-consuming, but the right software will save you a lot of time. In this guide, we\u2019ll explain how client reporting software works, what you should look for in a automated client reporting tool, and our 10 fave client reporting tools of 2025. ?<\/p>\n\n\n\n<div id=\"ub_table-of-contents-92bb6da4-b263-484a-a321-bb24a4e80f44\" class=\"ub_table-of-contents\" data-hidetext=\"hide\" data-initiallyhideonmobile=\"false\" data-initiallyshow=\"true\" data-scrolltype=\"auto\" data-showtext=\"show\">\n<div class=\"ub_table-of-contents-header-container\">\n<div class=\"ub_table-of-contents-header\">\n<div class=\"ub_table-of-contents-title\">10 Client Reporting Tools for Modern Agencies in 2025<\/div>\n<\/div>\n<\/div>\n<div class=\"ub_table-of-contents-extra-container\">\n<div class=\"ub_table-of-contents-container ub_table-of-contents-1-column\">\n<ul>\n<li><a href=\"https:\/\/clickup.com\/blog\/client-reporting-tools\/#0-what-is-client-reporting\">What is Client Reporting?<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/client-reporting-tools\/#1-what-should-you-look-for-in-client-reporting-tools\">What Should You Look for in Client Reporting Tools?<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/client-reporting-tools\/#2-the-10-best-client-reporting-tools-to-use-in-2024\">The 10 Best Client Reporting Tools to Use in 2024<\/a>\n<ul>\n<li><a href=\"https:\/\/clickup.com\/blog\/client-reporting-tools\/#3-1-clickup-\">1. ClickUp<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/client-reporting-tools\/#8-2-klipfolio\">2. Klipfolio<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/client-reporting-tools\/#13-3-databox\">3. Databox<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/client-reporting-tools\/#18-4-workzone\">4. Workzone<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/client-reporting-tools\/#23-5-tapclicks\">5. TapClicks<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/client-reporting-tools\/#28-6-domo\">6. Domo<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/client-reporting-tools\/#33-7-raven-tools\">7. Raven Tools<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/client-reporting-tools\/#38-8-freshlime\">8. FreshLime<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/client-reporting-tools\/#43-9-teamwork\">9. Teamwork<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/client-reporting-tools\/#48-10-whatagraph\">10. Whatagraph<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"0-what-is-client-reporting\">What is Client Reporting?<\/h2>\n\n\n\n<p>Client reporting is the practice of providing clients with regular updates on <a href=\"https:\/\/clickup.com\/blog\/marketing-campaign-management\/\">marketing campaign performance<\/a> and metrics. The reports help clients understand the value they get from digital marketing agencies. You can also use the reports as a tool to explain any tweaks in your marketing strategies and your progress on the client\u2019s goals.<\/p>\n\n\n\n<p>As an agency pro, you need to be a master at both marketing and managing the agency-client relationship. <a href=\"https:\/\/clickup.com\/blog\/client-management\/\">Client management<\/a> is tricky, but regular reporting will build trust and help you get client buy-in. ?<\/p>\n\n\n\n<p>If your clients are peppering you with questions or tend to forget all of the progress you\u2019ve made, turning in regular reports will put their concerns to bed. You might even be able to justify rate increases if you have a proven track record of steady performance\u2014as shown by your stellar client reports.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"1-what-should-you-look-for-in-client-reporting-tools\">What Should You Look for in Automated Client Reporting Software?<\/h2>\n\n\n\n<p>Client reports are an agency\u2019s best friend. If you\u2019re looking for the best client reporting tool for the job, look for software with these features:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Slick onboarding capabilities: <\/strong>First impressions matter. Choose client reporting software that streamlines <a href=\"https:\/\/clickup.com\/blog\/client-onboarding\/\">client onboarding<\/a> through the power of automation. This gives all clients a consistent onboarding experience and ensures no information falls through the cracks<\/li>\n\n\n\n<li><strong>Drag-and-drop templates: <\/strong>You\u2019re a marketer, not a developer. Go with client reporting tools that allow you to customize no-code templates. Whether it\u2019s <a href=\"https:\/\/clickup.com\/blog\/progress-report-templates\/\">progress reports<\/a> or <a href=\"https:\/\/clickup.com\/blog\/sales-report-templates\/\">sales reports<\/a>, reporting templates save a ton of time<\/li>\n\n\n\n<li><strong>Data visualization<\/strong><strong>:<\/strong> Your clients are businesspeople, not marketers. They might not understand the technical mumbo-jumbo, so get a automated client reporting tool that offers visualization. Just drop in your client\u2019s data and generate easy-to-understand graphs that your stakeholders will love<\/li>\n\n\n\n<li><strong>Metrics and reporting:<\/strong> <a href=\"https:\/\/clickup.com\/blog\/kpi-examples\/\">Key performance indicators<\/a> (KPIs) and <a href=\"https:\/\/clickup.com\/blog\/okr-software\/\">objectives and key results<\/a> (OKRs) are a must-have for any client report. Whether it\u2019s SEO rankings, conversion rates, CTR, or other important metrics, your reports need to lean heavily into quantitative performance. Some reporting software offers interactive, real-time widgets to give clients a better understanding of current performance<\/li>\n\n\n\n<li><strong>White label reports: <\/strong>Sure, you\u2019re using a third-party tool to generate this report, but you want <em>your <\/em>name on the report, right? Choose client reporting software that allow for custom reports<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"2-the-10-best-client-reporting-tools-to-use-in-2024\">The 10 Best Client Reporting Tools for Marketing Agencies<\/h2>\n\n\n\n<p>You know what to look for in a client reporting tool, but who has the time to dig through the internet for reputable options?<\/p>\n\n\n\n<p>Don\u2019t worry\u2014we did the research for you. These 10 tools will streamline the client reporting process, save time, and <a href=\"https:\/\/clickup.com\/blog\/customer-retention-software\/\">boost client loyalty<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"3-1-clickup-\">1. <a href=\"https:\/\/clickup.com\/\">ClickUp<\/a><\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/05\/c10.png\" alt=\"ClickUp Marketing Campaign Management Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/login?_gl=1*11f3t4v*_gcl_au*MTkzMzM0Nzk5OS4xNzQ1MDAyMjgy\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get Started\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Get Started&quot;}\">Get Started<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">See the 15+ views in ClickUp to customize your workflow to your needs<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>Use <a href=\"https:\/\/clickup.com\/features\/dashboards\">ClickUp Dashboards<\/a> to track all of your clients\u2019 needs and progress in real-time. Think of it as your 100% customizable mission control center for all of your marketing efforts.<\/p>\n\n\n\n<p>But we know that agency work isn\u2019t just about getting results\u2014you also need to foster genuine <a href=\"https:\/\/clickup.com\/blog\/client-communication\/\">relationships with your clients<\/a>. <a href=\"https:\/\/clickup.com\/teams\/crm\">ClickUp CRM<\/a> is an excellent client reporting tool to manage and grow customer relationships alongside your tasks, metrics, and client communications. Track client satisfaction, historical data points, and more in List view, Table view, and <a href=\"https:\/\/clickup.com\/blog\/kanban-board-examples\/\">Kanban Board<\/a> view to see exactly where each account stands. ?<\/p>\n\n\n\n<p>If you invoice clients based on hours worked, use <a href=\"https:\/\/clickup.com\/features\/project-time-tracking\">ClickUp project time tracking<\/a> to track all team members\u2019 time by project and task with ease. You can even use the time-tracking data to create estimates and track your project budgets.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"4-clickup-best-features\">ClickUp best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Use the <a href=\"https:\/\/clickup.com\/templates\/project-status-report-kkmvq-6322970\">ClickUp Project Status Report template<\/a> to save time creating and formatting reports<\/li>\n\n\n\n<li>Set Goals, identify bottlenecks, and allocate resources within ClickUp Dashboards<\/li>\n\n\n\n<li>Share a link to each client\u2019s Workspace to display their results in real-time<\/li>\n\n\n\n<li>Use ClickUp CRM to <a href=\"https:\/\/clickup.com\/blog\/customer-database-software\/\">log all customer interactions<\/a>, metrics like customer lifetime value, and more<\/li>\n\n\n\n<li>Integrate emails and tasks with ClickUp CRM to quickly get context on each client<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"5-clickup-limitations\">ClickUp limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>ClickUp has so many features that beginners sometimes find the platform intimidating<\/li>\n\n\n\n<li>Some features, like <a href=\"https:\/\/clickup.com\/ai\">ClickUp AI<\/a>, are only available to paid accounts<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"6-clickup-pricing\">ClickUp pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free Forever<\/strong><\/li>\n\n\n\n<li><strong>Unlimited: <\/strong>$7\/month per user<\/li>\n\n\n\n<li><strong>Business:<\/strong> $12\/month per user<\/li>\n\n\n\n<li><strong>Enterprise: <\/strong>Contact for pricing<\/li>\n\n\n\n<li><strong>ClickUp AI <\/strong>is available on all paid plans for $5 per Workspace member per month<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"7-clickup-ratings-and-reviews\">ClickUp ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.7\/5 (8,300+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.7\/5 (3,700+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"8-2-klipfolio\">2. Klipfolio<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-58189\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/05\/Klipfolio-Dashboard-Example.png\" sizes=\"auto, (max-width: 911px) 100vw, 911px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/05\/Klipfolio-Dashboard-Example.png 911w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/05\/Klipfolio-Dashboard-Example-300x225.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/05\/Klipfolio-Dashboard-Example-768x576.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/05\/Klipfolio-Dashboard-Example-700x525.png 700w\" alt=\"Client reporting tools: Klipfolio\" width=\"911\" height=\"683\">\n<figcaption class=\"wp-element-caption\">Via <a href=\"https:\/\/www.klipfolio.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Klipfolio<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Klipfolio is a dashboard tool that connects to multiple data sources. If your clients demand to see real-time stats, this is the tool for the job.<\/p>\n\n\n\n<p>We like that Klipfolio comes with robust access permissions so you can customize which users, teams, and departments access and edit the data.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"9-klipfolio-best-features\">Klipfolio best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Connect Klipfolio to a SQL database, JSON files, and more<\/li>\n\n\n\n<li>Choose out-of-the-box metrics or create custom KPIs with PowerMetrics<\/li>\n\n\n\n<li>Share dashboards via email, PDF, or via the web<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"10-klipfolio-limitations\">Klipfolio limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Some users say the <a href=\"https:\/\/clickup.com\/blog\/best-knowledge-base-software\/\">knowledge base<\/a> is out of date<\/li>\n\n\n\n<li>Other users say technical knowledge is required for customizing connectors<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"11-klipfolio-pricing\">Klipfolio pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free<\/strong><\/li>\n\n\n\n<li><strong>Go: <\/strong>$125\/month<\/li>\n\n\n\n<li><strong>Pro<\/strong><strong>: <\/strong>$300\/month<\/li>\n\n\n\n<li><strong>Business:<\/strong> $800\/month, billed annually<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"12-klipfolio-ratings-and-reviews\">Klipfolio ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.5\/5 (250+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.7\/5 (180+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"13-3-databox\">3. Databox<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-40233\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/08\/image50-1400x658.png\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/08\/image50-1400x658.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/08\/image50-300x141.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/08\/image50-768x361.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/08\/image50-1536x722.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/08\/image50-700x329.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/08\/image50.png 1999w\" alt=\"Client reporting tools: Databox\" width=\"1400\" height=\"658\">\n<figcaption class=\"wp-element-caption\">Via <a href=\"https:\/\/databox.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Databox<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Databox is a mobile-friendly dashboard tool that allows you to build custom dashboards with zero coding knowledge. We like the robust notification rules, which will ping you if a client\u2019s metrics dip below a certain threshold\u2014a true must-have for anyone juggling dozens of clients at once. ??<\/p>\n\n\n\n<p>Use the Databox Scorecard feature to generate automated client reports on a daily, weekly, or monthly schedule. You can automatically send reports to clients via email or Slack, too, which is a real time-saver.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"14-databox-best-features\">Databox best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create Benchmark Groups to compare client performance to their competitors<\/li>\n\n\n\n<li>Track and visualize thousands of metrics at once<\/li>\n\n\n\n<li>Use Dashboard Designer to pull metrics, visualize them, and customize the look and feel of the report without any coding<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"15-databox-limitations\">Databox limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Databox doesn\u2019t have a lot of direct integrations, which means users often have to rely on tools like Zapier<\/li>\n\n\n\n<li>Some users say Databox\u2019s data source connections aren\u2019t intuitive<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"16-databox-pricing\">Databox pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free for three users<\/strong><\/li>\n\n\n\n<li><strong>Starter: <\/strong>$47\/month for five users<\/li>\n\n\n\n<li><strong>Professional: <\/strong>$135\/month for 15 users<\/li>\n\n\n\n<li><strong>Growth: <\/strong>$319\/month for unlimited users<\/li>\n\n\n\n<li><strong>Premium: <\/strong>$799\/month for unlimited users<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"17-databox-ratings-and-reviews\">Databox ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.4\/5 (180+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.7\/5 (190 reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"18-4-workzone\">4. Workzone<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-74728\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/Workzone-1.jpg\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/Workzone-1.jpg 1200w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/Workzone-1-300x231.jpg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/Workzone-1-768x591.jpg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/Workzone-1-700x539.jpg 700w\" alt=\"Screenshot of Workzone's dashboard\" width=\"1200\" height=\"924\">\n<figcaption class=\"wp-element-caption\">Via <a href=\"https:\/\/www.workzone.com\/client-portals\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Workzone<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Workzone is a <a href=\"https:\/\/clickup.com\/blog\/client-management-software\/\">client portal tool<\/a> that gives you web-based access not only to metrics but to all files and projects for each client. Share documents with clients, <a href=\"https:\/\/clickup.com\/blog\/team-collaboration\/\">collaborate with your team<\/a>, and record client approvals in the Workzone portal.<\/p>\n\n\n\n<p>Workzone also includes <a href=\"https:\/\/clickup.com\/blog\/best-project-management-tools\/\">project management tools<\/a> alongside your client reports, so it\u2019s much easier to manage your to-dos while tracking client metrics.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"19-workzone-best-features\">Workzone best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Workzone allows you to white label client portals<\/li>\n\n\n\n<li>Create a group calendar for each client to simplify scheduling<\/li>\n\n\n\n<li>Easily share feedback with the visual markup tool<\/li>\n\n\n\n<li><a href=\"https:\/\/clickup.com\/blog\/client-portal-templates\/\">Client portal templates<\/a> to get started<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"20-workzone-limitations\">Workzone limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Some users think the interface is outdated and not intuitive<\/li>\n\n\n\n<li>Other users say there are occasional delays and glitches<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"21-workzone-pricing\">Workzone pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Team: <\/strong>$24\/month per user<\/li>\n\n\n\n<li><strong>Professional:<\/strong> $34\/month per user<\/li>\n\n\n\n<li><strong>Enterprise: <\/strong>$43\/month per user<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"22-workzone-ratings-and-reviews\">Workzone ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.2\/5 (50+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.7\/5 (190+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"23-5-tapclicks\">5. TapClicks<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-74727\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/TapClicks.jpg\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/TapClicks.jpg 1024w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/TapClicks-300x300.jpg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/TapClicks-150x150.jpg 150w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/TapClicks-768x768.jpg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/TapClicks-700x700.jpg 700w\" alt=\"Screenshot of TapClicks dashboard\" width=\"1024\" height=\"1024\">\n<figcaption class=\"wp-element-caption\">Via <a href=\"https:\/\/www.tapclicks.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">TapClicks<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>TapClicks is a software suite comprising multiple tools, but it\u2019s a pretty robust client reporting tool, too. Automatically generate client reports for multiple data channels, like search, social, display, and even TV.<\/p>\n\n\n\n<p>Subscribing to TapClicks also gives you access to other solutions in the suite, including analytics, data pipelines, workflow automation, and order entry automation.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"24-tapclicks-best-features\">TapClicks best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>TapClicks integrates with Google Sheets, Looker Studio, Google Analytics, and more<\/li>\n\n\n\n<li>Create real-time, web-based client dashboards<\/li>\n\n\n\n<li>Build custom report templates in Report Studio<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"25-tapclicks-limitations\">TapClicks limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Some users report data discrepancies when porting data from other platforms into TapClicks<\/li>\n\n\n\n<li>Other users say the platform\u2019s integrations are buggy<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"26-tapclicks-pricing\">TapClicks pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Contact for pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"27-tapclicks-ratings-and-reviews\">TapClicks ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.3\/5 (310+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.3\/5 (170+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"28-6-domo\">6. Domo<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-74724\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/Domo.jpg\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/Domo.jpg 1200w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/Domo-300x143.jpg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/Domo-768x366.jpg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/Domo-700x334.jpg 700w\" alt=\"Screenshot of Domo's dashboard\" width=\"1200\" height=\"572\">\n<figcaption class=\"wp-element-caption\">Via <a href=\"https:\/\/www.domo.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Domo<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Domo might seem like a simple client reporting tool on the surface, but it\u2019s actually a data analytics juggernaut. This platform streamlines the client reporting process with business intelligence, analytics, data integration, and strict security protocols.<\/p>\n\n\n\n<p>Domo makes self-service analytics possible. Simply create the dashboard for your clients, and Domo will display their metrics in real-time. ?<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"29-domo-best-features\">Domo best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Need to build an app? Use Domo\u2019s low-code app creation tool to really wow your clients<\/li>\n\n\n\n<li>Convert Excel spreadsheets into visualized dashboards<\/li>\n\n\n\n<li>Create a custom reporting schedule to send reports to clients automatically<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"30-domo-limitations\">Domo limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Some users have issues understanding Domo\u2019s graphics tools<\/li>\n\n\n\n<li>Other users say Domo University resources are pretty technical and hard to follow<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"31-domo-pricing\">Domo pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Contact for pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"32-domo-ratings-and-reviews\">Domo ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.4\/5 (700+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.3\/5 (270+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"33-7-raven-tools\">7. Raven Tools<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-74726\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/Raven-Tools.jpg\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/Raven-Tools.jpg 1200w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/Raven-Tools-300x246.jpg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/Raven-Tools-768x630.jpg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/Raven-Tools-700x574.jpg 700w\" alt=\"Screenshot of Raven Tools dashboard\" width=\"1200\" height=\"984\">\n<figcaption class=\"wp-element-caption\">Via <a href=\"https:\/\/raventools.com\/marketing-reports\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Raven Tools<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Raven Tools is a drag-and-drop client reporting tool that automates reports for SEO, paid ads, social media, email, and even call-tracking campaigns. All of its reports are white labeled, so clients will think your business designed these gorgeous reports internally.<\/p>\n\n\n\n<p>It doesn\u2019t have the most integrations, but Raven Tools does integrate with over 30 other platforms. If your clients use a limited MarTech stack, this is a simple and affordable tool for the job.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"34-raven-tools-best-features\">Raven Tools best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Track SEO rankings, backlinks, organic traffic, and more automatically<\/li>\n\n\n\n<li>Use Raven Tools to run SEO audits for clients<\/li>\n\n\n\n<li>Pull in data from analytics tools, social media platforms, and PPC tools<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"35-raven-tools-limitations\">Raven Tools limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Users say some features, like ranking reports and keyword research, are hard to use<\/li>\n\n\n\n<li>Other users say data is occasionally out of sync<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"36-raven-tools-pricing\">Raven Tools pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Small Biz: <\/strong>$39\/month for two users<\/li>\n\n\n\n<li><strong>Start: <\/strong>$79\/month for four users<\/li>\n\n\n\n<li><strong>Grow:<\/strong> $139\/month for eight users<\/li>\n\n\n\n<li><strong>Thrive: <\/strong>$249\/month for 20 users<\/li>\n\n\n\n<li><strong>Lead: <\/strong>$399\/month for 40 users<\/li>\n\n\n\n<li><strong>Enterprise:<\/strong> Contact for pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"37-raven-tools-ratings-and-reviews\">Raven Tools ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.2\/5 (150+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.4\/5 (120+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"38-8-freshlime\">8. FreshLime<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-74725\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/FreshLime.jpeg\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/FreshLime.jpeg 1200w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/FreshLime-300x195.jpeg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/FreshLime-768x498.jpeg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/FreshLime-700x454.jpeg 700w\" alt=\"Client reporting tools: screenshot of FreshLime's dashboard\" width=\"1200\" height=\"778\">\n<figcaption class=\"wp-element-caption\">Via <a href=\"https:\/\/www.freshlime.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">FreshLime<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>FreshLime bills itself as a client reporting tool for small, local businesses. It\u2019s technically designed for business owners to use themselves, but agencies managing small business marketing can also glean value from this software.<\/p>\n\n\n\n<p>Use FreshLime to manage your clients\u2019 online reputations, increase their online exposure, and monitor their performance metrics over time.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"39-freshlime-best-features\">FreshLime best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Boost online visibility through listings, review generation, and customer re-engagement tools<\/li>\n\n\n\n<li>FreshLime includes helpful tools like a chatbot and sales management<\/li>\n\n\n\n<li>FreshLime calculates your clients\u2019 reputation scores and team member performance<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"40-freshlime-limitations\">FreshLime limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>FreshLime\u2019s reporting capabilities aren\u2019t as robust as the other software on this list<\/li>\n\n\n\n<li>Some users found the platform expensive and difficult to use<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"41-freshlime-pricing\">FreshLime pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Contact for pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"42-freshlime-ratings-and-reviews\">FreshLime ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.6\/5 (14 reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 3.2\/4 (4 reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"43-9-teamwork\">9. Teamwork<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-65247\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/06\/Teamwork.png\" sizes=\"auto, (max-width: 1092px) 100vw, 1092px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/06\/Teamwork.png 1092w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/06\/Teamwork-300x161.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/06\/Teamwork-768x412.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/06\/Teamwork-700x376.png 700w\" alt=\"Client reporting tools: Teamwork\" width=\"1092\" height=\"586\">\n<figcaption class=\"wp-element-caption\">Via <a href=\"https:\/\/www.teamwork.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Teamwork<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Teamwork is a popular project management and <a href=\"https:\/\/clickup.com\/blog\/task-management-software\/\">task management<\/a> tool for client reporting. Marketing agencies use Teamwork to break big projects into actionable tasks, cut down on repetitive work, and easily log all billable time.<\/p>\n\n\n\n<p>Use Teamwork to create reporting dashboards for your clients and your agency. Over time, you\u2019ll better understand the health of all projects in your pipeline.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"44-teamwork-best-features\">Teamwork best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Streamline new client onboarding with Teamwork\u2019s onboarding automation tool<\/li>\n\n\n\n<li>Track your team\u2019s capacity and tasks to minimize bottlenecks<\/li>\n\n\n\n<li>Manage client proofs and documents in one place<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"45-teamwork-limitations\">Teamwork limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Some users say the task views in Teamwork are hard to follow<\/li>\n\n\n\n<li>Other users say the interface is sometimes sluggish<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"46-teamwork-pricing\">Teamwork pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free Forever<\/strong><\/li>\n\n\n\n<li><strong>Starter: <\/strong>$8.99\/month per user<\/li>\n\n\n\n<li><strong>Deliver:<\/strong> $13.99\/month per user<\/li>\n\n\n\n<li><strong>Grow: <\/strong>$25.99\/month per user<\/li>\n\n\n\n<li><strong>Scale: <\/strong>Contact for pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"47-teamwork-ratings-and-reviews\">Teamwork ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.4\/5 (1,040+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.5\/5 (810+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"48-10-whatagraph\">10. Whatagraph<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-58184\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/05\/Whatagraph-Account-Dashboard-Overview-Example.png\" sizes=\"auto, (max-width: 720px) 100vw, 720px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/05\/Whatagraph-Account-Dashboard-Overview-Example.png 720w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/05\/Whatagraph-Account-Dashboard-Overview-Example-300x239.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/05\/Whatagraph-Account-Dashboard-Overview-Example-700x558.png 700w\" alt=\"Whatagraph Account dashboard\" width=\"720\" height=\"574\">\n<figcaption class=\"wp-element-caption\">Via <a href=\"https:\/\/whatagraph.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Whatagraph<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Whatagraph generates simple cross-channel marketing reports in just a few clicks. This client reporting tool combines multiple data sources to visualize data for sleek reports that turn heads.<\/p>\n\n\n\n<p>Instead of relying on connectors, Whatagraph allows you to pull data directly from each client\u2019s marketing sources. Thanks to its editable widgets, you\u2019re free to customize each report template to your heart\u2019s desire.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"49-whatagraph-best-features\">Whatagraph best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Link and edit hundreds of reports at once in seconds<\/li>\n\n\n\n<li>See all client metrics in the Overview tab<\/li>\n\n\n\n<li>All Whatagraph dashboards are interactive and live<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"50-whatagraph-limitations\">Whatagraph limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Several users say they had issues with Whatagraph customer service<\/li>\n\n\n\n<li>Other users say it\u2019s hard to build your own modules<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"51-whatagraph-pricing\">Whatagraph pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Professional: <\/strong>$223\/month for five users<\/li>\n\n\n\n<li><strong>Premium: <\/strong>$335\/month for 10 users<\/li>\n\n\n\n<li><strong>Custom:<\/strong> Contact for pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"52-whatagraph-ratings-and-reviews\">Whatagraph ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.5\/5 (250+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.4\/5 (80 reviews)<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"53-exceed-your-milestones-with-clickup\">Exceed Your Milestones With ClickUp<\/h2>\n\n\n\n<p>The digital marketing agency grind isn\u2019t always easy, but there\u2019s nothing more rewarding than seeing your hard work pay off. Simplify the client reporting process by choosing an all-in-one reporting tool that helps both you and your clients monitor campaign performance.<\/p>\n\n\n\n<p>There are plenty of options on the market, but ClickUp is the only client reporting tool that combines templates, time-tracking, invoicing, and more in one platform.<\/p>\n\n\n\n<p>We know you probably have a hefty MarTech stack\u2014why not streamline everything by switching to ClickUp?<\/p>\n\n\n\n<p>Try it for yourself: <a href=\"https:\/\/clickup.com\/signup\">Sign up for a ClickUp Free Forever account now<\/a>!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>#AgencyLife is a rollercoaster ride. As a digital marketing pro, you know how important it is to build rapport with your clients to weather the lows and celebrate the highs. Whether you work for B2B or B2C clients, it\u2019s important to prove your marketing agency\u2019s worth on a regular basis. The last thing you want [&hellip;]<\/p>\n","protected":false},"author":125,"featured_media":74723,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"ub_ctt_via":"","cu_sticky_sidebar_cta_is_visible":true,"cu_sticky_sidebar_cta_title":"Start using ClickUp today","cu_sticky_sidebar_cta_bullet_1":"Manage all your work in one place","cu_sticky_sidebar_cta_bullet_2":"Collaborate with your team","cu_sticky_sidebar_cta_bullet_3":"Use ClickUp for FREE\u2014forever","cu_sticky_sidebar_cta_button_text":"Get Started","cu_sticky_sidebar_cta_button_link":"","_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[223],"tags":[],"class_list":["post-74722","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-software"],"featured_image_src":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/client-reporting-tools-Blog-Feature.jpg","author_info":{"display_name":"Engineering Team","author_link":"https:\/\/clickup.com\/blog\/author\/engineering\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>10 Best Automated Client Reporting Tools for Marketing Agencies<\/title>\n<meta name=\"description\" content=\"Help your clients understand and fall in love with the work you\u2019re doing for them day-to-day with these slick client reporting tools.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, 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