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As a lead gen agency, your clients expect total transparency over campaign performance.
But you don’t want to spend valuable time building reports that could be better spent generating leads.
To help you out, we’ve collated the 12 best client reporting tools for lead gen agencies, including their key features and pricing information.
Let’s get into it…
| Tool | Best Feature | Pricing |
|---|---|---|
| QuickMail | Send-day attribution tracks results to the day an email was sent. | Included in Pro and Expert plans |
| Looker Studio | Customize reports with annotations and branding. | $0 – $9 per user per project per month |
| Airtable | Build custom reports using the no-code interface. | $20 – $45+ per seat per month |
| ClickUp | Use built-in AI to find instant answers to data questions. | $0 – $19+ per user per month |
| AgencyAnalytics | Identify data trends and insights using AI. | $79 – $479+ per month |
| Klipfolio | Personalize dashboards with custom variables, CSS features, and Javascript file uploads. | $110 – $1,025 per month |
| Databox | Tracks goals and KPIs for all clients from one screen. | $59 – $999+ per month |
| Funnel | Display sales data through built-in dashboards or third-party platforms. | Unlisted |
| DashThis | Pull in proprietary data via automated CSV imports. | $49 – $449+ per month |
| Zendesk Sell | Give reps easy access to their own sales data. | $69 – $219 per user per month |
| TapClicks | Schedule daily, weekly, or monthly report sharing. | $99 – $649 per month |
| Bold Reports | Create custom reports through a simple WYSIWYG interface. | $445+ per month |
1. QuickMail
Get unparalleled real-time visibility into campaign performance with send-day attribution for each client, right down to campaign level (including every sequence step, with A/Z testing).
Add unlimited team members and email addresses on all agency plans.
Get five client workspaces as standard, plus the ability to add more as you scale up (from $49 per workspace per month).
Build automated workflows to take each lead from import to “deal won”.
Pricing
QuickMail agency pricing starts at $399 per month for up to 100,000 leads and 300,000 monthly email sends. Our agency reporting portal is available on our Agency Pro and Agency Expert plans ($599 – $799 per month). All agency plans include a 21-day free trial.
For more information, check out QuickMail’s agency price plans.
2. Looker Studio
What Is It?
Looker Studio, formerly known as Google Data Studio, is Google’s platform for transforming campaign data into fully customizable reports and dashboards.
Key Features
Share campaign data with clients through line, bar, and pie charts, geo maps, bubble graphs, pivot tables, and more.
Leverage viewer filters and date range controls to make your reports interactive.
Add annotations and branding to your reports with text and images, and add your own styles and color themes.
Speed up report creation with built-in sample reports.
Invite clients to view your reports, or send reports to clients via scheduled emails.
Pricing
Looker Studio is free for creators and report viewers. Or upgrade to Looker Studio Pro for $9 per user per project per month to access support and expanded admin features, including team content management.
3. Airtable
What Is It?
Airtable is a SaaS platform that combines database capabilities with spreadsheet functionality, allowing customers to organize data, assign tasks, and manage project timelines.
Key Features
Create dashboards of charts, graphs, and top-line metrics using Airtable’s out-of-the-box extensions.
Build your own reports using the no-code interface.
Alternatively, create your own systems using scripting, the extensions SDK, or by developing through the robust APIs.
Pricing
Airtable is free for unlimited “bases”, with up to 1,000 records per base and five editors. Paid plans include more advanced features and higher usage levels, with prices ranging from $20 – $45+ per seat per month (billed annually).
4. ClickUp
What Is It?
ClickUp is mostly used for project management and productivity. But it also offers real-time data reports and dashboards, making it an effective client reporting tool for lead gen agencies.
Key Features
Build a custom sales dashboard to track and highlight the metrics that matter most to your business and clients.
Invite clients to view ClickUp as guests.
Share real-time project updates via a dedicated client portal.
AI-powered ClickUp Brain functionality can find instant answers to your questions by browsing data from every dashboard (paid plans only).
Pricing
ClickUp is free for unlimited tasks and team members, with up to 100 MB of storage. Paid plans range from $10 – $19+ per user per month, including unlimited storage and integrations.
5. AgencyAnalytics
What Is It?
As the name suggests, AgencyAnalytics is a client reporting platform built for agencies — although we should note it’s predominantly designed for digital marketing agencies rather than for lead generation. Still, its feature set makes it well worth considering for lead gen agencies too.
Key Features
Build automated, client-ready reports tailored to each client’s specific key performance indicators (KPIs) and objectives.
Seamlessly integrate data from 80+ platforms.
Create white-labeled reports and dashboards using the drag-and-drop report builder and customizable widgets.
Send white label reports from your agency’s email and create shareable dashboard URLs using a custom domain (not available on entry-level plan).
Use built-in AI tools to instantly uncover data trends and actionable insights (not available on entry-level plan).
Pricing
AgencyAnalytics plans range from $79 – $479 per month. Each plan includes a set amount of client campaigns (from five on the entry-level Launch plan to 15 on the top-tier Perform plan), with an extra monthly fee (starting at $12 per month) per additional campaign.
6. Klipfolio
What Is It?
Klipfolio is a cloud-based analytics platform that allows users to collect, share, and display information in real time. While not a dedicated agency tool, Klipfolio does highlight sales dashboards as one of its (many) use cases.
Key Features
Build sales dashboards to share performance data through interactive reports featuring charts and graphs.
Personalize your dashboard with custom variables, CSS features, and Javascript file uploads.
Perform calculations, add logic, and customize data for individual clients with Excel-like formulas and functions.
Buy the white label add-on to replace Klipfolio branding, logos, terminology, and colors with your own.
Create dashboard templates once then share them with clients automatically via scheduled email snapshots or reports.
Pricing
Klipfolio’s agency plans range from $110 – $1,025 per month, with higher-tier plans offering more dashboards and clients, more frequent data refreshes, and premium features like priority support.
7. Databox
What Is It?
Databox is a business analytics tool designed for leadership, marketing, and sales teams, with a particular focus on SaaS, ecommerce, and agencies.
Key Features
Create comprehensive report dashboards with zero coding through the drag-and-drop interface.
Choose your preferred data visualizations and compare performance against other timelines in just a few clicks.
Build dashboard templates once, then reuse them for every client.
Keep track of goals and KPIs for all clients via a single screen.
Purchase the white label add-on to build your own branded reporting web app on a custom domain (including the ability to share automated performance alerts and scorecards from your own email address).
Pricing
Databox offers dedicated plans for (marketing) agencies, but doesn’t list the prices — so you’ll have to ask for a quote. Standard plans range from $59 – $999 per month, while Databox also has a free-for-life plan for up to three users and three dashboards. White labeling costs an additional $250 per month as an add-on to any paid plan.
8. Funnel
What Is It?
Funnel is predominantly a tool for managing, displaying, and making sense of marketing data. But it has plenty of features that you'd want in client reporting software for lead gen agencies too.
Key Features
Track budget and performance via a single view.
Access all the data you need in an easy-to-manage table.
Display data through built-in custom dashboards or via third-party platforms like Power BI and Tableau.
Pricing
Funnel is free for up to four “connectors” (data sources) and one data visualization tool (you can display data via Funnel dashboards or through third-party tools like Google Sheets and Looker Studio). It doesn’t publish prices for any of its paid plans, so you’ll have to book a demo to learn more.
9. DashThis
What Is It?
Once again, DashThis is built for marketing teams and agencies rather than for sales, but its simple-to-use and affordable dashboards make it a potential solution for lead gen agencies too.
Key Features
Gather data from any combination of integrations in every dashboard.
Automatically populate dashboards with fresh data.
Set up CSV file imports to automatically add your own proprietary data to dashboards.
Get started fast with preset and custom dashboard and report templates.
Add unlimited team members to your account and give clients access to their own real-time dashboards.
Pricing
DashThis pricing ranges from $49 – $449+ per month, with higher-tier plans offering more dashboards. All but the entry-level Individual plan allow you to build white-label dashboards at no extra cost (including your own custom domain and email).
10. Zendesk Sell
What Is It?
Zendesk offers a whole suite of customer service and sales tools. Its sales solution — Zendesk Sell — is built around a dedicated sales CRM, so it does a whole lot more than “just” reporting. Use it for everything from sales forecasting to contact management to activity tracking.
Key Features
Capture daily snapshots of your data and translate it into 25+ visual reports.
Give reps access to their own sales data, including their progress toward key metrics and how they’re performing compared to their colleagues.
Share sales dashboards with clients and other external users, even if they don’t have a Zendesk account.
Identify top and bottom-performing reps and understand which performance metrics and deals are driving performance.
Pricing
Zendesk Sell pricing ranges from $69 – $219 per user per month, although advanced and customized sales reporting features aren’t available on the entry-level plan.
11. TapClicks
What Is It?
TapClicks is an AI-driven reporting and analytics platform with more than one million users across multiple industries, including ecommerce, healthcare, and media.
Key Features
Automatically create high-resolution, high-quality reports and dashboards, then customize them with your own branding.
Transform data into shareable reports using the drag-and-drop editor, customizable dashboard templates, and dynamic variables.
Schedule automated report sending on a daily, weekly, or monthly basis, or download data for instant sharing.
Customize logos, color schemes, login screens, client welcome emails, and more.
Customize everything from logos and color schemes to login screens and welcome emails
Pricing
TapClicks pricing ranges from $99 – $649 per month. Every plan includes up to 10 clients and unlimited users.
12. Bold Reports
What Is It?
Bold Reports is a business intelligence platform used by big names like Intel, Siemens, and Verizon. While it isn’t specifically designed for agency use, it allows users to create customizable reports and dashboards and share them with external stakeholders.
Key Features
Schedule and share reports with your clients via email.
Export reports to a wide range of formats, all of which can be encrypted and compressed to keep your data secure.
Build and edit client reports using no-code drag-and-drop functionality and review your work on the fly with the WYSIWYG interface.
Assign roles and permissions to control who can access published reports.
Pricing
Bold Reports has a range of pricing options, based on whether you want a standalone or embedded reporting option, if you want it to be self-hosted, and how many servers you need. Prices start at $445 per month (annual contracts only).
Delight Clients With Beautiful Reports From QuickMail
QuickMail might not be a dedicated reporting and analytics platform.
But it does offer all the tools you need to build high-converting cold outreach campaigns, analyze performance right back to the moment an email was sent, and share the results with your clients.
As a lead gen agency, you’re going to need an outreach solution anyway. So it makes sense to choose one with the most advanced analytics functionality on the market — and that’s QuickMail.
For a full overview of how QuickMail can help your agency, speak with us.
