Tax and accounting
54% better lead quality after using LeadJourney for marketing
Karsten Guhr
Managing Director
Read the storyAgency reporting software
Agency reporting software that shows clients revenue, not screenshots.
Every client gets a workspace where ad spend meets the leads, booked calls and closed deals in their own CRM.
- One workspace per client, one login
- Revenue from the client's own CRM
- New client live in 21 minutes
Rated by agencies that report in their clients' numbers
- TrustpilotRated 4.9 out of 5 on Trustpilot4.9
- G2Rated 5.0 out of 5 on G25.0
- CapterraRated 5.0 out of 5 on Capterra5.0
Client reporting at
Five clients, one login
Your workspace
Client workspacesSpend against closed revenue in each client's CRM, last 30 days
€80,800Client spend
777Leads
5.2×Blended ROAS
ClientSpendLeadsRevenueROAS
Northwind Logistics€24,600186€142,0005.8×
Fintory€18,200214€96,4005.3×
BuildRight€15,900128€88,0005.5×
Harbor Events€12,700152€53,9004.2×
Brightline Studio€9,40097€41,2004.4×
Revenue is closed-won in each client's own CRM. The client sees the same row when they log in.
The definition
What is agency reporting software?
In short
Agency reporting software gathers every client's marketing data (ad spend, traffic, leads and, in the better tools, the deals in the client's own CRM) into one workspace per client and presents it as a scheduled report or a live dashboard the client can open. Done well, it replaces the monthly ads manager screenshot with proof of what the retainer returned.
One workspace per client
Each client's ad accounts, tracking domain and CRM connection live in a workspace of their own, and the agency moves between them with one login. Nothing from one client ever appears in another's report.
Outcomes from the client's CRM
Leads, qualified leads, booked calls and closed revenue read from the client's own HubSpot, Pipedrive or Salesforce, so the report and the client's pipeline agree. See lead quality by channel.
A dashboard the client can open
A live, white label view scoped to the client's own numbers, open on any day of the month, rather than a PDF that is out of date the morning it is sent.
Delivery on a schedule
The weekly or monthly summary goes out by email, Slack or WhatsApp without an account manager assembling it, with the live dashboard one click away.
Why the monthly report does not renew the retainer
A dashboard tool shows the client what the ad platforms claim. The client trusts their CRM.
AgencyAnalytics, DashThis and their peers pull a hundred sources into a branded page, and every source is a platform grading its own homework. What the spend became in the pipeline is not one of them.
- Platform conversions are not leads. Meta and Google each claim the same person, so the dashboard adds up to more leads than the client's CRM ever received, and the client notices.
- Cost per lead hides quality. The cheapest campaign in the report is often the one feeding the client's sales team the leads that never pick up, and the report cannot tell the difference.
- Every client is a fresh build. A new client means a new dashboard, new connectors and new widgets, and the template breaks the moment their stack is different.
- The report is a snapshot. By the time the PDF is read the numbers have moved, and the client cannot click anything to check where a figure came from.
- Account managers become report builders. The days before month-end go into screenshots and commentary instead of into the campaigns the commentary is about.
- When a rival agency pitches, the client has no proof. "Those leads were ours" is hard to answer with a slide of impressions and click-through rates.
The agencies that keep clients are not the ones with the prettiest dashboard. They are the ones whose report matches the client's CRM.
Watch it
The client report that proves the retainer
One setup that ties every channel to real revenue in the client's CRM, and what that does to the renewal conversation.
1:36 minutesAll videos
Case studies
What changes once the attribution is right
One measured result per customer, with the person, the role and the company behind it.
SEO agency
95% clarity about marketing KPIs and a foundation to scale
Nikita Yatsun
Managing Director
Read the story
Klickkraft GmbH
Business coaching
€10-20k in monthly Meta spend, tied to qualified leads and revenue per ad
Florian Buck
Managing Director
Read the story
LinkedIn growth agency
2x customer retention, once every LinkedIn touchpoint was tracked to revenue
Marc Richard
CEO
Read the story
Digital publishing
Which article produced the lead and the revenue, across AI and organic search
Andreas Malkow
CEO & Head of PR
Read the story
SEO and GEO agency
Proven ROI on every retainer, from organic and AI search leads through to revenue
Philipp Nessmann
Managing Director
Read the story
Getreach
Backlinks marketplace (SaaS)
Integrations
Every source and every CRM, connected.
The ad platforms and channels a touchpoint can come from, and the CRMs the outcome is read back from. Open any tile for what exactly moves between LeadJourney and that tool.
Ad platforms
Spend, campaign structure and click IDs come in. Closed deals go back out as offline conversions.
Meta Ads
Google Ads
LinkedIn Ads
Microsoft Bing Ads
TikTok AdsSoon
Pinterest AdsSoon
Reddit AdsSoon
X AdsSoon
ChatGPT AdsSoon
AI search engines
The traffic your analytics still files under direct. No setup, the tracking script separates it.
CRM and sales
Lead stage and deal value flow in. Every campaign sees the revenue it actually produced.
HubSpot
Salesforce
Pipedrive
Attio
Close
GoHighLevel
ActiveCampaign
Odoo
Patch Retention
Podium
monday.comSoon
What the software does
Everything a client report has to do, per client and in one place.
Multi-client workspaces
Every client in a workspace of their own, with their own ad accounts, tracking domain and CRM, plus an agency overview across all of them. Switch clients in one click.
CRM outcomes per campaign
Leads, qualified leads, booked calls and closed-won revenue read from HubSpot, Pipedrive, Close or Attio natively, from Salesforce and 100+ others by webhook, so the report shows what each campaign put into the client's pipeline, not what the platform claimed.
Live client dashboards
A white label dashboard per client, scoped to their own workspace, open on any day of the month. Unlimited client logins, never a paid seat.
Scheduled sends
Weekly or monthly summaries built from the live data and delivered by email, Slack or WhatsApp on the day you choose, each with the dashboard one click away.
Spend from every ad platform
Meta, Google, LinkedIn and Microsoft Ads spend is pulled into each client's workspace automatically, so cost per lead, cost per booked call and ROAS per campaign compute themselves and match the invoice.
Atlas drafts the client summary
The AI analyst in every workspace writes the weekly client update from the live numbers, answers "why did Northwind's cost per lead rise?" and flags an anomaly before the client sees it.
Why the source matters
A report the client can verify in their own CRM is a report they stop arguing with.
A dashboard tool can only show what the platforms hand it, and every client knows the platforms flatter themselves. When the revenue line comes from the client's own CRM, the monthly call starts from shared numbers and the retainer is defended with return rather than clicks.
The reports
What the client sees, what the agency sees, and what goes out on the first of the month.
Your workspace
Northwind LogisticsSpend against closed revenue in HubSpot, last 30 days
ChannelSpendLeadsRevenue
Google Ads€10,20074€61,400Meta Ads€8,90068€44,800LinkedIn Ads€5,50028€29,600
Google organic€016€6,200ROAS on €24,600 spend5.8×
Every figure is closed-won in Northwind's own HubSpot, and Mira Schulz's login shows this same table.
The client report
One client's month, spend against their own CRM revenue per channel.
Open Northwind Logistics and the report is already built: what each channel cost, how many leads it produced, how many became booked calls and what closed. The client sees the same table when they log in.
- Spend, leads, booked calls and closed revenue per channel
- Drill from the channel to the campaign, the ad or the keyword
- Organic and AI search in the same table as paid
- Named leads and deals from the client's CRM behind every figure
Your workspace
Draft Fintory's monthly summary for Lena Vogt. What changed against last month?
You
Fintory, this month against last
- Closed revenue
- €96,400, up 14%
- Booked calls
- 58, up from 49
- Cost per booked call
- €314, down 11%
- Biggest mover
- Google Search, non-brand: 21 of the 58 calls
Computed from spend in Fintory's ad accounts and closed-won deals in Pipedrive. Draft ready to send to Lena.
- Send it to Lena by email on the 1st
- Why did LinkedIn's cost per call rise?
Atlas, the client summary
The client update, drafted from the live numbers before you ask for it.
Atlas sits on every client workspace. Ask for Fintory's monthly summary and it comes back with the numbers, the movers and the reason, computed from the ad accounts and the client's CRM.
- Weekly and monthly client summaries drafted per workspace
- Plain-English answers to "why did cost per lead rise?" across every client
- Anomalies flagged before the client notices them
- In the app, in Slack, and through the MCP server
Your workspace
Client reporting feedSent and opened, all workspaces, today
Live
Monthly summary sentNorthwind Logistics, #marketingAtlas draft, approvedDelivered- Monthly report sentFintory, Lena VogtReport and dashboard linkOpened
- Dashboard openedBuildRight, Tom BeckerCampaign report, 30 daysClient login
Weekly summary sentBrightline Studio, Marcus Reed4 booked calls this weekDelivered
Every send links to the live dashboard, so the client checks the number instead of asking for it.
Delivery log
Every report sent and every dashboard opened, on one feed.
A live log of what went out and what came back: the summary that landed in Slack, the report that went by email, the client who opened their dashboard on a Tuesday.
- Scheduled sends by email, Slack or WhatsApp, per client
- Dashboard opens by client logins, with the time
- Read-only access for the client's team, unlimited logins
- One feed across every workspace, filterable per client
A new client live in 21 minutes
Client reporting set up in three steps
No dashboard to build, no connectors to babysit, no developer hours from your side or the client's.
- 1About 5 minutes
Create the client workspace
Add one script to the client's site on a first-party tracking domain of their own. From that moment every ad click, session, form and call is recorded in their workspace and nowhere else.
- 2About 15 minutes
Connect their accounts
Connect the client's Meta, Google, LinkedIn and Microsoft Ads accounts for spend, and their CRM for the outcomes. Native for HubSpot, Pipedrive, Close and Attio, a webhook for the rest.
- 3Same day
Set the report and the schedule
Choose which CRM stages the client's report counts, who on their side gets a dashboard login, and when the summary goes out. The first report leaves the same day.
How it compares
A dashboard tool, a spreadsheet, and agency reporting software built on the client's CRM.
| What you need |   Dashboard tools (AgencyAnalytics, DashThis) | Ads manager screenshots + sheets | LeadJourney |
|---|---|---|---|
| Revenue from the client's CRM, per campaign | Partly: A CRM widget beside the ad widgets, not joined | No: Whatever the ads manager claims | Yes: Closed-won from the client's CRM, per campaign and ad |
| Each lead counted once across platforms | No: Each platform's own conversions, summed | No: Meta and Google both claim the lead | Yes: One journey per lead, deduplicated |
| The client can open live numbers | Partly: Shared dashboards, on platform data | No: A PDF, out of date when it is read | Yes: Live white label dashboard, unlimited client logins |
| Setting up a new client | Partly: New dashboard, connectors and widgets | No: Another sheet, another template | Yes: 21 minutes, one workspace |
| Who writes the commentary | No: The account manager | No: The account manager, at month-end | Yes: Atlas drafts it from the live data |
| Sends CRM outcomes back to the ad platforms | No: Read-only reporting | No: Manual offline uploads | Yes: Conversion APIs for Meta, Google, LinkedIn, Bing |
What changes
What agencies do differently once the report comes from the client's CRM.
The report matches the client's CRM
Revenue is read from the client's own pipeline, so the monthly call starts from numbers both sides already agree on.
Reporting hours per client
The report is built when you log in and leaves on its schedule, which is where the 15+ hours a month per client come from.
Churn at renewal
A client who sees their retainer tied to closed revenue every month does not shop around when the contract comes up.
Retainers defended with ROAS
"Your spend returned 5.8 times in closed deals" ends a pricing conversation that "CTR improved" only prolongs.
Clients who check for themselves
A client with a dashboard login opens it instead of emailing for a number, and trusts the report because they could have checked it.
One screen for every client
Spend, leads and revenue per workspace at a glance, the way Trustfactory and Klickkraft run their client books.
Original reviews
What our customers wrote, word for word
4.9 out of 5 across 11 public reviews. Quoted as they were left, shortened only by dropping whole sentences.
- 5 out of 5 starsGoogle
“Before LeadJourney, we had no reliable tracking concept for our five-figure ad spend. We were manually building spreadsheet and CRM reports, inaccurate and time-consuming. Within two days, everything was set up. For the first time, I know exactly what I pay per lead and which campaigns actually bring in the best-qualified prospects.”
Florian BuckCEO, Klickkraft GmbH “With LeadJourney we are able to track all our leads and connect them with sales and attribution data to make better decisions. In the first month of using it we scaled from 0 to 100k revenue from paid ads only.”
GetreachBacklinks Marketplace (SaaS)- 5 out of 5 starsG2
“LeadJourney finally fixed my Marketing Analytics. It goes way beyond basic Ad Tracking Software. The Customer Journey Report saves hours of digging, and capturing everything from Offline Conversions to AI Search Tracking makes it the Best B2B Attribution Platform available.”
Sascha LenzMarketing Manager
- 5 out of 5 starsTrustpilot
“Connected LeadJourney for 2 clients, setup took literally 20 minutes each. The data became more accurate, the reports actually make sense. Now clients look at the dashboard and the 'why don't the numbers match?' questions are gone.”
Alexander SamarPerformance Marketing Agency - 5 out of 5 starsGoogle
“With LeadJourney, we have finally found a tool that provides us with the data we need to scale our performance marketing campaigns. The most important KPI is no longer lead price but cost per qualified lead.”
Steffen SiesingCEO, Bilanzmanufaktur GmbH
- 5 out of 5 starsG2
“The ability to track both online and offline conversions in one unified dashboard has given us insights we never had before. Our ROI has improved dramatically since we started integrating LeadJourney with our CRM. We're finally able to see the full customer journey, and it's been a game changer for our strategy.”
Andre WitzelFounder, Trading.de - 5 out of 5 starsTrustpilot
“The ability to seamlessly integrate data from multiple channels and see real-time insights has significantly improved our campaign results. We now focus on metrics that truly matter, like ROI and qualified leads.”
Nikita YatsunCEO, RLV Media GmbH
Read the reviews where they were left
Common questions
Agency reporting software, the questions buyers ask
What agency owners and account managers want to know before they move client reporting off the dashboard tool.
How is LeadJourney different from AgencyAnalytics, DashThis or Whatagraph?
Those tools visualise the metrics each platform reports, so the dashboard is a nicer arrangement of the ads manager. LeadJourney owns the data underneath: it tracks every client's clicks first-party on their own domain, follows them to the lead, the booked call and the deal in the client's CRM, and reports spend against that. The report shows what the retainer returned, not what the platforms claim.
Can each client see their own dashboard, and can it carry our branding?
Yes to both. Every client workspace supports unlimited client logins with access to their own live dashboard and nothing else, and reporting is white label. A client who can open their numbers on any day trusts the monthly summary a great deal more.
How long does it take to set up a new client?
About 21 minutes: one script on the client's site on a tracking domain of their own, their ad accounts, their CRM. No developer hours from your side or the client's, and we do the first clients with you on a call if you prefer.
Which CRMs do my clients need to be on?
HubSpot, Pipedrive, Close and Attio connect natively with one-click OAuth. Salesforce and 100+ other CRMs connect through a webhook, Zapier, Make or n8n. You need a connection, not admin rights, and you choose which fields are read and written, so the client's existing setup stays as it is.
Can the monthly report go out by itself?
Yes. Set a schedule per client and the weekly or monthly summary is built from the live data and delivered by email, Slack or WhatsApp, with the dashboard one click away. Atlas drafts the commentary from the same numbers, so what leaves is a written update rather than a table of charts.
Does one client's data stay separate from another's?
Yes. Each client lives in an isolated workspace with its own tracking domain, ad accounts and CRM connection, and a client login sees only that workspace. Data is processed and stored in the EU, tracking is first-party and consent-aware, and a data processing agreement is part of every plan. The GDPR page lists the controls.
How does pricing work for an agency with many clients?
Agency plans include client workspaces well above what an agency of that size normally runs, client logins are unlimited, and the plan follows the combined spend across your workspaces. Onboarding your tenth client does not renegotiate your bill. The exact tiers are public on the pricing page.
Is there a partner programme for agencies?
Yes. Agencies that run LeadJourney for five or more clients with healthy setups can apply to be verified and listed in the agency directory, with a full profile, the badge for proposals and pitch decks, and introductions from the matching service at no cost per lead. The directory is how businesses looking for an agency that measures revenue find one.
See one client on live data
Send your next client report from their own CRM numbers.
Book a demo and bring one client account. We connect their ad accounts and CRM on the call and build the report they would receive on the first of the month.
Your workspace
Client report · Northwind LogisticsSeptember, revenue from the client's HubSpot
€18.2kSpend
9Customers
5.0xROAS
CampaignSpendLeadsRevenue
Sponsored content · ABM€8.2k48€52.0kSearch · non-brand€6.4k71€28.4kRetargeting · feed€3.6k39€10.6kThe client opened this dashboard four times last month. Nobody exported a CSV.
