The client management problem every agency faces
As your agency grows, client management gets messy. Client data lives in spreadsheets. Reports are scattered across Google Drive. Requests come in through email, Slack, and phone calls. You spend more time managing the chaos than doing the work.
Agency Glance consolidates the client-facing side of your agency into one platform. Each client gets a dashboard with their performance data, a portal to submit requests, and automated reports delivered on schedule. You get a single admin panel to manage it all.
It's not a replacement for your project management tool or your CRM. It's the missing piece between those internal tools and your clients — the layer that keeps clients informed and reduces the communication overhead that eats into your margins.
Everything in one platform
Client Dashboards
Live dashboards with Google Ads, Analytics, and Search Console data for each client.
Automated Reports
Branded PDF reports generated and delivered on a weekly or monthly schedule.
Request Tracking
Kanban board for managing client requests with priorities, assignments, and status tracking.
Client Portal
Secure login for each client to access their dashboard and submit requests.
White-Label Branding
Your logo, colors, and custom domain. Clients see your brand, not ours.
Team Management
Invite team members to manage clients and handle requests alongside you.
Add and manage clients in seconds
Adding a new client takes less than a minute. Enter their details, connect their Google accounts, and send them an invite.
- Simple client setup wizard
- One-click Google account connection
- Email invitation system
- Client status tracking and organization
Track requests with a visual Kanban board
Client requests flow into a Kanban board where you can assign them to team members, set priorities, and move them through your workflow.
- Drag-and-drop Kanban interface
- Priority levels and due dates
- Team member assignments
- Client-visible status updates
Frequently asked questions
Not exactly. Agency Glance focuses on client-facing dashboards, reporting, and request management. It's the layer between your agency and your clients. For internal project management, you'd still use tools like Asana or ClickUp.