Welcome to ClientView 👋

We hope you and your team enjoy the software. If you have any questions please send us a message at [email protected]

<aside> <img src="/icons/rocket_purple.svg" alt="/icons/rocket_purple.svg" width="40px" /> Partnerships or affiliate inquiries. Please email our co-founder, Tye. [email protected]

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Supported integrations 🔌

ClientView is in early stages are currently only supports the following connections:

1. Meta - Facebook business manager
2. GoHighLevel - For client CRM tracking

Need a specific CRM or connection? Please send us an email at team@tryclientview

<aside> <img src="/icons/reorder_purple.svg" alt="/icons/reorder_purple.svg" width="40px" /> Steps to begin tracking:

1. Create an account
2. Invite agency members
3. Connect webhooks to GHL snapshot
4. Create products
5. Create categories
6. Start adding clients
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