Branded Reports
Generate white-labelled PDF reports per sub-account — your logo, your colors, your domain. Clients see your brand, not ours.
Client Report Portal
A branded, no-login portal where your clients view their latest reports and historical trends — fully white-labelled per sub-account.
Ad Platform Connections
Connect Meta Ads and Google Ads alongside your CRM data so every report tells the full marketing-to-close story in one place.
AI Executive Summary
Every report opens with a plain-English summary of what moved, what mattered, and what to do next — generated automatically from the underlying data.
Auto-Send Scheduler
Set it once — reports generate and email themselves to each client on a recurring schedule, no manual exports or follow-ups.
CRM Contact Sync
Every sub-account syncs its CRM contacts and pipeline data automatically, so your reports always reflect live CRM activity.
PDF + Email Delivery
Every report exports to a clean, print-ready PDF and delivers straight to your client's inbox — or download it yourself for a review call.
Multi-Account
Manage reporting for every sub-account from one dashboard — add, brand, and schedule reports across your whole client roster.