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Top 4 Client Reporting Software for Marketing Agencies

Any customer service is termed useful by the quality of the results. One factor that authors great results is time management. A marketing agency should spend more time on what matters most. Saving time whenever possible is highly important for proper time management. Consider using client reporting software to expedite the report creation process.


While marketing reports are essential, they are time-consuming if done manually. This article identifies for you the best client reporting software recommended by top marketing experts. They are must-have tools that can help with reporting while you execute marketing projects.

Whatagraph - Client Reporting Software

Whatagraph presents fully automated reports making it a perfect tool for marketing agencies reporting. Firstly, it allows scheduling automated marketing reports to clients for daily, monthly, or quarterly reporting. The report hits your client’s inbox at the time of your choice and you receive a delivery report summary.

Whatagraph allows you to automate entire client reporting process.

Additionally, the report reviewing feature allows making edits before sending the report. So, checking this option prevents any report from being sent without reviewing.

Example of client reporting software Whatagraph and reports it can create.

This software enables you to see a single report of the performance of multiple marketing channels. So you can track and compare several marketing campaigns. For instance, you can select a metric to compare how the landing pages of different data sources are performing.

You can promote your brand by customizing reports with your logo. This includes modifying colors to match your domain and removing Whatagraph branding. It’s a client reporting software with extremely flexible marketing reporting.

Google Analytics

Google Analytics (GA) comes in handy to fulfill the demands for reports that quantify clients' results. It provides a wealth of data shareable with clients. Useful metrics that work with Google Analytics include Audience Overview, Average Engagement, and All-traffic Report under Acquisition (ARA).

The Audience Overview reports trends of traffic over time. ARA indicates from where the traffic is coming. Nevertheless, there may be those metrics that may be more meaningful to your client. Google Analytics will allow you to configure for those metrics that suit clients’ specific needs.

One unique feature of GA is Goal Conversions. It’s the absolute way of tailoring it to the client’s needs. You can implement a goal for any visitor’s activity. Reports on goal conversion are what distinguish various clients’ reports that share a standard report template.

Despite Google Analytics is free, it’s the most robust system for traffic analysis. It’s easy to use if set up properly. The best part of Google Analytics is that it keeps getting better.

Wordsmith for Marketing

This software provides elaborate white-labeled clients reports. It can save Marketing Agency’s labor cost by about $12,000 per month. Wordsmith will provide a report with over six pages that include notes, charts, and tables.

You get to know how every channel is driving conversions. Areas of coverage include SEO, social media, content marketing, and advertising. Before sending the report, the Agency can review it for any edits. You can schedule it for dispatch to the client weekly, monthly, or quarterly.

This software by Automated Insights will provide roughly 500 reports per month.

The marketing agencies that have used the tool have reported loving its use of natural language generation. It’s a technology that converts sophisticated data into clear and understandable human narratives. It’s a feature that makes it usable to even non-technical users.

Therefore, Wordsmith for marketing is an enabler for working for any industry. Whether its game, video or football, it’s easy to generate reports from any data.

Raven Tools

Raven tools are the absolute solution to the marketing needs of any Agency. It’s the way to access accurate data important for marketing decisions. You’ll not be disappointed about getting good results for your clients. Raven tools make your effort towards traffic, leads and customer search fruitful.

This client reporting software provides a feature for examining the client’s site against competitors. It helps to analyze and compare domain authority, lead time, backlinks and others. Furthermore, the research center helps to analyze a competitor’s website.

WYSIWYG reports help you to manage your data as what you see is how your target site is performing. Thus, you can know if SEO is performing or Ads are generating leads as expected. The graph or chart feature serves as a visual aid to monitor progress and conceptualize white label clients' reports.

Published on Feb 14, 2020




Former data analyst and the head of Whatagraph blog team. A loving owner of two huskies, too.

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