Deliver Impressive Client Reports, Effortlessly
Agencies: Auto-report campaign performance
Automate the entire client reporting process. Our AI agent gathers campaign data, creates beautiful, branded reports, and delivers key insights your clients will love.
See it in action
AI agent gathers campaign data
The Reporting Grind
Your account managers spend countless hours at the end of each month manually pulling data from different ad platforms, taking screenshots, and wrestling with spreadsheets to build client reports. It’s tedious, inefficient, and takes them away from strategic client work.
Deliver Impressive Reports
Key Features
Multi-Platform Data Aggregation
Automatically pulls all relevant campaign data from Google Ads, Facebook Ads, LinkedIn Ads, etc.
AI-Powered Insight Generation
Identifies which campaigns are performing best, highlights trends, and provides clear, written summaries of the results.
Branded, Automated Report Delivery
Uses your agency’s branded templates to create beautiful PDF reports, which can be automatically emailed to clients on a recurring schedule.
Use Cases
Use-Cases for Auto-report campaign performance
Digital Marketing Agency
Saved 40 hours of manual reporting work per month and improved client retention by 10%.
PPC Management Firm
Used AI insights to more effectively communicate campaign value, leading to higher client satisfaction.
Creative Agency
Automated weekly progress reports, which kept clients informed and reduced ad-hoc “how are things going?” emails by over 50%.
More Agent Template
Weekly Performance Reporter
Sends weekly reports on sales, support, and engagement metrics.
Pipeline health scorecard
Scores pipeline health across stages, velocity, and conversion rates.
Weekly sales summary email
Sends weekly summaries of sales activity, outcomes, and pipeline movement.
Daily motivational nudges
Sends motivational quotes, performance tips, and gamified challenges.
Donor engagement campaigns
Sends personalized updates, donation prompts, and impact stories to donors.
autonomous follow-up campaigns
Runs multi-step follow-up sequences without manual input, triggered by lead behavior.
Sentiment analysis on calls
Analyzes call transcripts to assess sentiment, urgency, and objections.
Hot Lead Notifier
Sends instant alerts for high-interest leads based on scoring and behavior.
Auto-analyze lost deals for patterns
Identifies reasons and trends behind lost deals to improve strategy.
Perfect reports
Value Proposition
Save dozens of hours of manual work per client.
Delight clients with professional, insightful reports.
Free up your account managers to focus on strategy.
Standardize your reporting process across your agency.
FAQ
Yes, the agent can populate your existing PDF or slide deck templates.
It looks for statistical anomalies and trends to surface interesting findings.
Yes, you can set them to run daily, weekly, or monthly for each client.
All major platforms including Google, Meta, LinkedIn, TikTok, and more.
Yes, there is a section where your team can add their own strategic analysis before the report is sent.
Automate with AI
Start your free trial today.
Stop spending time on reports. Start delivering value. Automate your client reporting and delight your customers. Activate your Agency Reporting Agent.
CRM Software has this features:
Every business does things a little bit differently, leading to very diverse needs. While there are some functions that are quite standard across the board, there are often functions that an out-of-the-box solution may not be able to handle.
Thousands of businesses do not use their CRM to its maximum effect, which can reduce productivity, customer satisfaction, and sales. It can be difficult for an organization to implement or manage a CRM tool, especially if they lack the required IT expertise, and what works well for another organization may not work so well for yours
Archiz CRM will Help you with Following features