BEST-OF · 2026

Best Agency Software for Client Reporting and Dashboards

Client reporting is not one job. Some agencies need polished marketing reports, some need pipeline and revenue dashboards, and others need project-delivery visibility their clients can understand. We ranked this list from the fixed AgencySoftware index, then judged each tool against real reporting work: client accounts, CRM data, project status, campaign activity, billing visibility and the fees that change the maths. GoHighLevel leads if you want client sub-accounts, marketing operations and dashboards in one agency platform. HubSpot is stronger for lifecycle and revenue reporting, while monday.com fits agencies that care most about delivery dashboards and project status.

Reviewed by Marcus Taylor · how we score · Last updated 2026-06-30 · compare tools · affiliate disclosure

PICK

GoHighLevel 91/100 · EXCEPTIONAL EDITOR'S CHOICE

GoHighLevel is the closest thing the agency world has to an operating system. It bundles a CRM, email and SMS marketing, landing pages and funnels, calendars, pipelines and a deep automation builder into one account — and then lets you slap your own logo on it and sell it to clients as software. For agencies whose business is running marketing for other businesses, that combination is hard to beat.

✓ PROS

Replaces a stack of separate tools with one login
True white-label — sell it as your own product
CRM, email, SMS, funnels and automations in one place

✕ CONS

Steep learning curve — expect a slow first month
Can feel overwhelming until you turn features off

Best for: Agencies that want to run client marketing and resell software under their own brand

AT A GLANCE

Ease of use7.8/10

PricingFrom $97/mo

Agency fitWhite-label / resell

from $97/mo

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PICK

HubSpot 89/100 · EXCEPTIONAL BEST FOR SCALING

HubSpot started as a marketing tool and grew into a full CRM platform, and for agencies that lean inbound it is the safe, scalable choice. The free CRM is good enough to run a small pipeline on, and as clients grow you layer on the Marketing, Sales and Service hubs without moving systems. Everything ties back to a single contact record, which makes reporting genuinely useful.

✓ PROS

Genuinely good free CRM to start on
Marketing, sales and service in one record
Strong, well-rewarded agency partner program

✕ CONS

Professional tiers get expensive fast
Contact-tier pricing can surprise you

Best for: Agencies scaling inbound and managing their own plus clients pipelines

AT A GLANCE

Ease of use8.2/10

PricingFree CRM + paid hubs

Agency fitAgency partner program

Free, then $15/seat/mo

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PICK

Monday.com 86/100 · EXCELLENT BEST WORK OS

Monday.com is a work OS rather than a single-purpose tool. You start with boards and shape them into whatever the agency needs: a project tracker, a content calendar, a client pipeline, a dashboard for retainers. That flexibility is its strength and its trap, because the same blank canvas that adapts to your process will sprawl into chaos if nobody owns the setup.

✓ PROS

Bends to almost any workflow
Colourful boards the whole team will actually use
Doubles as projects and a light CRM

✕ CONS

Per-seat pricing adds up across a team
Can sprawl without setup discipline

Best for: Agencies wanting a customisable hub for projects plus light CRM

AT A GLANCE

Ease of use8.6/10

PricingFrom $9/seat (3 min)

Agency fitProjects + light CRM

from $9/seat/mo

Try free ↗ Read full review →

PICK

ClickUp 85/100 · EXCELLENT BEST VALUE PM

ClickUp tries to be the one app an agency runs its delivery on, and on value it largely succeeds. Tasks, docs, goals, whiteboards and native time tracking all live in one place, so the path from a brief to tracked, billable work never leaves the tool. For a price-conscious agency, that consolidation is the whole pitch.

✓ PROS

Packs projects, docs and time tracking into one app
Generous free plan that small teams can live on
From about $7/user/mo when you do pay

✕ CONS

Feature overload can overwhelm new users
Occasional performance lag on big workspaces

Best for: Agencies that want project management, docs and time tracking in one cheap tool

AT A GLANCE

Ease of use7.6/10

PricingGenerous free plan

Agency fitPM + docs + tracking

Free, then $7/user/mo

Try free ↗ Read full review →

PICK

ActiveCampaign 85/100 · EXCELLENT BEST EMAIL AUTOMATION

ActiveCampaign is where email gets serious. The automation builder is the best in this set — branching logic, conditional waits, behavioural triggers and segmentation deep enough to run genuinely sophisticated client campaigns. For an agency whose value is in clever lifecycle and nurture sequences, it gives you room the simpler tools do not.

✓ PROS

Best-in-class automation builder
CRM and email in one platform
Handles complex client campaigns well

✕ CONS

Automation builder has a learning curve
Pricing scales with contact count

Best for: Agencies running sophisticated email automation for client campaigns

AT A GLANCE

Ease of use7.4/10

PricingFrom $15/mo

Agency fitEmail + CRM automation

from $15/mo

Start free trial ↗ Read full review →

At a glance

Tool	Index	Ease	From	Free	Best for
GoHighLevel	91	7.8	from $97/mo	—	Agencies that want to run client marketing and resell software under their own brand
HubSpot	89	8.2	Free, then $15/seat/mo	✓	Agencies scaling inbound and managing their own plus clients pipelines
Monday.com	86	8.6	from $9/seat/mo	✓	Agencies wanting a customisable hub for projects plus light CRM
ClickUp	85	7.6	Free, then $7/user/mo	✓	Agencies that want project management, docs and time tracking in one cheap tool
ActiveCampaign	85	7.4	from $15/mo	—	Agencies running sophisticated email automation for client campaigns

Popular comparisons from this list

GoHighLevel vs HubSpot

The all-in-one resale platform vs the inbound CRM giant. Which should run your agency?

Monday.com vs ClickUp

The flexible work OS vs the all-in-one value pick.

GoHighLevel vs Monday.com

The white-label marketing platform vs the customisable work OS.

HOW TO CHOOSE

Choosing the right tool

Start with the reporting job, not the dashboard. A scheduled marketing report needs different software from a live project board, and forcing one tool to do both often creates manual work.

Map the data sources before you compare prices. GoHighLevel is useful when reporting sits beside CRM, funnels, email/SMS and client sub-accounts, but dedicated tools such as AgencyAnalytics, Whatagraph or Looker Studio may go deeper on marketing connectors.

Check whether the report is client-facing or internal. Client-facing reports need clean presentation and white-label options, while internal dashboards need pipeline, workload, profitability and delivery risk in one place.

Do the fee maths beyond the base plan. GoHighLevel starts from $97, HubSpot is Free then $15, and monday.com starts from $9, but seats, contacts, sub-accounts, usage fees, credits and reporting limits can change the total cost.

Choose the operating system if reporting is tied to day-to-day work. GoHighLevel makes sense for client marketing operations, HubSpot for CRM and revenue lifecycle reporting, and monday.com for project delivery visibility. A specialist reporting tool is better if the report is the product.

Watch the limits that appear later. HubSpot has dashboard and report limits by tier, monday CRM has dashboard and contact/deal limits by plan, and GoHighLevel has usage-based Agency Wallet costs for services such as phone, email and AI usage.

FAQ

What is the best agency software for client reporting?

GoHighLevel is the best fit if you want reporting tied to client sub-accounts, CRM, funnels, email/SMS, automations and agency operations. If your reporting is mainly CRM, revenue and lifecycle data, HubSpot is the better fit. If it is mainly project status, workload and delivery visibility, monday.com is the safer choice.

Should agencies use GoHighLevel or a dedicated reporting tool?

Use GoHighLevel if the report needs to sit inside the same system as client marketing operations. Use a dedicated reporting tool such as AgencyAnalytics, Whatagraph, Databox, DashThis, Swydo, Klipfolio or Looker Studio if your main need is polished multi-channel marketing reporting with scheduled client outputs.

Is HubSpot good for client reporting?

HubSpot is strong for CRM, lifecycle, sales, service and revenue reporting. The trade-off is cost complexity: seats, contact tiers, reporting limits, add-ons and payment platform fees can matter once you move beyond the free and lower paid plans.

Is monday.com good for client dashboards?

monday.com is a good fit for project and delivery dashboards, especially where clients need visibility into status, approvals, blockers and workload. It is not a dedicated marketing reporting platform, and its public pricing does not list monday-native payment-processing transaction fees.

Which tool is ranked first on this list?

GoHighLevel is ranked first here because it has the strongest overall fit for this use case in our current scoring model.