Lead tracking for marketing agencies
Prove your value, client by client.
Trackfully was designed around the agency shape: one workspace, many client accounts, each with its own tracking, leads and reports. Client separation is enforced in the database, so a client user can never see another client's data.
Every client under one login
Switch between client accounts in two clicks; pause or archive them as retainers change.
Client-scoped access
Invite clients safely: they see their own leads and reports, nothing else — enforced by row-level security, not just the interface.
Reports that send themselves
Schedule any report to a client's inbox daily, weekly or monthly. No login needed to read it.
Cost per lead, per client
Import spend from GA4 and Google Ads (or add it manually) and show exactly what each campaign's leads cost.
Channel groupings
Bucket channels the way you talk about spend — 'Paid' = paid search + paid social — applied across every chart.
Granular roles
System and custom roles with per-permission control; a member can never grant more than they hold.
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