For agencies running 10 to 200+ client accounts
Every client, one screen, and a warning before one of them quits.
Agency Pulse pulls every client account in your CRM onto one dashboard, scores each client's health, alerts you when an account goes quiet or stops working, and emails each client a branded monthly report for you.
| Client | New leads | Oldest unanswered | Appts | Health |
|---|---|---|---|---|
| Bright Smile Dental | 162 ▲ 8% | 1h 12m | 118 | 91 |
| Summit Roofing | 21 ▼ 64% | 3h 05m | 9 | 38 |
| Glow Med Spa | 74 ▼ 6% | 2d 4h | 41 | 52 |
| Iron Gym | 55 ▲ 3% | — | 30 | 44 |
| Harbor Law | 12 | 40m | 6 | New |
Sound familiar?
- “I find out a client is unhappy when they cancel.”
- “I open 40 dashboards every Monday just to see who's okay.”
- “I pay $25 per client for a reporting tool that can't see my whole agency.”
- “Building monthly reports by hand eats a full day I don't get paid for.”
How it works
- 1
Install once
Connect it to your agency in one step. No setup inside each client account.
- 2
Every client account appears
We find all your client accounts automatically, including new ones you add later.
- 3
Get warned early
Each client gets a health score. You get an alert when leads dry up, messages go unanswered or an automation stops sending.
- 4
Reports send themselves
Each client gets a monthly report with your logo and colors, emailed from your agency. Nothing with our name on it.
Alerts that catch a client before they cancel
Checked every day for every client. Sent by email, with an optional Slack message. You choose the thresholds.
Going quiet
New leads down by half, or none in 14 days.
Nobody is answering
An inbound message has sat unanswered for over 24 hours.
Automation looks broken
A client who normally sends 20+ messages a week sent none in 7 days.
Appointments drying up
Bookings down by half, or no-shows above 30%.
Early-access pricing
One price for your agency, not per client. 14-day free trial. Annual plans get 2 months free.
Starter
$79/month
Up to 15 client accounts
Growth
$179/month
Up to 50 client accounts
Scale
$349/month
Up to 150 client accounts
More than 150 client accounts? Email us for a custom plan. For comparison: per-client reporting tools run $20–$25 per client, so 20 clients costs $400–$500 a month. Prices may change before launch.
Questions
Which CRM does it work with?
HighLevel, including white-labeled versions of it. You install it once at the agency level.
Does it replace the CRM's dashboards?
No. It sits on top of them across every client account, so you see all your clients side by side instead of one at a time.
Does it read my clients' messages?
No. It stores counts and timestamps, not message bodies. No contact names, emails or phone numbers are kept.
Does it change anything in my client accounts?
No. It only reads. It never sends messages, edits contacts or changes automations.
Will my clients see your name?
No. Client reports carry your logo, your colors and your agency's name, and they're emailed from you.
How is it billed?
Through the CRM's app marketplace, on the card your agency already has on file. There's a 14-day free trial, and nothing is charged to your clients.
When can I use it?
We're opening early access to a small group of agencies first. Join the waitlist and we'll email you when your spot is ready.
Get early access
We're letting a small group of agencies in first. Tell us a little about yours and we'll be in touch.