Industry

Fairview for Agencies

Track margin by client and channel.

Start free trialSee a demo

Overview

Why Agencies teams need operating intelligence

Track margin by client and channel. Agencies know total revenue per client but rarely know profit per client until project close — and by then it is too late to adjust scope, staffing, or pricing. Pipeline visibility depends on which account manager updated the CRM, and Monday leadership reviews consume hours of manual data assembly.

Agencies operators face a specific version of a universal problem: the data they need to make decisions lives in multiple disconnected tools. Revenue in one place, costs in another, pipeline in a third. By the time the numbers are assembled, the window for action has closed.

Fairview connects the tools Agencies teams already use and surfaces the operating metrics that drive decisions — margin by channel, pipeline risk, forecast confidence, and specific next-best actions.

The problem

What Agencies operators deal with

Client profitability is tracked in spreadsheets that lag behind reality

Revenue is growing but margins are shrinking — and no one can explain why

Pipeline visibility depends on which account manager remembers to update the CRM

Monthly reporting to clients takes days of manual data assembly

The cost of the status quo

What happens without operating intelligence

18%

of clients typically unprofitable when fully-loaded costs are allocated

6+ hrs

spent each week preparing leadership review decks from CRM and accounting data

40%

of stalling deals go unnoticed until the client stops responding

How Fairview helps

Features that matter

Margin Intelligence

Pipeline Health Monitor

Weekly Operating Report

Data Connection Layer

How it works

Three steps to operating clarity for Agencies

01

Connect your agency tools

Link HubSpot or Salesforce, QuickBooks or Xero, and ad platforms. Fairview reads client revenue, costs, and pipeline data automatically.

02

See margin by client

Margin Intelligence shows profit per client and channel. Pipeline Health Monitor tracks deal progression across all accounts.

03

Run a tighter operation

Weekly Operating Report automates the Monday review. Stalling deals and margin erosion surface before they become problems.

Integrations

Connects to the tools you already use

HubSpotSalesforceQuickBooksXeroGoogle Ads

What operators say

"We had two clients generating 30% of our revenue but less than 5% of our profit. Fairview showed us the numbers. We renegotiated scope and recovered $140K in annual margin."

Sarah Chen

COO, Lattice Digital (performance marketing agency, 35 employees)

Pricing

Plans for Agencies teams

Starts at $149/mo. 14-day free trial, no credit card required.

See pricingStart free trial

Explore more

Operating intelligence for other industries

Professional Services B2B SaaS Consumer Brands

Get started

Ready to see what Fairview does for Agencies?

Connect your Agencies tools in under 10 minutes. See your operating view by Monday.

Start free trialSee a demo

FAQ

Frequently asked questions

Yes. Fairview connects CRM and accounting data to calculate margin by client, channel, and project — showing which accounts are profitable and which are not.
Yes. Fairview connects to ad platforms (Google Ads, Meta Ads) alongside your CRM and accounting tool so you can track ad spend, revenue, and margin per client.
The Weekly Operating Report is designed for internal leadership. Client-facing reporting is not a core Fairview feature, but the data can be exported.
Growth plan ($349/month, up to 10 users, 5 integrations) covers most mid-size agencies. Scale plan for larger teams.

Ready to see your data clearly?

Stop reporting on last week.
Start acting on this week.

10 minutes to connect. No SQL. No engineering team. Your first dashboard is built automatically.

See your data in Fairview Start 14-day free trial

No credit card required · Cancel anytime · Setup in under 10 minutes