PPC and paid social
Prove which campaigns brought customers, then send them back to the ad accounts.
- Platform claims beside real leads
- Cost per good lead by campaign
- Won deals synced to Google, Meta, and ChatGPT Ads
Marketing attribution for agencies
Marketing attribution software that proves agency ROI
Show every client the leads and revenue your work brought in, on one screen, in reports with your name on them.
Free 7-day trial. Three client websites on the Agency plan.
Used by agencies running paid, SEO, and lead gen for their clients
Real client conversations
Clients rarely leave over results, only over results they can't see
Every client asks these sooner or later. Pick one to see your answer.
Your answer
Leads and revenue by channel, on one screen
- Revenue by channel
- First and last touch side by side
- Live link on your domain
Your answer
Platform claims next to the leads that really came in
- Platform vs. real, per channel
- Each customer counted once
- Revenue from their CRM
Your answer
Junk filtered out, cost per good lead by campaign
- Spam and job seekers marked
- Answered calls count as good
- Cost per good lead
Your answer
The first click is still attached when the deal closes
- Every touch, first ad to deal
- Original campaign kept
- Won deal sent to their ads
Built for your kind of agency
Whatever you run for clients, show what it earned
Local service and lead gen
For clients who win customers by phone, booking, or quote form.
- Every call tied to its ad and keyword
- Answered calls over 60s count as good leads
- Won jobs from Jobber or the CRM, credited
SEO and content
Show that organic and AI search bring leads and revenue.
- Leads and revenue by landing page
- ChatGPT and AI search as their own source
- First touch kept until slow deals close
Running the agency
From the day you sign a client to every monthly report
Day one
A new client live within the hour
Add their site, connect their CRM and ad accounts, then copy your channel and lead quality rules from a client you've already set up.
- Your rules copied in a few clicks
- Every change previewed before it goes live
Copy rules to other clients
From N northwind.co
What to copy
Copy to
Lledgerly.app2 → 8 lead rules
Kkestreloutdoor.com+6 channel rules
Hharborline.com1 status to match
Fflowdesk.ioNot selected
Saved as drafts. Nothing changes until you publish. CancelCopy to 3 clients
Every day
Catch a problem before the client does
Every client gets a status. A site that stops sending visits, an ad account about to sign out, or a day with no leads jumps to the top, with the fix one click away.
- Broken and at-risk clients sort first
- Every ad, CRM, and payment connection checked
- Clients log in to their own site, and nothing else
Home
ClientsThis month
ClientStatusLeadsCost / leadAds Fflowdesk.ioBroken71-4%$52 Hharborline.comAttention106$20 Lledgerly.appHealthy177+11%$26 Kkestreloutdoor.comHealthy107+7%$58
Hharborline.comAttention106$20 Lledgerly.appHealthy177+11%$26 Kkestreloutdoor.comHealthy107+7%$58 Broken flowdesk.io · No visits for 2 days. The tracking code may have been removed. Check tracking
Every week
Every client's numbers, in Slack and email
Set one alert for all your clients, like a weekly summary or a cost per lead above target. Each message names the client, so your team knows who to call.
- One alert covers every client
- Weekly, or the moment a number crosses a line
# client-alerts
Weekly summary, 4 clients
ClientGood leadsCost / lead Lledgerly.app94$26 Kkestreloutdoor.com61$58 Fflowdesk.io38$52 Hharborline.com27$68
harborline.com · Cost per lead is $68, above your $45 target
The same alerts can go to any inbox
Every month
Reports with your agency's name on them
Build one report, reuse it for every client, and send it as a live link or a deck.
A live link, always up to date
Lock it to last month, add a password, and see how often it's opened.
A deck for the monthly call
PDF or editable PowerPoint, with your cover and closing page.
Your brand on every report
Your logo, colors, and domain, plus a brand for each client.
A Monday with SourceLoop
Your week, with every client in hand
What a normal Monday looks like when every client's leads, health, and reports run themselves.
- 01
9:00 One digest, every client
Leads, good leads, and the top source for each client, in one Slack message.
- 02
9:05 A flag, fixed early
One client's tracking went quiet on Saturday. You fix it before they ever notice.
- 03
10:30 The report is already done
Send the live link on your domain. No screenshots, no slides to rebuild.
- 04
All week, smarter ads
Good leads and won deals flow back to each client's Google, Meta, and ChatGPT Ads.
AI for your agency
Ask Claude or ChatGPT about every client at once
Connect SourceLoop and your assistant reads every client's ad accounts, attribution, and CRM deals. Ask what to cut, what to scale, or what changed this week.
- Spot wasted spend and search terms worth adding
- Turn any answer into a branded report
- Set up Slack and email alerts by asking
- Write deal values back onto leads from the chat
Works in 
How the SourceLoop MCP works Customer stories
Agencies that prove their impact to every client
From agencies and SaaS companies to clinics and law firms, teams use SourceLoop to trace every lead and every dollar back to the campaign that earned it.
Halden & Wright Agency
We run paid media for 14 clients. Every lead now lands in their CRM with the campaign, keyword and ad behind it, so we can prove our impact with numbers clients can check for themselves.
- Lower cost per lead
- 41%
- Client accounts tracked
- 14
ploomly B2B SaaS
We started sending only qualified demos back to Google Ads as conversions. Within six weeks, paid search was filling our calendar with buyers who fit our ICP, and close rates followed.
- SQLs from paid search
- +38%
- Demo-to-close rate
- 2.1x
Cedar Row Dental Clinics
Half our new patients book by phone. Multi-touch attribution on every call showed us which ads start a booking and which ones close it, so we cut the two channels that did neither.
- Of bookings now attributed
- 63%
- Monthly spend reallocated
- $9k
Fernhill Legal Professional services
Most of our leads showed up as Direct in the CRM. SourceLoop now gives us the full journey behind every inquiry, chat and call, from the first search to the booked consultation.
- More consults per dollar
- 27%
- Lead channels in one report
- 4
Agency plan
Priced for agencies, not per seat
Your whole team and three clients for one price. Add a client the day you win them, for $19 a month.
Agency
$249/ month
25% off when you pay yearly
3 client websites
iAdd more any time, $19 a month each. Remove one when a client leaves.
Unlimitedteam members
1.5Mpage views a month
Won a new client? Add their website on the go. +$19 / mo
Works with 
FAQ
Agency questions
Can I manage multiple clients in one SourceLoop account?
Yes. Each client is its own website in your account, with its own data, connections, and team access. The Clients overview shows every client's leads, revenue, connections, and anything that needs fixing on one screen. The Agency plan includes three client websites, and each extra one is $19 a month, all on one bill.
Can I white-label reports for clients?
Yes. Add your agency's logo and colors, plus a brand for each client, and share reports from your own domain. Send a live link with a password and a fixed date range, or export a PDF or PowerPoint for the monthly call.
Can I set up one client and copy it to the others?
Yes. Copy one client's channel rules and lead quality rules to any other clients in a few clicks. You see a preview of what changes for each client before anything is copied.
Can I get alerts across all my clients?
Yes. Set one alert for every client, such as a weekly summary or a cost per lead above target, and get it in Slack or by email with the client named in each message.
Do you have agency pricing?
Yes. The Agency plan includes three client websites, unlimited team members, and 1.5 million page views, with extra websites at $19 each. Agencies running many clients can also join our partner program for referral revenue share. Email hello@sourceloop.ai with the subject "Agency partner".
How fast can I onboard a new client?
Most clients are live within the hour. Add their domain, install the snippet, connect their CRM and ad accounts, and copy your rules from another client. The ready-made reports fill in as data arrives.
Can I show clients exactly which channels drove their pipeline?
Yes. Attribution runs all the way to closed revenue from the client's CRM and billing tool. Switch between first touch, last touch, last non-direct, linear, U-shaped, and time decay in a click to settle client debates with data.
