Full visibility across every client
Manage your entire book of business from a single dashboard. Know the health of every account at a glance without opening a single spreadsheet.
Agency Dashboard
Centralised view of all clients with overdue alerts, pacing issues, and upcoming launches — colour-coded for instant prioritisation.
Client Management
Create client profiles with logos, notes, account manager assignments, and billing metadata. Filter the dashboard by account manager tabs.
Health Check Agent
An AI agent that audits campaign setup and answers questions about any client in plain English — pacing, CPA against target, and open setup checks.
Plan campaigns across every channel
Build, visualise, and manage media plans with channel-level budgets, flight dates, and Gantt timeline views — all in one place.
Media Plan Builder
Create multi-channel media plans with budget allocation, flight scheduling, and channel libraries. Import plans directly from spreadsheets.
Gantt Timeline View
Visualise all campaign flights on an interactive Gantt chart with zoom controls, action point markers, and sorting by start or end date.
Multi-Channel Support
Plan across paid digital (Google, Meta, TikTok, LinkedIn), organic social, email, OOH, display, native, and traditional media channels.
Media plan · Gantt timeline view
Real-time spend and performance tracking
Monitor actual vs. planned spend, pacing variance, and platform-native metrics — synced from your connected ad accounts or uploaded from any platform's export.
Channel Performance Cards
Per-channel analytics with spend charts, CTR, CPC, conversion trends, and benchmark comparisons against industry averages.
Pacing Analysis
Track overspend and underspend in real time. Forecast end-of-period spend based on current pacing with visual alerts when campaigns drift off track.
Funnel Analysis
Build cross-platform conversion funnels with stage-by-stage metrics. Identify drop-off points and optimise conversion paths across channels.
Period-over-Period Comparison
Compare current period performance against the previous period across all metrics and channels to spot trends and regressions.
Anomaly Detection
Automatic alerts when campaign performance deviates from expected ranges — so issues get caught before they become expensive problems.
Platform Integrations
Live connectors for Google Ads, Meta, GA4, LinkedIn and TikTok, with Pinterest, Snapchat, Reddit and Microsoft Ads coming soon. Taboola, Outbrain, DV360 or any other platform: upload the CSV or Excel export, no account access needed.
Channel performance · spend tracking · CPA monitoring
Never miss a setup step or health check
Action points auto-generate from your media plan so every channel launch and recurring review is tracked without manual effort.
Action Points
Two action types — SET UP (pre-launch tasks) and HEALTH CHECK (recurring reviews) — each with due dates calculated automatically from campaign dates.
Kanban, List & Timeline Views
Switch between Kanban board, flat list, and Gantt timeline views. Tasks surface across all three views so nothing slips through the cracks.
Team Assignment
Assign action points to team members and track completion status. Overdue items are flagged automatically in the agency briefing.
Intelligent insights, automated briefings
From daily AI briefings delivered to your inbox or Teams channel, to an on-demand chat agent that can take action — PlanPulse keeps your team informed.
AI Chat Agent
Ask questions, request analysis, and trigger actions directly in plain English. The agent has full context on your clients, campaigns, and performance data.
Daily AI Briefing
Automated daily summaries delivered to Microsoft Teams or email — covering overdue tasks, pacing alerts, anomalies, and upcoming launches for every client.
Branded Client Portal & Reports
A live performance portal for every client in your logo and brand colours, with your commentary, the sections you choose, PDF export and scheduled report emails. Agency plan adds your own domain and removes PlanPulse branding.
Client Intelligence Hub
Store client briefs, goals, competitive insights, and audience research alongside campaign data so your whole team stays aligned on strategy.
Invoice Generator
Create and track client invoices with commission rates and historical records — without leaving the platform.
Playbook & Channel Library
Maintain a central library of SOPs, brand guidelines, channel specs, and onboarding docs. Searchable and categorised for the whole team.