--- title: "Octoboard for Agencies Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Octoboard for Agencies Software - reviews, pricing plans, popular comparisons to other Advertising Agency products and more." source_url: "https://www.capterra.com/p/182541/Octoboard-for-Agencies/" page_type: "product" language: "en" publication_date: "2026-09-29" --- # Octoboard for Agencies Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 29, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Octoboard for Agencies ## What is Octoboard for Agencies? Marketing Agencies save time and win clients by building automated reports and white label client portals. Octoboard send out reports to clients and hosts client portals - SEO, PPC, Social Media, Email Marketing, Web analytics and more. \* Hosted client portals - drive more traffic to your website \* 50+ Integrations with all you favourite marketing platforms \* 100+ pre-built templates for client portal dashboards and reports \* Unlimited reports, dashboards, users from just 5 USD per client ## What is Octoboard for Agencies used for? [Reporting](https://www.capterra.com/reporting-software/)[Marketing Analytics](https://www.capterra.com/marketing-analytics-software/)[Display Advertising](https://www.capterra.com/display-advertising-software/) Top alternative Featured Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price €25 Per Feature, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Octoboard for Agencies?[Manage this product listing](https://www.g2.com/products/octoboard-for-agencies/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Octoboard for Agencies 4.7 (3) VS. [4.8 (116)](https://www.capterra.com/p/158746/Agency-Analytics/reviews/) Starting Price €25 Per Feature, Per Month Starting Price $20 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (3) Ease Of Use 4.8 (12,379) Value For Money 4.7 (3) Value For Money 4.7 (8,935) Customer Service 4.7 (3) Customer Service 4.8 (8,032) ## Octoboard for Agencies alternatives [4.4 (3,046)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [4.6 (6,134)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.5 (3,579)](https://www.capterra.com/p/79104/Smartsheet/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.6 (119)](https://www.capterra.com/p/173311/Adalysis/reviews/) Starting price $126.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars ## FAQs about Octoboard for Agencies Overview ### What company size and specific industries is Octoboard for Agencies built for? Octoboard for Agencies is designed for marketing agencies of all sizes, from small firms to larger agencies, that need automated reporting and white label client portals for client management. It is suited to agencies serving clients across marketing-focused industries rather than a specific sector. Features and Usability ### What are the key features of Octoboard for Agencies? Octoboard for Agencies offers customizable dashboards, dashboard creation, and widgets for visual analytics across multiple data sources. It includes scheduled and automated reports, customizable reports, and real-time reporting for KPI monitoring, financial reporting, and marketing reports. Access controls, role-based permissions, client management, and third-party integrations support agency reporting workflows. Integrations ### Which third-party tools and platforms does Octoboard for Agencies integrate with? Octoboard for Agencies connects natively to over 20 integrations, including marketing and CRM tools such as Google Analytics 360, HubSpot Marketing Hub, Salesforce Sales Cloud, Mailchimp, ActiveCampaign, Constant Contact, Campaign Monitor by Marigold, and GetResponse, plus social and analytics platforms like Meta for Business, LinkedIn for Business, Instagram, Moz Pro, and Semrush. Getting Started and Support ### What training and onboarding options does Octoboard for Agencies offer? Octoboard for Agencies provides live online sessions, documentation, and videos to help teams get started. Live online sessions support guided setup, documentation offers written reference for key steps, and videos provide visual walkthroughs for learning features and processes at a self-paced pace. Getting Started and Support ### What customer support options does Octoboard for Agencies offer? Octoboard for Agencies provides Email/Help Desk, FAQ/Forum, and Phone Support. With no reviewer feedback available on support, the user experience is not described in catalog data. These channels indicate direct assistance and self-serve help for agencies managing dashboards and client reporting. ## Features AI summary Based on 890 Advertising Agency reviews Capterra data shows that buyers of advertising agency software rank the following features as their top priorities: - **Project Management** (**40%** of reviewers rated this feature as critical) - **Task Management** (**49%**) - **Activity Dashboard** (**39%**) Octoboard for Agencies includes **Activity Dashboard**, giving teams a clear view of performance and ongoing work in one place. However, it does not offer **Project Management** or **Task Management**. Instead, it provides other highly rated capabilities, including **Reporting & Statistics** (**51%**), **Campaign Analytics** (**40%**), and **Campaign Management** (**41%**). These features help agencies track campaign results, monitor client performance, and manage marketing work more effectively, allowing teams to stay informed and make faster decisions. Data Connectors 4.5 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Connect to big data sources Performance Metrics 5.0 (2) 0.00% of 2 reviewers that rated this feature as important or highly important A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Collaboration Tools 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Provides a channel for team members to share AI models, media files, communicate, and work together Customizable Reports 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Alter the layout and content of reports Dashboard Creation 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Creation and customization of dashboards Data Import/Export 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Import and export data to and from software applications Octoboard for Agencies 44 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Ad hoc Reporting: Generate one-off reports that meet information requirements - API: Application programming interface that allows for integration with other systems/databases - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Campaign Analytics: Track and interpret campaign performance metrics - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Campaign Tracking: Track the performance of marketing campaigns across multiple channels. - Client Management: Manage contact details and communication with clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Conversion Tracking: Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Dashboard: Alter the layout and content of dashboards - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Connectors: Connect to big data sources - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Financial Reporting: Generate reports to assess the financial performance of an organization - KPI Monitoring: Tracking the status of previously identified performance measurements - Marketing Reports: Reports specific to marketing and associated campaigns - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multiple Data Sources: Allows users to manage data from a number of sources - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Reporting: Active reporting of data and metrics - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - ROI Tracking: Monitor conversion rates and analyze effectiveness and profitability of marketing efforts - Sales Reports: Reports specific to sales analysis for trends and strategies - Scheduled/Automated Reports: Set a time to generate routine reports automatically - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Scheduling: Track and manage the scheduling of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Website Analytics: Track and analyze information regarding website visitors - Widgets: An extended application or connector that enables users to perform additional services with their current set of tools --- Get Advice We can help you find the software with the features you need. Features 5.0 (3) 5.0 Based on 3 reviews ## Pricing Value for money 4.7 (3) Free Trial Free Version Basic €25.00 Per Feature,Per Month Value for money 4.7 (3) 4.7 Based on 3 reviews ## Integrations [ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ WordPress](https://www.capterra.com/p/131687/WordPress/)[ SurveyMonkey](https://www.capterra.com/p/253516/SurveyMonkey/)[ Google Analytics 360](https://www.capterra.com/p/177042/Google-Analytics/)[ HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[ Instagram](https://www.capterra.com/p/210721/Instagram/)[ Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/)[ Freshdesk](https://www.capterra.com/p/124981/Freshdesk/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.7 (3) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.7 (3) 4.7 Based on 3 reviews ## User reviews Overall rating 4.7 Based on 3 reviews Filter by rating Counts reflect reviews available in this feed. 5(2) 4(1) 3(0) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful RE Reviewer Director of Operations Used the software for: 1-3 years ### "Easy to use dashboard" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 March 14, 2024 Overall, I enjoyed working with octoboard. I didn't have any complaints. Pros Octoboard was very simple to use, visualized data well, and updated regularly. Cons It's middle of the pack in terms of cost. Might be better for a midsized company than a smaller one. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Ian C. Director Used the software for: Less than 1 year ### "Small Agency - we love it" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 February 22, 2019 Pros Cheap. Easy to Use. White Label Reports. Cons Customization of compare reports is lacking. They're adding features every month though. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Muneeb K. Digital Marketing Lead Used the software for: 3-5 years ### "Octoboard is a great tool to help you create digital marketing reports and dashboards" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 February 8, 2022 Octoboard is recommended if you're looking for a unified analytics platform. Pros Octoboard is great at creating interactive dashboards and visual analytics. You can seamlessly connect with popular ad networks and create a unified analytics dashboard Cons There are only 3 tiers available and the cost doubles if you move from starter to teams package. Scaling can be very expensive if you have a lot of users or connections. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. 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