White-label client reports

Each month, PipeHalo creates a one-page PDF per client for the last full month: spend, pipeline and cost per opportunity by channel, what was fixed, and what needs attention.

1. On Branding, add your logo (PNG or JPEG under 300 KB), brand color and website. PipeHalo isn't named anywhere in the report.
2. On a client's report settings, turn on Email the monthly report to my team, choose who gets it and which day of the month (1 to 28).
3. Check the report and send it on to your client yourself.

Reports come to your team, never straight to the client. You can also click Download last month's PDF any time. A client needs its CRM and at least one ad platform connected.