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Agencies

Keep client reporting boundaries clear

Protect client separation while making reports easier to review.

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Who this helps

Several client websites can create a risk of mixing records during reporting.

How to use it

  1. Define an owner and approved record location for each client.

  2. Keep company visits associated with the correct site.

  3. Check the client boundary before sharing any report.

ILLUSTRATIVE EXAMPLE

A practical example

An agency reviews each report against the client website it covers.

What to check

Do not build a shared cross-client visitor feed without a separate authorized basis.

How Data SDK fits

Data SDK connects website visits with available company details worldwide, from startups to larger businesses. Coverage and fields vary. Start free trial opens an email request; terms are confirmed with the team. The full API is coming soon.

These are suggested workflows, not a list of built-in integrations. Use your own approved analytics, CRM, and research process where needed. Matches and fields vary. A company match does not identify a person or prove buying intent.

Start free trialOpens an email to our team.