Agency Manages 20 Clients in One System
Isolated tenant workspaces with shared playbooks and reporting standards.
Agencies and multi-brand operators
One login, many clients — no spreadsheet chaos
Isolated workspaces per account
Clients approve in portal, not email
Faster social and campaign sign-off
Self-service visibility reduces status calls
Live dashboards clients access directly
Scale accounts without linear headcount
Clone playbooks and standardize delivery
What's included
- One operator login switches between isolated client tenant workspaces
- Branded client portal per account with RBAC and self-service dashboards
- In-portal social post approval — no email attachment chains
- Shared playbook library cloned to new clients in minutes
- Standardized QBR exports: leads, calls, campaigns, and social metrics
- Per-client billing and usage visibility inside each portal
- Campaign, inbox, call, and social activity scoped per tenant
- Notification routing to client admins for approvals and alerts
- Agency ops rollup across clients for internal capacity planning
- Multi-project packages map to client count on Enterprise tiers
- White-label portal experience builds client trust and retention
- Audit trails for agency admin actions across client accounts
Key outcomes
Per-client transparency
Less status email overhead
Faster client approvals
How it works
1
Provision
Create branded portal per client with roles, channels, and KB setup.
2
Operate
Run campaigns, inbox, social, and voice from each isolated workspace.
3
Collaborate
Clients approve drafts and view live metrics without agency forwarding.
4
Report
Deliver QBR dashboards and exports from standardized templates.
5
Scale
Clone winning playbooks to new accounts and refine agency delivery standards.
Typical ROI levers
Efficiency
One login per client
No spreadsheet chaos
Trust
Self-service visibility
Clients see live data
Retention
Faster approvals
In-portal notifications
Modules that power it
Next step
FAQ
How many clients can one agency manage?
Enterprise multi-tenant packages scale to high account counts — see /pricing.
Do clients get their own login?
Yes — client admins access a branded portal with scoped RBAC.
Can clients approve social posts themselves?
Yes — drafts queue in portal; publish requires their approval when configured.
Is client data isolated?
Full row-level tenant isolation — no cross-client data leakage.
Can we standardize reporting across clients?
Yes — export templates and dashboard layouts clone per account.
Do clients see usage and billing?
Plan consumption and billing visibility are available in client portal.
How do we onboard client #21 quickly?
Playbook clone and checklist templates reduce setup to days.
Is there an agency discount?
Multi-project and Enterprise packages are designed for agency scale — contact sales for volume.
Go deeper
Related guides
Quick estimate
Use this to justify investment without diving into technical details.
Impact calculator (estimate)
This is a directional estimate based on your inputs. Actual results depend on your industry, offer, and operations.
10%
15%
Estimated incremental revenue (USD/month)
$10,125
+7 extra closes/month (directional)