01Separate by default
Each client workspace has its own leads, Meta connection, lead sources, templates, pipeline stages, routing and team. Nothing leaks between clients.
02Your team, their team
Share a client workspace with your own teammates, with their role in that workspace, and invite the client's staff to work their own leads.
03Switch in one click
The workspace switcher and Agency page show every client with its leads waiting and pipeline at a glance. Each workspace keeps its own timezone and currency.
04How it works
- 1Create a client workspace
From the workspace switcher.
- 2Connect their sources
Their Meta Pages, website and other sources.
- 3Share access
Add your teammates and invite the client's staff.
- 4Switch anytime
Every client, one login.
05Questions
Who pays for client workspaces?
The agency's plan covers its client workspaces, so there is one bill.
Can clients see other clients?
No. Each workspace is separate; people only see the workspaces shared with them.
Which plan includes agency mode?
The Scale plan, and every free trial.