CRM
Agency Console

Control every client from one console

Control every client from one console

Replace scattered logins and spreadsheets with a governed, multi-tenant workspace. Jump between clients instantly, push best-practice assets to dozens of accounts, and keep tight audit trails for every change.

A dashboard showing multiple client accounts, each with customizable widgets for quick access to their data and reports.
CRM
Agency Console

Control every client from one console

Control every client from one console

Replace scattered logins and spreadsheets with a governed, multi-tenant workspace. Jump between clients instantly, push best-practice assets to dozens of accounts, and keep tight audit trails for every change.

CRM
Agency Console

Control every client from one console

Control every client from one console

Replace scattered logins and spreadsheets with a governed, multi-tenant workspace. Jump between clients instantly, push best-practice assets to dozens of accounts, and keep tight audit trails for every change.
""

Purpose-built for agencies and consultants

Short question goes here

Accelerate onboarding, compress delivery time, and run repeatable services across accounts without sacrificing privacy. Your team gets velocity; your clients get consistent outcomes backed by measurable data.

Operate faster

Short question goes here
  • One-click client switching with global search and keyboard shortcuts.
  • Cross-account notifications, task queues, and renewal alerts so no client gets missed.
  • Bulk rollout of templates, assets, and workflows with versioning and rollback controls.
  • Immutable admin audit logs, API access histories, and configuration snapshots.
A multi-client dashboard with quick client-switching, template rollout, and audit logs.

Standardize at scale

Short question goes here

Reusable Asset Library

Publish campaigns, pages, and automations to selected client groups with guardrails and scheduled publishes.

Scoped Access

Assign roles by client, brand, or geography; require MFA and SSO; expire access on project end dates.

Cross-account KPIs surface at-a-glance health, so leaders can prioritize help where it matters most.

A dashboard showing cross-account KPIs and a reusable asset library for publishing campaigns with role-based access controls.

Automate routine work

Short question goes here
  • Scheduled health checks (broken pages, unsub spikes, deliverability drifts) with suggested fixes.
  • Client scorecards combining inputs from ads, email, and CRM so QBRs write themselves.
  • Webhooks and workflow steps to open tickets, notify Slack, or post updates to a shared portal.
A dashboard showing automated health checks, client scorecards, and a workflow with notifications to Slack and a shared portal.

Governance & security

Short question goes here

Enforce least-privilege roles, data partitions, and regional boundaries. Every change is traceable to a human or automation, meeting the expectations of enterprise clients while staying agency-friendly.

A dashboard showing user roles, data permissions, and a detailed audit log with traceable changes.

Have a question for our sales team?

Give us a call and we'll walk you through it.

Frequently asked questions

Short question goes here

Grow your business better

Get started with the all-in-one platform that’s easy to use and fast to drive results.