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

Purpose-built for agencies and consultants

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

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  • 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

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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

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  • 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

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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.

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Frequently asked questions

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Related features

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Multi-Account Management

Manage multiple brands or business units with unified governance, reporting, and shared assets across accounts.

User Management

Control user permissions for CRM records, content, and tools so each user has access to the right assets.
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Role-Based Permissions

Control who sees and changes data with roles, field-level permissions, and team scopes that mirror your organization.

White-Label Branding

Deliver fully branded client or customer experiences—custom domains, themes, and notifications—so your portals, emails, and pages look and feel like your customer’s brand at every touchpoint.

Team Governance

Organize your teams with granular tool and field-level permissions, and admin features like 2FA, SSO, and more.

Flexible CRM Views

Visualize your data any way you want with table, kanban, calendar, map, Gantt chart, or report views.
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