All solutions
For small agencies
Keep each client's data in its own space
Run your agency's sales, then set up a workspace for each client with their own contacts, pipeline and branding. Nothing from one client shows up in another.
Sales pipelinesContacts and CRMReports and analyticsAutomationsSocial planner and adsBrand kit
Your stack, built from the bottom up
What changes for you
Separate workspaces
Each client gets a workspace with its own data, team and settings.
Your own pipeline
Track your agency's leads from first call to signed retainer.
Reporting you can share
Show clients the leads, bookings and revenue that came in.
Team roles
Give each person the access they need and no more.
Set it up in this order
- 1Set up your agency workspace and pipeline
- 2Add a workspace for each client
- 3Invite their team with limited roles
- 4Send them the numbers each month
Questions
Are client workspaces separate?
Yes. Data is kept apart by workspace and each workspace has its own users.
Is there white-label branding?
Pages, forms and the student portal use your brand kit. The app itself shows the UpStack name.
