A separate workspace per client, with their pages on their own domain
Uses CRM & Pipelines, Funnels & Sites
For agencies
Run every client from one login, each in its own workspace.
We started as an agency ourselves. Every new client meant a new landing-page tool, a new WhatsApp vendor and a new CRM login, plus a monthly report stitched together in Google Slides.
Where it usually goes wrong
A different stack of tools for every client
Showing ROI means screenshots and spreadsheets
Software bills eat into thin retainers
What we'd set up first
In this order. Each step is useful even if you stop there.
Client reports from one dashboard
Uses Revenue Analytics
Save a setup once, reuse it for the next clinic or coach
Uses Automations
The apps behind it
CRM & Pipelines
A list of every lead, a board of every deal, and a timeline that fills itself from forms, chats and payments.
- A timeline nobody has to type
- Boards that match how you sell
- A short list of who to call today
Funnels & Sites
Build a landing page, a small website or a full webinar funnel. Type what you want or drag blocks around.
- Start from a sentence, then edit by hand
- The whole funnel in one place
- Light pages for 4G phones
Revenue Analytics
Follow a rupee from the ad click to the lead, the sale and the renewal, per contact.
- From click to payment
- Server-side conversions
- Reports that answer one question each
Automations
Wait, branch, send a message, add a tag, create a task. Workflows that run across every app here.
- One canvas, readable by anyone
- Start from a recipe
- A log of every run