Nº 01 · Agencies
Every client, one login, under your brand.
A portfolio across your clients, Login As, packages and statements, with the same workspace behind each one.
Applications open soon
See the whole workspaceWhat you get
- OperateRun every client from one login, under your brand.A portfolio across your clients, Login As, packages and statements, on your own brand.
- ProveSee what made the money.Five models for crediting a sale, conversions sent back to your ad platforms, and revenue per video or post.
- CollectKnow what was paid and what each rep is owed.Payments matched to buyers, with plans and commission rules kept beside them.
- CloseKnow who to call, and what happened on every call.A pipeline board with the Intent Score on every card, and one journey for every lead.
- AutomationsMake the handoffs happen without you.56 triggers, 54 actions, conditions and delays, wired together on one canvas.
- AgentAsk anything. Approve every change.The Agent answers questions about your numbers and drafts changes. Nothing runs until you press Approve.
What it replaces
A login per client and a portfolio spreadsheet, and the tools each client runs on.
- Reporting tools. See which source made the money.
- Payment and commission sheets. Match payments to buyers and work out what each rep is owed.
- CRM and e-signature. Know every lead and send the contract.
- Automation glue. Make the handoffs happen without you.