Agency workflows without the tool sprawl.
Client funnels, intake, campaign links, and booking pages from one agency workspace. One workspace per client, your team as admins, your client as viewer.
What changes on day one.
Agencies ship dozens of client sites a year, and every one needs intake. Building it per client does not scale. These are the four complaints we hear most, and what replaces them.
Every client runs a different tool stack
One workspace per client, one login for your team.
Leads go missing between handoffs
Every submission is routed to the right person on day one, with a status and an owner.
Campaign reporting lives in five tabs
Funnels, QR links, and booking pages report in the client’s workspace.
White-label delivery is manual
Client portals in the client’s colours, on the client’s domain.
The four things agencies collect.
Start each one from a template, then copy it into the next client’s workspace.
- Lead funnels
- Agency contact funnel: project type, budget, timeline, contact details. Turns vague contact requests into scoped opportunities.
- Template
- Client intake
- Agency project brief: company, email, project type, budget, timeline, goals. Scope proposals before the discovery call.
- Template
- Campaign QR links
- Branded short links with QR codes, tagged by client and campaign, with clicks, locations, and devices.
- Links
- Booking pages
- Discovery calls on the client’s calendar, with intake questions answered before the call.
- Bookings
Your team runs it. Your client sees it.
Agency members are admins in every client workspace. Client members join as viewers of their own.
| In a client workspace | Agency member | Client member |
|---|---|---|
| Role | Admin | Viewer |
| Build and publish forms, funnels, links | Yes | No |
| See submissions | Yes | Yes |
| Other clients’ workspaces | Yes | Never |
Agency Mode starts on Team.
Team is $49 a month with 25,000 submissions across forms, surveys, and funnels. Scale is $149 and adds Response Desk.