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Client Management
Subaccounts for Clients
Give Clients Their Own Space to Grow
Each client gets a private subaccount with its own CRM, automations, funnel builder, and inbox. You can manage everything through a central login while keeping data separate by client. Assign user roles, monitor account usage, and maintain quality across accounts. This is ideal for agencies, consultants, and resellers managing multiple brands.
Snapshot Templates
Launch Faster With Proven Systems
Use pre-built snapshot templates to deploy full account setups in seconds. No need to rebuild every workflow or form from scratch.
Key Benefits:
- Save and reuse full systems, including workflows and pages
- Customise templates for different niches or service types
- Accelerate onboarding and reduce setup time
- Maintain consistent branding and process
Client Reporting Dashboards
Deliver Performance Data Clients Understand
Share real-time performance dashboards that display leads, ad spend, conversion rates, and campaign activity all in one place
Dashboard Features
Lead & Conversion Tracking
Show how many leads were captured and what actions they took.
Ad Spend & ROI Metrics
Present ad performance and estimated return clearly.
Funnel and Campaign Views
Break down results by channel, landing page, or funnel.
Client Login Access
Let clients check their data without giving access to internal tools.
