Outreach for all your clients in one account
Each client gets a project with its own campaigns, prospects and mailbox. You decide who sees which client. Clients can look in without changing anything.
- 300 projects on Pro
- 10 people on Pro
- Viewer role for clients
How agencies set it up
One project per client
The project switcher at the top shows one client or all of them, and the replies in Mail follow it.
The same website can be a prospect for two clients without the two projects mixing.
People see the clients they work on
Owners and admins see every project. Members and viewers see all projects, or only the ones you select for them.
A viewer can read but can't change, send or export anything, so that is the role for clients.
A mailbox for each client
Mailboxes belong to your account, and you share each one with the people you pick. Connect one per client, and outreach for that client goes out from the client's own address.
A campaign can also send through a pool of mailboxes.
A credit limit for each client
Set a monthly credit limit for a project or a single campaign. Paid searches and email finding stop at the limit.
The Credits page shows what each project used this month.
Results you can send to the client
Each campaign has a Results tab with the posts and links that went live, with the URL and what you paid. Export it as CSV for your report.
Questions from agencies
Can my clients log in?
Yes, as viewers of the projects you choose. Each viewer counts as a person on your plan.
How many clients can I manage?
The Basic plan has 4 projects and the Pro plan 300. One project is usually one client or one website.
Can each client have its own mailbox?
Yes. Everyone who can read a mailbox reads all of it, so separate mailboxes keep clients apart.
What happens when someone leaves?
Before you remove them, the Team page moves their campaigns and conversations to someone else. Their open tasks and deals go along.
Ready to bring your first client over?
The Free plan includes one mailbox and one project, with no end date.