Spin up a full workspace per client — CRM, Unibox, automations, booking and billing — cloned from your templates and switched between in one click. Shared connection, credit and AI pools keep costs predictable, and white-label with rebilling turns the whole platform into your own SaaS.
Workspace switcher
One login · every client a click away
My agency
Client accounts
Templates
Agency owners land in every new sub-account automatically
2 · 10 · Unlimited
client sub-accounts by plan — your own workspace is always free
Free
template workspaces that clone your proven setup into new clients
3–15 slots
in your connection pool, plus $7/mo extras allocated per client
One wallet
of lead credits funds every client at spend time
Four things happen per client. You do the first one; provisioning, access and billing mechanics handle themselves.
Name the client, pick a template if you have one, and a full workspace is provisioned under your agency: its own CRM, Unibox, automations, booking and data. Agency owners get access automatically — no invites to manage.
2 · 10 · unlimited, by plan
New client sub-account
Blank, or cloned from a template
You and every agency owner get access automatically
Connection slots come out of your agency pool — 3, 10 or 15 included by plan, $7/mo per extra — and lead credits draw from one agency wallet. Set a monthly credit cap and AI budget per client; the pool can never over-commit.
Slots, credits & AI budgets per client
Connection pool
11 of 18 slots committed · 7 free
Usage + allocations can never exceed the pool
The switcher groups your agency, client accounts and templates in one menu. Inside a client workspace, a banner names whose data you're looking at and links straight back — clients never see it, because they're never members of your agency.
No logouts, no wrong-account edits
Inside a client workspace
Everything on screen belongs to the client
Only your agency team ever sees this banner
By default everything rides on your subscription. On Agency Pro, connect your own Stripe: sell plans from a hosted storefront, auto-provision a workspace on signup, and rebill credits, slots, phone and mailboxes at your prices — wholesale is covered before anything is granted.
Storefront + markup rebilling on Agency Pro
Rebilling ledger
Client price vs wholesale — margin reconciled
Wholesale is covered before anything is granted — never out of pocket
No second logins, no per-client billing objects to reconcile, no client ever seeing another client's data. It's one system — and every client gets the full product.
Every sub-account is the whole platform — CRM, Unibox, automations, booking, invoicing and outreach — with its own data, entitled through your subscription. No separate billing object per client.
Configure automations, pipelines, tables, booking types and chatbot knowledge once — clone it all into each new client. Templates are free and never hold client data.
The switcher jumps between your agency, client accounts and templates, and a banner always names the workspace you're in — so you never edit the wrong one.
3, 10 or 15 slots included by plan, $7/mo per extra. Allocate per client — usage plus allocations mathematically can't exceed the pool.
Lead credits live in a single agency pool that clients draw from at spend time — nothing to pre-fund. Cap any client's monthly draw; credits they bought themselves are spent first.
Each workspace starts with a $10/mo AI allowance you can raise or lower — and your plan's aggregate cap still bounds the whole family combined.
Your name, logo, colors and app domain on every client-facing surface, with branded client emails. On Unlimited and above.
Sell plans on a hosted signup page billed to your Stripe, auto-provision on signup, and rebill usage at your prices. On Agency Pro.
Provisioning, spending limits, rebilling and offboarding are events Ivan already handles. These four recipes run out of the box.
A client buys a plan on your hosted storefront and pays your Stripe account. Ivan creates their sub-account from the right template, mirrors your subscription status, grants your owners access and tells the team — before you've even seen the payment email.
Client signs up on your Storefront
Paid on your connected Stripe
Ivan provisions the workspace from your template
Clone the template
Mirror subscription
Grant owner access
Notify your team
Client live on day one
Automated signup-to-workspace on Agency Pro
When a client buys credits, connection slots, a phone number or a sending mailbox at your prices, the wholesale cost is charged first and the grant lands only after it clears. Every charge writes a ledger row — client amount vs wholesale — so margins reconcile exactly.
Client buys usage at your price
Credits · slots · phone · mailboxes
Ivan covers the wholesale cost first, then grants
Wholesale covered
Granted instantly
Margin logged
Failed charge, no grant
You keep the markup
Every charge reconciles in the ledger
One busy client can't drain the shared budget: per-client monthly credit caps, per-client AI allowances, and family-wide ceilings on weekly contact reveals and chatbot messages all check before anything spends.
A client workspace spends
Credits · AI · contact reveals
Ivan checks the shared family allowances first
Per-client credit cap
AI budget per client
Weekly reveal ceiling
Shared chatbot cap
No client can burn the pool
Your plan's aggregate caps always win
Offboarding doesn't mean deleting. Archiving revokes access instantly and retains the data — and it's blocked until the client's integrations are disconnected, so paid connection units are never orphaned and the slots return to your pool.
Engagement ends
Offboard without losing records
Ivan blocks archiving until integrations are disconnected
Disconnect channels
Revoke access
Slots back to pool
Data retained
Clean exit, nothing orphaned
Archived workspaces keep their data
…and because each workspace is the full platform, any workflow you build — a new lead, a won deal, a missed call — runs per client, on their data, inside their limits.
Sub-accounts aren't separate accounts to babysit — they're rooms in your building. The switcher carries you between your agency, every client and every template, and the moment you enter a client workspace a banner keeps you oriented.
Inside a client workspace
Everything on screen belongs to the client
Only your agency team ever sees this banner
Start the trial, build one template, and every client after that is a name and a click — automations, pipelines and booking included.
White-label
Your name, logo, domain & emails
Your clients never see our name
On Unlimited, the platform wears your brand: your app domain, logo and colors on the login, and client emails — invites, password resets, notifications — sent as you. On Agency Pro it becomes your SaaS: a hosted storefront on your Stripe, plans you price yourself, and usage rebilled with your markup.
A complete workspace under your agency — its own CRM, Unibox, automations, pipelines, booking, invoicing and data. It's entitled through your subscription (there's no separate billing object per client), and your agency owners are added automatically, so anyone on your team can jump in from the switcher.
Still curious? The fastest answer is seeing it run.
Start your free trial, create your first sub-account, and see what an agency looks like when the setup, switching and billing run themselves.
7-day free trial · your own workspace never counts against quota · cancel anytime during the trial.