For agencies & multi-location marketing teams
Keep leads, conversations, projects, and publishing in one place. Give every client or brand a home. Keep the whole operation moving.
Monthly plans from $49. Choose your plan inside the workspace.
Your agency or marketing department. One team, with a view of the work across every business.
Its own CRM, projects, content, and portal access.
Site audits, findings, and reports tied to the right business.
From the first conversation to the finished work
The conversation, the work, and the result belong together.
Contacts, companies, conversations, and opportunities live together. Import the records you already have and keep each client or brand’s work separate.
Audit websites with your local agent. Review page-level findings, compare stored results, and turn an issue into an assigned task.
Give projects and tasks an owner, a priority, and a due date. See what needs attention across the businesses your team supports.
Reply in the inbox, share audit reports, and collect publishing approvals. Clients and local partners work in their own portal.
Different teams. The same daily work.
Move from a won opportunity into delivery. Keep each client’s contacts and projects together, give your team clear ownership, and bring the client into approvals without opening the rest of your workspace.
Client CRM · Delivery projects · Shared reports
Give your marketing department one place to coordinate work. Organize brands, add their locations and websites, and keep local follow-up connected to the people responsible for getting it done.
Brand workspaces · Location sites · Team ownership
Connect incoming leads to tasks and follow-up. Schedule audits and approved posts. Every automation keeps a history so you can see what ran, what failed, and what needs attention.
Monthly plans
Every plan includes CRM, projects and tasks, site audits, reports, social planning, and automations. Choose your team size.
$49/ month
Up to 3 team members
For an independent operator or a small team getting organized.
$149/ month
Up to 15 team members
For agencies and marketing teams managing delivery together.
$499/ month
Up to 100 team members
For larger teams coordinating brands and regional operations.
Prices in USD. Email, SMS, and social publishing require configured provider accounts; provider charges are separate. Website audits require a connected local agent.
Before your first day
Start with your real work. Add the connections and people you need as you go.
Yes. Use one workspace for your marketing team, add each brand as a business, and organize its locations and websites underneath it. The same structure works for an agency and its clients.
Invite them to the client portal for a specific business. They can use that business’s CRM and tasks, see shared audit findings, and review social posts. Your team’s workspace stays separate. Portal access is scoped to a business, not an individual location.
Your team can manage contacts, conversations, projects, tasks, and publishing in the browser. Website crawling runs through a connected local agent on your own computer. Results are saved to the shared workspace.
Email needs a verified sending domain. SMS and social publishing need supported provider accounts and credentials. Website forms and chat can send leads directly to the CRM without a messaging provider. Setup and account status are visible in your workspace.
Import contacts and companies from CSV or JSON, and export them as CSV. Keep existing record IDs when importing to update records without creating duplicates.
Create an account, name your workspace, and add your first location or project. Choose a monthly plan in Settings to activate your team’s work. You can manage your subscription from the same page.
