One operation for several customers

Prospects, follow-up, and sites for different customers in the same workspace, with defined roles.

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The agency problem

Each new customer multiplies tools, handoffs, and spreadsheets.

Customer context scattered
Sites operated in separate tools
No shared view of what was done

How the agency uses it

The workspace organizes the operation per customer, from prospect to published site.

Prospecting per customer territory
Follow-up with history
Managed site in the same operation

Control and roles

Roles per workspace
Access separated per customer
Audit trail for operations

Questions

Can I separate work per customer?

Yes. Each customer has its own workspace, with separate roles and data.

Does the customer site live in the same operation?

Yes. The managed site is provisioned and operated from the same workspace.

Organize the next account

Talk to the team to review a multi-customer operation.

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