Everyone sees their work.
Nobody sees too much.
Invite your team and your clients, give each a role, choose which client workspaces they can open, and keep everyone moving with notifications and a log of who did what.
Free plan forever. Paid plans include a 14-day trial.
Growing agencies don't break on talent. They break on who can see what, who's doing what and whether it actually got done.
01 / Roles
Scroll through the same agency as each role. Areas open, lock or turn read-only, and the client list narrows to the workspaces each person has been given.
Workspaces
4 of 4 workspaces · 6 of 6 areas
02 / Work together
Team Chat
Slack-style channels and DMs inside the same platform as your tasks and clients, so the agent in the conversation can see what you're talking about.
SOPs
Document how your agency works, then run each SOP as an interactive checklist. Check off steps, skip what doesn't apply and leave notes as you go.
KPIs & OKRs
Objectives with measurable key results, assigned to people and tracked with progress bars. Every team member gets a daily performance score.
03 / Stay in the loop
Notifications for tasks assigned to you, content awaiting approval, mentions and scheduled posts. Behind them, a log of every action in the agency.
Activity log0 events
04 / Invite to productive
Enter their details, pick a role, and they get an email invitation to your agency.
One link to set a name and password, and they're in.
Choose which clients they can see, in the invite or any time after. Their view filters to that work straight away.
05 / By the numbers
team roles, plus per-person permission overrides
ways to filter the activity log: member, action, record, date, search
notification channels: in-app, email, WhatsApp
spreadsheets to track goals
06 / Questions
Every team member gets a role: Agency Admin, Manager, SMM, Video Editor, Graphics Designer or Viewer. Each role comes with a set of permissions, and admins can grant or remove individual permissions for one person, even with an expiry date. Team members only see and do what they need to.
Access is controlled per workspace. When you invite a team member, you choose which workspaces they can access. You can give someone access to all clients or only specific ones. Team members only see clients they have access to.
Team members receive notifications for tasks assigned to them, content awaiting approval, mentions in comments, scheduled posts, and more. Notifications can be delivered via email, in-app, and optionally via WhatsApp.
Yes. You can invite clients with a client role. Client accounts only see the workspaces you give them, where they can approve content and view reports. They cannot access other clients or internal agency operations.
The number of team members depends on your plan. Each plan includes a set number of team seats, and you can add more by upgrading your plan.
Yes. The activity log records who created, changed or deleted what, including tasks, posts and approvals, with before and after values. Filter it by team member, action, record type or date range, or search it.
Free plan forever. No card needed.