Clients and brands
Every client, every brand under them, and everything you hold for them.
Client accounts with the brands they own, contacts, files and stored credentials — invoices and renewals roll up to whoever pays.
Shown with a sample agency. Yours starts with the same data, so a trial is not an empty screen.
One account, many brands
A client that owns three brands is one client with three brands, not three strangers in a list. Each brand keeps its own invoices, renewals and sites, and every figure rolls up to the account that pays the bill.
The things you keep for them
Contacts, files and the logins you have been trusted with — hosting panels, domain registrars, ad accounts — stored against the client, encrypted at rest, and visible only to the roles you allow.
Sorted the way a person would sort them
Names sort letters first, so a client called "50 States" does not sit permanently at the top of every list and every picker. Small, and the kind of thing you notice a hundred times a day.
Questions
About clients and brands.
Can one client have several businesses?
Yes. A brand sits under a parent account. Invoices, renewals and payments stay attached to the brand, and roll up to the account.
Where do client passwords go?
In the vault against the client, encrypted with a key held on the server, and shown only to roles you grant. They are never in a note field.
Can I import my existing client list?
Clients are added one at a time or through the outreach CSV import, which turns won leads into clients.
Start today
14 days. No card. Your own database.
If it is not better than what you use now, you will have lost nothing but a fortnight of spreadsheets.
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