AgenciesClient operations

Manage client brand workspaces

Separate every managed brand’s contacts, projects, invoices, social profiles, and reporting.

1

Create a client account

Add company, primary contact, billing email, status, and internal notes.

2

Connect social profiles

Attach the client-owned profiles needed for baseline and final campaign impact.

3

Connect projects

Assign campaigns, invoices, creator activity, and receivables to the correct client.

4

Archive responsibly

Archive an inactive client while preserving its financial and campaign history.

Related tutorials

Build and operate the talent CRM

Manage the agency roster, prospects, campaign fit, outreach, and collaboration history.

Report portfolio revenue, cost, profit, and receivables

Give operations and accounting one consistent project and client view.

Set permissions and white-label client reporting

Separate campaign, finance, analyst, viewer, and owner responsibilities.