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CRM

For agencies: every client from one console

An agency running many client workspaces can now work across them from one place.

An agency running many client workspaces can now work across them from one place.

  • The console. Every client's new contacts and failed flows this week, bounce rate, AI use and any payment trouble, with one click into each. A client's owner lets the agency's team in with one button and can take it back; agency people appear in the client's members list and audit log and don't use the client's seats.
  • Snapshots. Capture one client's setup (objects and fields, pipelines, flows, templates, forms, booking pages, bots, reports and dashboards, never records) and apply it to new or existing clients. A re-apply previews every change and leaves anything a client edited alone unless you tick it.
  • Your brand in front of your clients. Your own help centre and support email on their Help page, and no "Powered by Solstral" on their booking pages.
  • A monthly report to each client. Last month's numbers by email under your agency's name, now including what their ads cost and brought.

Get the new stuff the day it ships

Every plan runs the same, latest platform.