ACCOUNTS

Every client, their own space

Native parent-child model where your workspace is the agency and each client has their account with the option to operate autonomously. Isolated data, team assigned per account, and scalable tiers from 10 to 100 accounts.

Key capabilities

01

Native parent-child model

Your workspace as the agency, each client as an independent account. No workarounds or hacks — the model is designed from the ground up for agencies.

02

Per-account data isolation

Each account has its own dashboards, media plans, social calendar, tasks, and contacts. One client's data never mixes with another's.

03

Team assigned per account

Assign team members to specific accounts with differentiated roles. Each person only sees the accounts they're assigned to.

04

Scalable tiers

Start with up to 10 accounts included. Scale to 30, 60, or 100 as your agency grows. Switch tiers at any time.

01

Account list with indicators

Account table with name, member count, active modules with badges, last activity date, and status. Sort by any column, search by name.

Cuentas
4 cuentas
CuentaMiembrosModulosActividadEstado
Cliente ABC
48 modulosHace 2h
Activa
Agencia Digital XYZ
612 modulosHace 1h
Activa
Tienda Online Pro
36 modulosAyer
Activa
Startup Beta
24 modulosHace 5 dias
Inactiva
3 cuentas activas, 1 inactiva+ Nueva cuenta
02

Creation and onboarding

Account creation wizard: client name, team member assignment, module selection, and initial setup steps. The account is operational in minutes.

Nueva Cuenta
Paso 2 de 3
Datos
2
Equipo
3
Modulos
Asignar miembros
MG
Maria Garcia
maria@agencia.com
Admin
CL
Carlos Lopez
carlos@agencia.com
Member
+ Agregar miembro
Atras
Siguiente

Manage your clients at scale

Autonomous accounts, isolated data, flexible growth.

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