Run every client from one agency workspace
Agencies that operate sales, support or recruitment for clients give each client its own workspace — and manage, report on and share results with all of them from one place.
How agencies use OpsyncHub
- Add a client and provision its workspace; the client owner is invited by email.
- Choose which products the client workspace has.
- Delegate access to your staff and apply playbooks and branding.
- Report on each client from the agency workspace.
What agencies use
Agency client workspaces
Available with limitsFor agencies: create and fund client workspaces, choose their products, delegate access, and run playbooks and reports across clients.
Learn moreClient portal
AvailableA portal where your clients see their campaigns, deals, activity, results and recordings, and message your team.
Learn moreWork items and approvals
Available with limitsTasks, tickets and requests as work items with references like TKT-1042, assignees, status history, comments and time logged against them.
Learn moreAnalytics and reporting
Available with limitsCustom dashboards, revenue and funnel reports, agent performance, leaderboards, exports and scheduled email reports.
Learn more