Run every client from one place. Show them what it earned.
Separate workspaces per client, your own branding, and a revenue number you can put in a monthly report without flinching.
The problem
Your clients do not want a screenshot of open rates.
Every retainer conversation eventually reaches the same question: what did this actually do for us? Delivery reports do not answer it, so the renewal turns on whether the client feels good about you — which is a terrible thing for a business to depend on.
What it runs for you
Four things, from day one.
Your details, kept
It tracks what your trade actually cares about.
Custom fields arrive from your own spreadsheet, or the AI fills them from the conversation — and they stay filterable forever. So a reminder can be based on the thing that matters, not on the date you happened to add someone.
Every one of these becomes something you can segment on, trigger a journey from, and send against.
Where it stops
The limit that matters here.
Client data is separated by workspace. Nothing is shared or pooled between the businesses you run.
Agencies do not lose clients over strategy. They lose them in the month nobody could prove anything.
Start with the customers you already have.
Import your list and see what is sitting in it.
The AI marketing engine for businesses that grow on repeat customers.