All your clients, each in their own workspace
One account, many organisations. Client data and connections never mix, and you see everyone’s results on one screen.
Screenshots from a demo organisation. People and numbers are fictional.
Roles for your team and your client
Owners and admins configure. Operators handle leads. Viewers see results without settings and with masked personal data.
Clients see their own campaigns
The viewer role gets read-only access to the campaign report. Campaign names are not personal data, so clients see the full picture.
Background jobs per client
Lead imports, spend and sheet syncs run in each organisation’s own queue. Organisations take turns, so a big client never blocks a small one.
Priced per client, not per seat
No plan limits organisations or users. Add a client whenever you win one; the plan follows your total number of leads.
- A shared pool of 25,000 leads and orders per month
- Up to 15 Meta ad accounts
- An onboarding call included
No. Each organisation has its own data, connections and team. A team member sees only the organisations they were invited to.
Anyone who is an owner or admin in at least two organisations. It shows one row per organisation and flags stale data.
No. You always choose a specific ad account. There is no “all accounts” option, so one client’s data cannot end up with another.
See also
- Meta Conversions APILeads, sheet rows and orders sent to Meta from a server, without duplicates.See details
- CRMOne person per phone or email, full history, stages, owner and tasks.See details
- AutomationsSMS to new leads, tasks and webhooks, with sending hours and an opt-out list.See details
- Campaign reportingMeta spend joined with CRM stages: cost per lead, per qualified lead and per sale.See details
- Security and privacyEncryption, hashing, roles, retention and self-hosting.See details
See what Meta sees
Connect your ad account and see which forms are ready and which need fixing. Free up to 100 leads a month, no card required.