PLATFORM · MULTI-CLIENT
Run every client from one place — without mixing anything up.
Every client gets a fully isolated workspace. Your team sees all of them. Your clients see only their own. Unlimited workspaces on Pro.
WHY IT MATTERS
Complete client isolation
Each client workspace is fully sandboxed. Data, users, and automations never bleed across clients.
Agency master view
See all clients from one dashboard. Filter by status, health, activity, or account type.
Instant client onboarding
New client workspace created in minutes — pre-loaded with your standard templates and automations.
Unlimited on Pro
No per-client seat charges. No workspace limits on Pro. Add clients without watching a meter.
How multi-client workspaces work
- 1
Create your agency workspace
Your agency master workspace is the control center. From here you see every client, every project, every deliverable.
- 2
Spin up client workspaces
One click to create a new client workspace. Choose a template (blank, onboarding, retainer, project) and it's ready in seconds.
- 3
Assign your team
Add team members to the clients they're working on. They see only their assigned clients — not your entire book.
- 4
Onboard your client
Invite the client with one link. They access only their workspace, branded to your agency.
IN PRACTICE
Example: A 30-client marketing agency
Northlight Agency manages 30 clients across paid ads, SEO, and content. Each client has a workspace with their campaigns, assets, reports, and communication history.
The agency master workspace shows all 30 clients. Filter by: at-risk (3), up for renewal (7), new onboarding (2). Click into any client. See everything in context. No spreadsheet. No Slack search.
Before GFunnel, we had one Notion workspace for everything. Client data mixed with internal work. It was a mess. Now every client is isolated. Clean. It changed how we operate.
MORE DETAIL
What you also get
Template-based onboarding
Every new client workspace pre-loads with your standard modules, tasks, and automations.
Account health signals
See engagement, activity, and completion rates across every client workspace at a glance.
Sub-contractor access
Grant scoped workspace access to sub-contractors. They see what they need — nothing more.
Archive without deleting
Close a client engagement cleanly. Archive the workspace. Data stays. Billing stops.
Built for agencies. Built for scale.
Free forever. Unlimited seats. Add white-label and unlimited client workspaces on Pro.