Managing multiple clients: workspaces for agencies

An agency that runs social media and lead generation for ten clients usually lives in ten inboxes. OnlyContact solves this with workspaces: one account, a separate area for every client and an agency CRM for multiple clients that keeps their data apart.

One workspace per client

Create a workspace for each client and assign their channels: Facebook page, Instagram account, WhatsApp number, live chat and website forms. Their conversations, leads and posts move into the workspace with them.

Everything at once, or one client at a time

A switcher in the top bar shows either all workspaces together or a single client. The account owner keeps the full picture; an account manager can focus on one brand without noise from the others.

Access only to what people need

• Agency staff can be limited to the clients they work on
• A client's own team can log in and see only their workspace
• Limited users cannot change users, billing or sales stages, so nobody can widen their own access
• New chats and leads are assigned only to people who can see that client

Content and conversations side by side

Plan posts for each client with the content calendar, answer their WhatsApp and Instagram messages and report how many leads came in. The social media management module and the inbox use the same workspace switcher.

Is it right for you?

Set it up in five steps

1. Connect the client’s Facebook page, Instagram account and WhatsApp number
2. Create a workspace with the client’s name and colour
3. Assign the channels, website forms and live chat to the workspace
4. Invite your account manager and, if you like, the client’s own staff, limited to this workspace
5. Switch to the workspace in the top bar and start answering and planning

Workspaces are optional: a single business keeps everything in one view. Agencies and companies with several brands or branches get the most out of them. See which plan fits your number of channels on the pricing page.