A CRM for marketing agencies with many clients

Each client gets a separate account with its own contacts, pipelines, inbox, calendars, funnels and reports. Nothing is shared between clients. Your team moves between accounts from one login, while the client's staff see only their own. Role-based permissions let you decide what each client user can do, from a read-only view of reports to full use of the inbox and pipeline.

Once you have built a set-up that works for one type of client, you can save it as a snapshot and load it into a new account. The snapshot carries the pipelines, workflows, forms, funnels, calendars and message templates. You then adjust names, offers and branding for the new client. Onboarding takes less of your senior team's time and clients receive the same standard.

Clients stay when they can see what your work produced. Each account has dashboards for leads by source, appointments booked, pipeline value, calls and ad performance for Google and Meta campaigns. Because the client's team updates deals in the same system, your monthly report can show leads that became paying customers, which is a stronger story than clicks and impressions.

Many agencies include the platform in their monthly retainer, alongside ads, content and reporting. The client receives a working system for follow-up, and your agency becomes harder to replace because the leads, conversations and automations sit in the account you manage for them. How you package and price it is your decision. Our terms for agencies: Agency pricing is quoted by the number of managed client accounts and the required onboarding/support scope. Client messaging, phone, WhatsApp and AI usage is charged separately. Contact Euro Digital for an agency rate card..

An account manager opens the agency view in the morning and checks each client account for new leads, unanswered conversations and failed automations. Campaign staff build landing pages and schedule social posts inside the relevant account. Client staff reply to their own enquiries. At the end of the month the reports are already there.

• Each client's data stays in that client's account.
• Your team reaches every account from one login.
• A change that works for one client can be copied to others.
• Each client's WhatsApp number, templates and opt-in records belong to that client's account.

Euro Digital sets up your agency view, builds your first client account with you and helps you turn it into a snapshot. As an official Meta WhatsApp Business Partner, we connect each client's WhatsApp number and handle template approval. We train your account managers, and our support team in Abu Dhabi and India is there when a client asks for something new.