Give every client a project, all on one bill.
Keep their data separate, their apps working together, and more of the budget on the work.
- Separate projects
- Start with the apps they need
- No seats
Boundaries
Each client stays in their project.
Contacts, integrations and access are scoped to the project. Put the right people in the right workspace.
- A project per client
- Their customer list, not yours mixed in
- Invite the client when you want
The report
Show them the numbers in their stack.
Visits, campaigns and signups live next to the work you shipped. Monday does not start in Ads Manager.
- Sources and signups together
- A link you can send
- The same report they see later
After launch
Leave a system, not a one-off campaign.
Welcome emails and follow-ups keep running in their project after you hand it over.
- Campaigns from their contacts
- Add Support when they need a desk
- Turn apps on without a new vendor
Customers
One report. Every client.
“Snippet went in before lunch. By mid-afternoon I was watching real visits and answering our first chat.”
“We shipped Thursday and I forgot the trial follow-up. The workflow sent it anyway.”
“The assistant handled the how-do-I questions from our docs. The tricky one came to me with the full thread attached.”
“Three invoices became one. I invited our new hire and the price didn't move.”
“A chargeback came in Tuesday. The payments, emails, and activity were already in the case.”
“Signup notifications took a minute to turn on. The events were already there from analytics.”
Questions for agencies.
And straight answers.
Yes. Customer data, integrations, access and usage are scoped to the project. Make one per client.
No. Start with the apps they need today. Turn more on when the work needs them.
Each project has its own usage. You are not buying seats for every client team.
Email support@saasco.com with how many client projects you run and which apps you need first.
Open the first client project.
Keep their stack in one workspace, and keep the next client on the same bill.
Build a client project