Agency plan includes
- Up to 5 client companies from one login
- 100 team members with role-based access
- Everything in Premium — unlimited module usage
- Priority support and review
- Separate module settings per company
- Centralized billing for your agency account
Typical agency workflow
- 1. Onboard clients — Create a company per client and publish their directory profile.
- 2. Enable modules — Turn on CRM, sales, or marketing per client needs.
- 3. Collaborate — Invite team members with module-level permissions.
- 4. Report & bill — Use sales and accounting modules for client deliverables.