The agency playbook: one workspace per client

How outreach agencies keep each client's leads, money and replies separate, and still work from one login.

Agencies don't fail at cold email because of copy. They fail at the seams: a lead from one client answered from another client's mailbox, a budget spent on the wrong campaign, a Friday lost to building reports.

One workspace per client

In Inboxed, an agency workspace holds a separate client workspace for each customer. Each one has its own lead lists, campaigns, mailboxes, inbox and wallet. Nothing crosses between them, and the app checks that on every request, not just in the menu.

• Top up each client's wallet separately, so spend is visible per client.
• Agency owners and admins get access to every client automatically.
• Switch clients from the workspace menu without logging out.

Roles that match how agencies work

Give SDRs access to reply, managers access to launch and stop campaigns, and admins access to money. Viewers can see results without changing anything. Replies can require a manager's approval before they go out.

A live link instead of a weekly report

Each client can get a private portal link showing campaign status and results, read-only. You can turn the link off at any time, and it never shows other clients.

Try it

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