Run every client from one account.
Give each client their own workspace, send them weekly or monthly PDF reports from your own mailbox, share a live read-only portal, and move credit and set spending limits from the agency.
Your agency
- Northwind$120 · limit $300/mo
- Harbor Co$45 · limit $100/mo
- Lumen LabsArchived
Shared block list applies to every client.
From: you@youragency.com · every Monday
Northwind: weekly outreach report
1,240
sent
38
replies
9
positive
northwind-report.pdf Portal link: on
What it does
Client workspaces
Separate leads, mailboxes, campaigns and wallet per client; your team gets access per client.
Scheduled PDF reports
Weekly or monthly, for a client or a campaign tag, emailed to the client from one of your own mailboxes.
Portal links
A live read-only page of campaigns and interested leads, by an unguessable link you can turn off any time.
Credit transfers
Move paid balance between the agency and its clients. Promotional credit stays where it was granted.
Spend limits
A monthly spending limit per client that sending respects.
Shared block list
Block an address or @domain once at the agency and no client workspace emails it.
Archive, don’t delete
Archiving a client stops its campaigns and portal and keeps its billing history; restore any time.
How it works in Inboxed
Add a client
Create a client workspace and give teammates access.
Fund it
Transfer credit from the agency wallet, and set a monthly limit.
Schedule a report
Pick the client, frequency, recipients and the mailbox it sends from. Send a test to yourself first.
Share the portal
Send the link; turn it off when the engagement ends.
Honest limits
What this doesn’t do, and what it needs from you.
- The client portal shows Inboxed’s name next to “Prepared by” your agency. There’s no white-label.
- The PDF’s fonts cover Western European characters; others show as “?”.
- Reports are sent from your own connected mailbox, so it needs to be healthy.
Questions
Can a client see other clients?
No. Each client workspace and portal shows only that client’s data.
Can I move a client’s unused balance back?
Yes, paid balance can move between the agency and its clients. Promotional credit can’t be moved.
Works with the rest of Inboxed
Warm up today. Launch when you’re ready. Pay only for emails that send.
No subscription, no card to start. Connect a mailbox and warmup begins in under a minute.