One click between clients
Switch client in a click without logging out. Data is fully isolated per client, so the switch is a real context change rather than a filter you have to trust.
For marketing agencies
Run the whole book from one account
Every client in one place with their data kept apart, each on the tier that fits, and the brands you are chasing monitored alongside the ones you have won.
Key takeaway
Most analytics tools price and structure themselves for one brand, and an agency ends up running twenty logins and paying twenty times. The unit here is the book, not the brand: one account, per-client isolation, volume pricing by client count, and a desk for the prospects you have not won yet.
Portfolio
Twenty clients, one login, no shared data
The daily cost of running an agency book is not analysis, it is context switching. Twenty tabs, twenty credential sets, and the constant risk of showing one client another client's number.
Access set per client
Give each client exactly the access they want. Full dashboard, read-only, report-only or none, because forcing a PDF client to log in loses accounts and so does the reverse.
Each client on the tier that fits
Put a client on the plan their stage needs. Moving them up is a change you make rather than a renegotiation, so a small client is never carrying the cost of a big one.
Pitch Desk
Monitor the brands you have not won yet
Pitching is where an agency spends its unpaid hours, usually on a deck built from a one-off audit that is stale by the meeting. A prospect workspace keeps that audit running.
Prospects, ranked by what moved
Know which prospect to call this week. Each carries its AI share of voice and how it has moved since your first audit, and the list opens on whoever just dropped.
Running, not a snapshot
Pitch with an audit that is still true on the day of the meeting. Weekly probe cadence, capped at five workspaces, pausing itself after 60 days so an abandoned pitch stops costing anything.
Won pitches convert in place
Keep the history you built while chasing them. A prospect becomes a client account without going through billing first, so nothing restarts at zero.
The proof
The thing that keeps the account after month three
Winning is a pitch problem. Keeping is a proof problem, and it arrives the first time a client asks why your number differs from their Shopify dashboard.
A tracking contract they can open
Turn "tracking is fine" into something the client can check. Every expected event, the vendor tags wired to it, and a verdict computed live rather than stored.
White-label throughout
Put your brand on the dashboard and the reports. Your logo, your domain, your colours, and the client never has to learn which platform is underneath.
One number, dashboard to deck
Present without fearing a contradiction. The report reads the same deduplicated conversion the dashboard shows, so a slide cannot argue with a screen from last week.
FAQ
Direct answers.
Per client, with volume discounts by client count, and every connector included on every tier so a smaller client is not handicapped on data sources. Each client sits on the plan that fits their stage rather than everyone being dragged to the same one. There is no per-seat charge on your own team, because an agency adding an analyst should not be a billing event.
Yes. Each client is its own organisation with its own data, its own connectors, its own users and its own billing, and switching between them is a context change rather than a filter applied to a shared pool. That distinction matters the day a client asks whether their competitor is also your client.
A workspace for prospects rather than clients, part of the Partner programme. You add a brand you are pitching and it is audited on a weekly cadence, giving you its AI share of voice and how that has moved since the first audit, with the list ordered by movement so it opens on whoever just dropped. It caps at five workspaces, pauses itself after 60 days of inactivity so a dead pitch costs nothing, and converts to a real client account in place when you win.
Logo, domain and colours across both the dashboard and the reports, so a client logging in sees your brand throughout. Whether a client gets dashboard access at all is your call, set per client. Nothing forces you to expose the platform to a client who only wants the monthly summary.
Their data goes with them if they want it, and being able to say that cleanly is worth more in a pitch than it costs you in churn. Raw events and attribution tables export to a cloud bucket in Parquet or CSV on the schema the interface reads, with no retention limit quietly deleting history first.
14-day free trial
Put the whole book in one account
14-day free trial. Portfolio, per-client isolation and white-label reporting are on every plan, with volume pricing by client count.