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For agencies

Run every client from one login, each in its own workspace.

We started as an agency ourselves. Every new client meant a new landing-page tool, a new WhatsApp vendor and a new CRM login, plus a monthly report stitched together in Google Slides.

Client pipeline in Marketiism with deal values in rupees at each stage
The real app, recorded in our own Marketiism Media workspace. Client names are sample data.

Where it usually goes wrong

  • A different stack of tools for every client

  • Showing ROI means screenshots and spreadsheets

  • Software bills eat into thin retainers

What we'd set up first

In this order. Each step is useful even if you stop there.

A separate workspace per client, with their pages on their own domain

Uses CRM & Pipelines, Funnels & Sites

Client reports from one dashboard

Uses Ads & Revenue Tracking

Save a setup once, reuse it for the next clinic or coach

Uses Automations

The apps behind it

Sell

CRM & Pipelines

A list of every lead, a board of every deal, and a timeline that fills itself from forms, chats and payments.

  • A timeline nobody has to type
  • Boards that match how you sell
  • A short list of who to call today
Grow

Funnels & Sites

Build a landing page, a small website or a full webinar funnel. Type what you want or drag blocks around.

  • Start from a sentence, then edit by hand
  • The whole funnel in one place
  • Light pages for 4G phones
Grow

Ads & Revenue Tracking

Follow a rupee from the ad click to the lead, the sale and the renewal, per contact.

  • From click to payment
  • Purchases sent back to Meta
  • Reports that answer one question each
AI & Automation

Automations

Wait, branch, send a message, add a tag, create a task. Workflows that run across every app here.

  • One canvas, readable by anyone
  • Start from a recipe
  • A log of every run

From signed contract to live in a day

  • Morning

The workspace

What comes in
New dental clinic client signs
What runs on its own
New workspace from your clinic snapshot
What you get
Pages, pipeline and reminders already there
  • Afternoon

Their WhatsApp

What comes in
Client connects their own number
What runs on its own
Templates and the shared inbox ready
What you get
Their front desk replies from day one
  • Month end

The monthly report

What comes in
Leads, bookings and payments in one place
What runs on its own
Revenue by campaign from real payments
What you get
A report without screenshots

Per-client tools vs one platform

Per-client tools vs one platform
FeatureMarketiism AgencySeparate tools per client
Logins per clientOne workspacePage builder, CRM, WhatsApp tool, payments
Starting a new clientLoad a snapshotRebuild everything
Monthly reportRevenue by campaign, real paymentsScreenshots in slides
Billing₹9,999/month, billed in rupeesSeveral bills, often in dollars
Client dataSeparated per workspaceSpread across vendors

Built from running our own agency

  • A workspace per client

    Contacts, numbers, pages and reports kept apart.

  • Snapshots

    Save a working setup and reuse it for the next client in the same trade.

  • Client domains

    Landing pages on each client's own domain.

  • Unlimited seats

    Your team and the client's team, each with their own login.

  • API and webhooks

    Connect your own reporting or tools.

  • Partner programme

    Prefer referring clients? Earn commission with TDS handled.

Questions people ask

How can an agency run every client from one login?

Give each client their own workspace with its own contacts, WhatsApp number, pages and reports, and copy a proven setup from one client to the next. The Agency plan does this for ₹9,999 a month before GST, with unlimited contacts and seats. Clients' data never mixes.

  • 1 login Every client. Switch workspaces in a click.
  • ₹9,999 Agency plan per month. Before GST, unlimited seats.
  • Snapshots Copy a setup. From one clinic to the next.
  • Separate Client data. Isolation tested on every change.
What does the Agency plan include?
The Agency plan at ₹9,999 a month before GST includes a separate workspace for each client, unlimited contacts and team members, unlimited funnels and automations, courses, the AI Assistant, the public API and priority support. Paying yearly brings it to ₹7,999 a month. Every plan starts with a 14-day free trial.
Do I pay extra for each client?
No. The Agency plan covers as many client workspaces as you run, with unlimited contacts and seats. Each client's WhatsApp message charges are billed by Meta to the client's own account, and payments go to the client's own gateway, so there's nothing to rebill. Your margin stays clean.
Can clients log in and see their own data?
Yes. Invite people from the client's team into their workspace with the role that suits them, such as the front desk for the inbox or an accountant for read-only billing. They only see their own workspace, never your other clients. You can remove their access at any time from settings.
What is a snapshot?
A snapshot is a saved copy of a workspace setup: pages, pipelines, automations and templates. Load it into a new client's workspace and most of the work is done. Agencies keep one snapshot per trade, such as clinics, coaches or salons, and improve it with each client.
Is each client's data kept separate?
Yes. Every client works in their own workspace, and every database query is scoped to one workspace. Automated tests try to read across workspaces on every code change and fail the build if they can, so one client's data can't appear in another's reports. Agencies rely on that.
Can each client use their own WhatsApp number?
Yes. Each client connects their own business number to Meta's Cloud API inside their workspace, and Meta bills that client directly. Their team replies from a shared inbox, and they can keep using the WhatsApp Business app on their phone with the same number. Numbers never mix.
Can landing pages run on the client's domain?
Yes. Point the client's domain or subdomain to Marketiism with a DNS record, and their pages load on their own address with an SSL certificate issued automatically. Visitors never see your agency's or our address unless you choose to show it. Each client can have several domains.
How do I report results to clients?
Revenue Analytics shows leads, bookings and payments by campaign inside each client's workspace, based on money actually received. Instead of screenshots from three ad accounts, you show which campaign brought paying customers, which is the conversation clients actually want to have. Reports stay inside each client's workspace.
Can I connect our own reporting tools?
Yes. The Agency plan includes the public REST API with scoped keys and signed outbound webhooks, so you can send contacts, orders and events to your own dashboards or tools. The developer docs explain authentication, rate limits and signature checks. Zapier works through the same webhooks if you prefer it.
Is there a partner or referral option?
Yes. If you'd rather refer businesses than run them on your plan, join the partner programme. Commissions are paid monthly to your UPI or bank account with TDS deducted, and a partner dashboard shows clicks, sign-ups and payouts. Applications are reviewed by our team. It's linked from the footer.
Can I move existing clients from GoHighLevel?
Yes. Contacts come in from CSV exports, WhatsApp numbers connect to each client's workspace, and on the Agency plan our team helps rebuild funnels and templates. Many agencies move one client first, prove it out, then move the rest over a few weeks. Nothing has to switch overnight.
Do you support Indian payment gateways for clients?
Yes. Each client connects their own Razorpay, Cashfree or Stripe account, so payments settle to the client directly and show on their own customers' records. Your agency sets things up but never sits in the money flow, which keeps accounts clean and avoids awkward questions later.
How many team members can I add?
Unlimited on the Agency plan, both for your agency and for each client's team. Everyone has their own login and role. You can see who replied to which chat and remove access cleanly when a freelancer or client employee moves on. There's no per-seat charge.
Can I try it with one client first?
Yes. Start the 14-day free trial, set up one client's workspace and run it for real. You can start on Growth and move to Agency when you add the second client, or start on Agency directly. No card is needed for the trial. Most agencies start that way.
Does Marketiism use this for its own clients?
Yes. Marketiism started as an agency for clinics, coaches and local businesses, and our own client work runs on this platform. The Agency plan is built around what we needed: fast onboarding, separate client data and reports based on real payments. If something breaks, we feel it first.

Try it on your own business for two weeks.

14 days free, no card. Or start with a free audit of your Google profile and a free one-page site.