Run every client from one login
Give each client their own workspace with its own contacts, numbers, inbox and team, and switch between them from the top bar.
Client workspaces
Sample data
Workspaces is included.
So is every other module, in one app.
- $0 to self-host, forever
- Your own keys, no markup
- Sandbox mode: try it with zero keys
What you can do
Every client at a glance
One dashboard with each workspace's contacts, open deals, unread conversations, team and last activity.
Sub-accounts
Separate data per client, enforced in the database with row-level security.
Start a client three ways
Create a workspace blank, from a snapshot, or by cloning another client's setup.
Login as
Step into a client workspace with a reason and a time limit, all audited.
Staff without admin powers
Agency staff see only the client workspaces you add them to.
Agency Docs and Media
Your own space for playbooks and files, private until you share them with named client users.
Sending caps per client
Set daily email and SMS limits for each workspace, with every change audited.
Questions about Workspaces
How much is the Agency plan?
The Agency plan is planned at $97 a month, or $297 a month with white label, in Release 3. Self-hosters can already run workspaces for their own clients at no cost.
Can agencies use Imago for clients under their own brand?
Self-hosted, you can run workspaces for your own clients today, with snapshots to clone your setup and Login as to support them. The Agency plan (Release 3) adds hosted sub-accounts, white label with your brand and domains, and rebilling clients for usage at your own markup through Stripe Connect.
Can I copy one client's setup to another?
Yes. Snapshots capture workflows, pages, forms, calendars and agents and apply them to a new or existing workspace. Links are rewired to the new copies and no customer data is copied.