Solutions · Agencies

AI for Agencies

Stop running your agency on a duct-taped stack. White-label Ai per client, automate intake, AI-draft proposals, run retainers as subscriptions, and have one CRM that sees everything.

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The average creative or marketing agency runs on 12+ SaaS tools — HubSpot for CRM, ActiveCampaign for nurtures, ClickUp for project management, Loom for client check-ins, DocuSign for contracts, Stripe for billing, Slack Connect for client comms, Calendly for booking, Notion for SOPs. Each tool is good. The integration tax between them — duplicated contacts, broken automations, monthly bills creeping past $2,000 — is what's killing the margin.

Ai is built so an agency can run end-to-end on one platform. White-label client portals where each client sees only their work. AI Assistant that drafts proposals, summarizes client meetings, and surfaces the next action across every retainer. Stripe Connect for billing the way you already bill. Workflows that automate the 200 small tasks per week eating your team's calendar.

And because Ai is multi-tenant by design, you can resell it. Spin up a tenant for each client, brand it with their colors, deploy on their domain, and charge a recurring fee on top of your retainer. Your CRM sees all clients in one workspace; each client only sees their own.

The day-to-day friction

The patterns we hear most from agencies every week.

12 SaaS subscriptions

$1,500–$3,000/month in tool fees just to operate. Half the team's onboarding is learning where each piece of client data lives.

Manual intake

New client → form → spreadsheet → CRM → Slack channel → ClickUp project → DocuSign → invoice. 90 minutes per client of copy-paste before real work starts.

Proposal-to-payment lag

Quote in Google Docs → email PDF → DocuSign → invoice in QuickBooks → payment in Stripe → manual update in CRM. 4–7 day cycle for what should take 5 minutes.

Retainer churn invisibility

Client engagement drops weeks before they cancel. Without unified analytics, you find out about the churn risk on the cancellation call.

How Ai handles it

Every module is one toggle away. Pick what you need; the rest stays out of your way.

AI Assistant + Workflows

Draft proposals, summarize client calls, schedule follow-ups, and execute multi-step workflows from chat. 87+ tools and full confirmation flow before anything fires.

White-Label Branding + Custom Domains

Run Ai on your own domain (or your client's). Logo, colors, fonts, custom CSS, auto-SSL — your clients never see our brand.

Subscriptions + Stripe Connect

Charge retainers monthly or yearly. Stripe Connect routes payouts to your account. Auto-grant access on payment, auto-revoke on cancel.

eSign + Documents

Self-hosted contract signing — typed-name acceptance, IP + timestamp audit log, magic-link delivery. No DocuSign $25/seat fees.

Unified Inbox + Ai Phones

Email + SMS + voice + WhatsApp threaded by client. Per-tenant phone numbers with A2P 10DLC compliance + AI voice agent for inbound.

Pages / CMS + AI Site Builder

Spin up client landing pages in minutes. AI-generated from a brief, then click-to-tweak via property panel. 23 block types covering every shape.

Common questions

Can we resell Ai to our clients?+
Yes — that's a primary use case. Each client gets their own tenant with white-label branding and (optionally) their own domain. You can charge what you want; we don't touch the client billing relationship.
How does this compare to running HubSpot + ClickUp + DocuSign?+
It's a single platform with the same surface area, an AI assistant wired across every module, and a flat per-module fee. Most agencies cut their tool spend by 60–80% in the first quarter and reclaim 5–10 hours per team member per week from context-switching.
Can the AI write proposals in our voice?+
Yes. The AI Rewrite system has tone-matching settings — feed it 2–3 of your past proposals and it writes in your voice. Output passes confirmation before sending; you can edit any draft before the prospect sees it.
Do you support per-client SSO?+
Better-Auth handles per-tenant authentication with magic links by default. Custom SSO (Google Workspace, Okta) is on the roadmap for enterprise tenants.
What about data isolation between client tenants?+
Hard tenant isolation at the row level. Each tenant has its own ID, its own keys, and its own audit log. Cross-tenant queries are impossible by design — even a misconfigured AI tool can't return data from another tenant.
Can we automate client intake?+
Yes. Forms → Workflows → CRM → contracts → calendar booking → onboarding email — all wireable in one flow with no Zapier in between. The platform's workflow engine has 16 node types and event triggers across every module.

Ready to run on Ai?

5-minute setup. 14-day free trial. Every module in. Cancel anytime.

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