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AgenciesJun 7, 2026·5 min read

How agencies run 20 clients in one dashboard

PT
Pexpy Team
Growth

The agency stack usually grows one emergency at a time: a reporting tool here, a project tracker there, a spreadsheet that became load-bearing in 2023. Every client adds another copy of everything.

One workspace per client

In Pexpy, each client is a workspace: their CRM, their invoices, their ads, their files. Data never crosses. Your team switches clients from the header in two clicks, and what they see re-renders to that client’s world.

Sell modules, not seats

Activate only what each client pays for — CRM and reports for one, the full commerce stack for another. Set per-client prices and the platform meters usage. Your packaging finally matches your invoicing.

The Monday report, automated

The AI copilot reads each workspace and drafts the story: spend, CTR, ROAS, pipeline movement, what to do next. You review, you send, you move on.


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