How agencies run 20 clients in one dashboard
Workspaces are the unit of sanity: separate data, branding and module sets per client — with one login and one bill for you.
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.