For agencies
Give each client a workspace with its own leads, mailboxes, campaigns and pipeline. Switch between them in a click, invite clients to see their own results, and keep everyone else's out of view.
The problem
Agency owners tell us the outbound work is fine. Everything around it is not.
Each client came with their own sequencer, their own lead source and their own logins. Your team spends Monday morning in a password manager instead of in campaigns.
I kept a spreadsheet just for which client used which tool.
Every Friday someone copies numbers from three dashboards into a slide, and the client still asks which emails actually got replies.
Reporting took longer than running the campaign.
Shared mailboxes and shared domains mean one client's bad list raises bounces for everyone. Explaining that on a client call is no fun.
We lost a client over another client's bounces.
How ZicReach fixes it
Workspaces keep every client apart. The tools inside each one are the same, so your team learns them once.
Each client gets its own lead tables, mailboxes, campaigns, Unibox and CRM. Connect their mailboxes in their workspace, and the switcher in the top bar takes you to the next client in one click.
Client mailboxes warm through the shared pool for free, while health, limits and pauses stay per mailbox. If one client's list goes bad, only that mailbox stops sending.
Every campaign shows sends, replies and the subject line that is winning, and says in one line why it stopped if it does. ZicAgent can build the next client's first campaign from one message.
Interested replies open deals on each client's CRM board. Invite the client as a member and they see their own pipeline and replies. Members cannot manage users, billing or API keys.
A day with ZicReach
Five clients before the end of the day, without opening another tab.
8:00
YouChecks the weekend numbers
ZicReachUnibox
Sorted the weekend's replies in every client workspace.
9:30
YouSwitches to Northwind Labs
ZicReachAI Warmup
Paused one of their mailboxes at health 84, with the reason in one line.
11:00
YouOnboards a new client
ZicReachZicAgent
Built their first campaign from one message, waiting for Confirm.
14:00
YouClient call with Halcyon Freight
ZicReachCRM
Their board shows 7 meetings booked this month.
16:00
YouInvites the client's sales lead
ZicReachRoles
Member access to their workspace only. No billing, no API keys.
Works with
Connect Google, Microsoft, Zoho, Hostinger or any SMTP mailbox, and pass results to the tools each client runs.
MCP server and APIWe run outbound for nineteen clients from one login. Each client sees their own pipeline and nothing else, and my team stopped building Friday reports.
Brightpath HR
19
client workspaces, one login
FAQ
What agencies ask us most, in short answers.
Yes. Each client gets its own workspace with its own leads, mailboxes, campaigns, replies and CRM. Nothing is shared between workspaces.
Yes. Invite them to their workspace as a member. They can see and work their campaigns and replies, but cannot manage users, billing or API keys.
Owner, admin and member, set per workspace. Owners and admins manage people, billing and API keys; members do the day to day work.
The Scale plan includes workspaces and roles, and a custom plan can price volume credits across many clients. Warmup stays free for every client mailbox.
Health is tracked per mailbox, and campaigns pause on any mailbox that drops below your limit. Keep each client on their own domains and their results stay theirs.
Yes. Ask it in the client's workspace to find leads, write a sequence and pick mailboxes. It shows a Confirm card before anything starts.
Start free and set up your first client workspace today, or book a demo and we will plan the move with you.
Free plan, 100 credits a monthNo card neededSet up in minutes
12,480meetings booked by ZicReach teams this month
