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Workspace CRM manages your agency clients—people you bill for website services. Website CRM manages your website’s customers—people who buy products on your published sites.
You need Stripe connected to send invoices and process payments. You can still manage client information, allocate credits, and track details without Stripe—just no billing features.
Client limits by plan:
  • Business: 20 clients
  • Elite: 100 clients
  • Reseller: Unlimited
Pro and Business plans don’t include client management.
No, clients only see their own websites and information. Each client’s view is completely isolated.
All currencies supported by Stripe, including USD, EUR, GBP, CAD, AUD, and many more. Set the currency per invoice.
Yes, you set custom pricing per invoice. Charge whatever amount makes sense for your services.
Refunds are processed through Stripe. Go to the invoice, click Refund, and the amount returns to the client’s original payment method.
You allocate AI credits from your workspace pool to clients. Clients use their allocation for AI features. You control how many credits each client gets monthly.
No, monthly credit allocations reset each month. Unused credits don’t carry forward.
Yes, create subscriptions for clients with automatic monthly or custom-frequency billing. Stripe handles the recurring charges.
View all invoices and payment status in CRM → Billing tab. See paid, pending, and overdue invoices at a glance.
Yes, invoices include a payment link. Clients click the link and pay securely through Stripe.

Add a Client

Create client accounts

Create Invoice

Bill your clients