Skip to main content
Learn how to organize and manage multiple clients using the Workspace CRM features.

​
Overview

The Workspace CRM helps agencies:
  • Track all clients in one place
  • Manage client websites
  • Handle billing and invoicing
  • Allocate AI credits
  • Control access permissions
1

Set Up Your Workspace

Before adding clients:
  1. Configure your workspace name in Settings
  2. Upload your agency logo
  3. Set up white label domain (optional)
  4. Connect Stripe for billing
2

Add Your First Client

  1. Click CRM in the sidebar
  2. Click Add Client
  3. Enter client details:
    • Name
    • Email
    • Company name
    • Notes (optional)
  4. Click Save
The client receives an invitation email to access their dashboard.
3

Configure Client Limits

For each client, set:
  • Website Limit: Maximum websites they can create
  • Monthly Credits: AI credits allocated per month
  • Agentic Mode: Enable/disable AI interface
4

Create Client Websites

Create websites on behalf of clients:
  1. Use the AI prompt builder
  2. Generate the website
  3. The website appears in the client’s dashboard
Or let clients create their own within their limits.
5

Set Up Billing

For each client:
  1. Open client details in CRM
  2. Go to Billing tab
  3. Click Create Invoice
  4. Set service name, price, frequency
  5. Send invoice
6

Monitor Client Activity

Track client usage:
  • Websites Tab: See all client websites
  • Credits Tab: Monitor credit consumption
  • Billing Tab: View payment history
7

Organize with Notes

Use the notes field to track:
  • Project requirements
  • Communication history
  • Special arrangements
  • Renewal dates

​
Best Practices

  • Set clear credit limits upfront
  • Review usage monthly
  • Communicate proactively about limits
  • Use consistent naming conventions
  • Document client preferences

​
Scaling Tips

For many clients:
  • Use batch import for bulk client creation
  • Set standard credit allocations
  • Create template websites to clone
  • Establish billing schedules

All Tutorials

Learn more

White Label Setup

Learn more