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Agency Mode: Managing multiple clients
Use CooVex Agency Mode to manage all your clients from a single account with separate workspaces.
What is Agency Mode?
Agency Mode lets you manage multiple client businesses under one CooVex account. Each client gets their own isolated workspace — separate leads, data, reports, and settings — while you have a master view across all of them.
Setting up Agency Mode
- Upgrade to the Agency plan in Settings → Billing
- In the workspace switcher (top-left), click + New Workspace
- Name it after your client (e.g., "Acme Corp")
- Add their business profile and connect their tools
- Invite the client as a Viewer so they can see their own data
Master dashboard
The Agency overview shows all client workspaces in one view — health scores, lead counts, revenue trends, and pending signals. Spot which client needs attention without switching workspaces manually.
White-label reports
Generate PDF reports branded with your agency logo. Configure in Settings → White Label → Reports. Clients see your brand, not CooVex's.
Client access levels
- Admin — full access including billing and settings
- Editor — can manage leads, campaigns, and content
- Viewer — read-only access to reports and analytics