Glossary Term
What Is a Sub-Account?
A sub-account is an isolated instance of the platform for a single client, managed from an agency's central account. Each sub-account has its own contacts, pipelines, workflows, and users, but the agency manages configuration, billing, and access centrally.
In Detail
Sub-accounts keep each client's data separate while letting the agency manage everything from one place.
Agencies deploy a snapshot to each new sub-account for a consistent starting point.
Frequently Asked Questions
Is each client's data separate in a sub-account?+
Yes. Each sub-account has its own contacts, pipelines, and workflows, so client data stays isolated.
Can an agency manage billing across sub-accounts?+
Yes. The agency account manages billing, plan assignment, and access centrally, while each client's data and workflows stay isolated in their own sub-account.
How are sub-accounts provisioned quickly?+
We deploy a reusable snapshot to each new sub-account so it starts from a tested configuration, then customize branding and settings for that client.
Can a client have direct access to their sub-account?+
Yes. We define a permission structure so the client's team can access their own sub-account while the agency retains central management control.
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