For agencies

One workspace
per client.

Give each client their own workspace with guest access, so they see progress on their work and nothing else.

Suggested setup

Every client request, tracked to delivery

Start with a Request record type for client work, add the budget and approver, and set the stages from brief to delivered.

Request Client Budget Approver Due date

Brief

In production

Client review

Delivered

Client workspaces

Each client gets a workspace with their own projects and people. Invite them as guests so they can follow progress and approve work.

Set up your first client workspace in minutes.

Start free Other teams