Multi-Product and Agencies
Run pipeline for several clients from one workspace.
If you run outbound for clients, each client is a separate Product inside one workspace. You switch between them without logging out, and each Product keeps its own Audience, accounts, leads, and integrations.
How it is structured
| Level | What it holds |
|---|---|
| Workspace | Your agency. One login, one bill, your team. |
| Product | One client. Its own Audience, book of Accounts, Leads, integrations. |
| Audience | A client's per-Product config: Self / Fit / Path / Signals. |
Switch the active Product from the sidebar Product switcher. Everything you see — Accounts, Leads, Audience, Integrations — is scoped to the Product you are in, so client data never mixes.
| Tier | Products allowed |
|---|---|
| Growth | 1 |
| Scale | 3 |
| Enterprise | Custom |
Setting up a new client
Create the Product
Settings → Products → New. Enter the client's domain. CatchIntent reads the site and drafts the Audience (Self / Fit / Path / Signals). The first-run analysis cost is on us.
Review the Audience together
Walk through the AI-drafted chips with the client. Tighten roles to the real titles they sell to. Add the obvious Fit exclusions. Confirm the competitor domains.
Enable the right signals
Defaults are sensible (funding, job change, hiring, ICP search). Add competitor engagement and keyword buzz once the client's competitor list and keywords are dialled in.
Connect their CRM
Push integrations are per-Product. Connect the client's HubSpot, Pipedrive, Close, or Zoho so leads land in their pipeline, not yours.
Running several clients well
- One operator per Product. Keeps context and stops cross-client mistakes. See Team Workflows.
- Per-client review cadence. Audit each Product's book weekly. Workable-accounts-this-month is the number to watch. A Product left untuned drifts the same way any config drifts.
- Per-client reporting. Push to the client's CRM and run reporting per Product. The Home dashboard shows workable accounts per Product so you can show the client what they're paying for.
Quota is free-flow across Products
On Scale, your 4,000 leads / month are shared across all 3 Products, not 4,000 each. If a high-tempo client uses most of the quota, that's your choice. The dashboard surfaces "Product X used 95% of quota" as an insight so you can rebalance or upgrade.
When a client outgrows you or brings it in-house
The Audience and Account history are portable. A client moving outbound in-house can keep the same Audience configuration and continuous book on their own workspace — no rebuild. That makes the handoff a clean win.