Marketing, creative and digital agencies
Every client, every brief and every approval in one place
Agencies juggle client WhatsApp groups, inboxes, project tools and video calls, and things slip between them. Resool brings client conversations, the work itself, video feedback and invoicing together, and can run your clients' customer conversations too.
Screenshot
PageContacts > Companies > company page
ShowsA client's company page with the people who work there and their roles, recent WhatsApp and email conversations, a linked space for their content calendar and shared files.
File: screenshots/agencies-hero.png
A workspace per brand
Create separate workspaces for your agency and for client brands, and switch between them in a click.
Clients as companies
Link each client's people, roles, conversations, projects and files to one company record.
Work next to the chat
Spaces track content calendars, campaigns and requests with boards, calendars and timelines.
Feedback on video
Record walkthroughs of designs and reports, and collect timestamped comments from clients.
Clients and new business
Know everything about a client before you reply
Keep each client as a company with the people you deal with and their roles, and see their conversations, projects, notes and files on one page. Track new business as deals in your own pipeline, from discovery call to signed retainer, and share a booking link from Calendly, Cal.com or Acuity for the first meeting. Briefs come in through a branded form, saved to the contact.
- Companies with linked people, stages, tags and fields
- Deals pipeline with values, forecast and lost reasons
- Client brief forms with file uploads
Screenshot
PageContacts > Companies
ShowsThe companies list with client brands, their lifecycle stage, tags and number of people, and a company page open on the side.
File: screenshots/agencies-companies.png
Projects and approvals
Run the work where the conversation happens
Create a space for content calendars, campaigns, onboarding or client requests, with your own statuses and fields, and view it as a board, table, calendar, timeline or workload chart. Automations assign the right teammate when an item changes status. Record your screen and camera to walk a client through a design or a monthly report, share it with a password or an expiry date, and see who watched and what they commented.
- Spaces with List, Board, Calendar, Timeline and Workload views
- Space automations on status and field changes
- Recordings with timestamped comments and view tracking
Screenshot
PageSpaces > Content calendar > Calendar view
ShowsA content calendar space in Calendar view with posts by status and assignee, and an item open showing a linked company and an attached screen recording.
File: screenshots/agencies-spaces.png
Run clients' conversations
Offer customer messaging as a service
Set up a workspace for a client brand, connect its WhatsApp, Instagram, Messenger and TikTok, and answer DMs and comments on its Facebook and Instagram posts from the Comments tab. Build its AI agent, workflows for ad leads and WhatsApp broadcasts, and show results in Reports. Roles and permissions let you decide what the client's own team can see and do.
- Separate workspaces for each client brand
- Post comments answered publicly or privately
- Custom roles for client teammates
Screenshot
PageInbox > Comments tab
ShowsThe Comments tab with Instagram and Facebook post comments for a client brand, one thread open with a public reply and the Reply privately option.
File: screenshots/agencies-comments.png
Billing
Send the invoice in the same thread as the delivery
Connect QuickBooks, Xero, FreshBooks, Zoho Books or Wave to see each client's invoices and balance due next to the conversation. Create an invoice from the panel or a workflow and send the PDF, with a payment link where your accounting app provides one, right in the chat.
- Invoices marked Paid, Unpaid, Overdue or Draft
- Create invoice step in workflows
- Invoice PDFs and payment links in the conversation
Screenshot
PageInbox > conversation > QuickBooks panel
ShowsThe QuickBooks panel with the client's balance due, three invoices with Paid, Unpaid and Overdue states, and the Send in chat button.
File: screenshots/agencies-invoices.png
Bring your agency together this week
- 1
Add your clients
Import contacts, create companies and link the people you work with.
- 2
Set up spaces
Create spaces for content, campaigns and requests, or let AI build them.
- 3
Connect billing
Link your accounting app and send invoices from the conversation.
Learn more in the Help Center
Frequently asked questions
Can we manage several client brands?
Can clients see our internal discussions?
Do we need a separate project tool?
Which plan do agencies need?
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