For agencies
Run every client from one workspace, without mixing anything up
Client workspaces keep accounts, content and data separated. Approvals match each client's process, and reporting goes out under your brand.
- Dana R.Unassigned
Do you ship the filter subscription?
- Marcus L.You
Is the Elm St store open Sunday?
- Priya S.Sam
Interested in wholesale pricing.
Do you ship the filter subscription outside the city?
We do — nationwide, dispatched every Tuesday. Want me to send the link?
CRM profile
Common problems
What usually gets in the way
Wrong-account risk
One shared tool for many clients invites mistakes.
Approval chaos
Sign-off spreads across email, chat and documents.
Report production
Branded monthly reporting is a manual grind.
Workflows
How PostSlick is used here
Workspace per client
Scoped accounts, calendar, inbox and analytics.
Two-step approval
Internal review, then client sign-off.
Branded reporting
White-label PDF delivery on a per-client schedule.
Recommended features
Where to start
Example workflow
A typical cycle
- 1
Onboard the client
Create the workspace, connect accounts, set the approval flow.
- 2
Assign the team
Give each person access to their clients only.
- 3
Produce and approve
Draft, review internally, send for client approval.
- 4
Report
Deliver the branded monthly report automatically.
Collaboration and team
- Client and workspace switching
- Seat-based team access per client
- Client review access without full workspace access
- Audit trail of approvals
Analytics that matter here
- Per-client performance and retention windows
- White-label report branding
- Attribution reporting on Agency and above
- Scheduled per-client delivery
FAQ
Questions, answered
PostSlick for agencies
Start free, connect your accounts and upgrade when you need more accounts, seats or approvals.