Manage 50 client brands, like they were one.

What we hear from agency owners

Every agency owner we onboard tells us the same story: they tried HubSpot, they tried Salesforce, they tried building on Airtable. Each time, the per-seat pricing scaled linearly with client count, the reports looked nothing like a client-grade deliverable, and onboarding a new client took a week of admin work that they could never bill for.

CRM Solid is designed around the agency economics: flat-rate pricing regardless of workspace count, white-label reports that look like your client's own product, and a clone-from-template flow that takes new-client onboarding from a week to an afternoon.

Channels that matter for agencies

Every client has a different channel mix. CRM Solid lets you run them all from one agency dashboard:

• Instagram & Facebook: for DTC clients, the primary channel. Stories, DMs, comment-to-DM, Marketplace. Per-client account isolation.
• Telegram: for crypto, web3, and EE/CIS clients. Native MTProto, multi-account per workspace.
• X (Twitter): for SaaS and B2B clients. DM automation, multi-account rotation, rate-limit safety.
• WhatsApp Business: for retail, hospitality, and international clients. Approved Meta templates per client.
• Email: universal. Relayed via the client's own SMTP or your agency's SendGrid.
• Live chat widget: for clients with a storefront. Drop-in script, fully white-labelable.

Compliance & data residency

Agencies live in a slightly unusual legal position: under GDPR you are typically a data processor (your client is the controller). That means you need a data-processor agreement from the CRM, and you need to be able to flow comparable terms down to your clients.

• Sub-processor DPA: CRM Solid signs a sub-processor DPA with your agency. We have a template for the agency-to-client DPA available on request.
• Per-workspace data residency: annual plans support pinning each client's workspace to EU (Frankfurt) data residency independently. EU client in EU, US client in US.
• Client-initiated erasure: your client can request a full export and erasure of their workspace. CRM Solid handles the export and the 30-day delete window. Other client workspaces are unaffected.
• Audit logs: per-workspace audit logs for every contact view, message sent, and sequence triggered. Required for clients in regulated industries (finance, health, legal).

Sample sequences & templates

The Agencies workspace ships with four template-pack sequences that can be cloned to any new client workspace in one click:

• New-Client Onboarding (your agency to client): kickoff email, credentials request, briefing call booking, weekly cadence setup. Helps you onboard new retainers without ever writing the same email twice.
• Generic Inbound Lead: drop into any client workspace as a starting point. Welcome, qualifier, route to client team. Edit per-client tone.
• Retainer Renewal (your agency to client): fires 45 days before renewal. Usage summary, results recap, renewal CTA. Reduces churn by giving clients a clear "here is what we did" before they look at the invoice.
• Lapsed-Client Re-Engagement: for clients who paused or did not renew. Three-step sequence: value-add, case study, low-commitment offer.

Reporting & KPIs

The Agencies dashboard has two layers. The agency-wide rollup shows your retainer book at a glance. The per-client view shows the client-grade deliverable.

• Agency rollup: active client count, MRR, average retainer value, churn-risk flags, hours-of-service per client (if you track time).
• Per-client dashboard: leads captured, conversations handled, sequences sent, DMs replied, AOV/CLTV for ecom clients, viewings booked for real estate clients. White-labelled, embeddable, exportable.
• Team workload: by agent, across all clients. Spot burnout before it becomes attrition.
• Weekly client digest: auto-sent PDF on Monday morning with the week's metrics. Half your "status report" emails write themselves.