Agency planning meeting

05. SCI AGENCY

A structure for agencies with multiple clients.

Manage subaccounts, teams, processes, reports and branding through a scalable model.

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SCI AGENCY

Control for your team.
Context for every client.

Designed for agencies, consultancies and implementers with multiple commercial operations.

01

Multiaccount console

Organize subaccounts by client and business unit.

02

White Label

Apply the branding and domain permitted by the agreement.

03

Users and permissions

Limit access by team and responsibility.

04

Automation and AI

Design account-specific templates and rules.

05

Reporting

Provide visibility into activity, pipelines and results.

06

Billing

Separate your services from each client's third-party charges.

AGENCY OPERATIONS

One methodology.
Different clients.

A shared structure supports onboarding, support, reporting and oversight. Each account retains its own permissions and processes.

  • Reusable templates with client-specific adjustments
  • Teams and responsibilities by subaccount
  • Commercial and technical access according to role
  • Scope and charges documented in the contract
Create my SCI agency
✦ SCI COMMERCIAL PLATFORM
DashboardOpportunitiesConversationsCalendarAutomationsReports
COMMERCIAL OVERVIEWYour operation at a glance.
Last 30 days
New leads124Acquisition
Appointments booked38Follow-up
Proposals16Opportunities
Pipeline activity
Week 1Week 4
Opportunity status
New
Contacted
In conversation
Proposal
Illustrative view · Sample data

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