Agency Management

Manage all your locations from one centralized place with ease. View all locations, create custom groups for better organization, and segment SaaS locations separately. Perfect for keeping your accounts structured, scalable, and easy to manage.

Manage all your users from one centralized dashboard. View all users, create custom groups, and organize them based on roles for better control and access management.

Customize and control how users share feedback, to match your brand and improve engagement. Modify the feedback button appearance and choose the type of feedback collection, including star ratings or smiley-based responses.

Configure and manage all core system controls from one place. Set up workflows, manage field mappings, and handle integrations efficiently. Configure key areas including Field Mapping & Location Connection, Custom Fields Mapping, Workflow Management, Feedback Settings, Support Tickets, App Installations/Uninstallations, and Snapshot Store.

Get a complete overview of your agency’s performance and health in one centralized dashboard. Get key insights across companies, contacts, SaaS usage, subscriptions, and customer activity. Includes important KPIs like churn rate, amount spent, active users, tickets, feedback (NPS), and happiness levels, subscription trends, user activity, and feature usage.

Track and monitor your agency’s launchpad progress in one centralized view. View key insights into total locations, checklists, onboardings, and steps, along with overall completion progress. View average completion rates across checklists, onboardings, and steps, and drill down into individual locations to see detailed progress and status.

Organize and manage all SaaS-enabled locations from a single place. Create custom groups of locations based on your business structure, clients, plans, or internal workflows, making large-scale management much easier. View all SaaS-based locations in one centralized dashboard, monitor their status, and track important activity through detailed logs. Group locations to apply configurations, manage features, and streamline operations across multiple accounts efficiently.

Organize all of your locations into groups based on your own requirements. You can create custom groups and add the locations that belong together, making it easier to manage and work with multiple locations at once.

Connect your user database with your CRM to keep user information and activity synchronized.

Sync agency billing and payment information with Stripe for streamlined payment management.

Manage subscriptions in case of changes to plans such as upgrades, pauses and cancellations.

Allow to see what locations are at risk straight away

Locations with strong activity and regular user engagement.

Create multiple locations at once by uploading a CSV file instead of adding them one by one.

Create multiple locations at once by uploading a CSV file using a simple, ready-to-use template.

No need to worry about the CSV format. Download our ready-to-use template, add your location details, and upload it.

See the status of your bulk uploads and check how many locations were created.

Allow to see locations with good activity and normal user engagement.

Provides a detailed documentation entry for the Management Dashboard – Agency Dashboard Overview component, which consolidates high-level metrics on sub-account volume, SaaS subscriptions, customer financial spending, churn rates, user health distributions, and subscription trends across the agency platform.

Provides a detailed KPI summary metric card under the Management Dashboard – Total Sub-Accounts panel that tracks the total volume of managed sub-account locations provisioned across the agency platform.

Provides a detailed documentation entry for the Management Dashboard – SaaS & Non-SaaS Accounts Tracking components, which categorize and track sub-accounts based on whether they operate under automated SaaS mode billing or standard non-SaaS provisioning.

Provides a detailed KPI summary metric card under the Management Dashboard – Customer Churn Rate panel that highlights the percentage of cancelled or deactivated sub-accounts relative to total customer accounts across the agency platform.