Clickflox gives each client its own workspace, Brand Brain, plan and reports, while your team keeps one view of the whole portfolio and every approval.
Advertising for your own business? See Clickflox for businesses.Keep each brief, brand and campaign in its own workspace.
CLIENT PORTFOLIO
Separate client access
CLIENT BRIEF
One client workspaceOffers, goals and brand assets together.
Fictional agency and clients · illustrative workflow, not customer results
Every client, the same path
Each client workspace shows the same numbered path and the same guides. Propose directions for every campaign at once, create ads for all of them, and let clients approve in their own Action Inbox.
Select a client to trace their access. Invitations and connections belong to that client's own workspace.
“Propose and take the recommended direction everywhere”, then “Create ads for all campaigns”. Every ad still passes the five quality checks.
Each panel page says what to do here in three lines; the How-it-works page shows the client's progress. Less onboarding, fewer calls.
Clients see their campaigns, leads and reports under your brand; spend changes wait for their approval. You see risk and progress across all of them.
How it works
Built for agencies running many accounts, not bolted on to a single-business tool.
A form in your brand collects the business, goals, budget, offers, logo and photos.
Next: Add a clientA form in your brand collects the business, goals, budget, offers, logo and photos.
One click turns the brief into a workspace with its own Brand Brain, plan, ads, leads and reports.
Clients approve changes in their own workspace and connect their ad accounts from one link.
Your name, colour and logo on the client view and on shared report links.
Read-only report links for anyone, and a weekly report email every Monday.
Credits are shared across every client workspace, so a busy client never stalls.
Fictional agency and clients · simplified workflow preview
White-label
Set your agency name, brand colour, logo, website and support email once. Clients see them on their dashboard, on shared report links and in the weekly report email.
Spend changes wait for the client's approval.
Plans
Agency plans, workspace counts, pooled credits and prices live in one place: the pricing page. This page is about what you get; that page is about what it costs.
Reminds clients about changes waiting a day for approval, in your brand and never at night, tells your team when one is stuck, and flags each client's renewal risk with the reasons, from your own data.
Branded reminder → team alert → renewal-risk reasons
Preview only · no message is sent · never at nightA link in your name, colour and logo. Clients send their goals, budget, offers, audience and competitors with their logo, photos and PDFs; one click turns a brief into a client workspace.
Goals, budget and offers in the client's words.
Clients connect their own Google Ads or Meta account from one link, without a Clickflox login. Links expire after seven days and you see each platform's status.
The account lands in the selected client's workspace, without a Clickflox login.
Monthly drafts from each client's ad spend plus your markup or fee, paid through your own Razorpay or Stripe link. You are the merchant of record and issue your own invoices; payments run in test mode for now.
You are the merchant of record and issue the invoice.
Rebilling payments are in test mode.Agency questions
No. Your agency plan covers every client workspace. You invite clients by email and they sign in to their own workspace at no cost to them.
No. A client sees only the workspace you invite them to. Your team sees every workspace in the account.
No. Your name, colour and logo on the client view, shared report links and the weekly report email are included in the Agency plans.
Never. You pay a flat plan plus credits. The ad platforms bill each ad account directly, and if you rebill clients, they pay into your own Razorpay or Stripe account: Clickflox never holds the money.
You do. A rebill is a payment request from your business, built from the client's ad spend in Clickflox plus your markup or fee. You are the merchant of record and handle your own invoices and taxes. Rebilling payments run in test mode while our legal and tax review finishes.
No. You send one link in your brand; the client signs in to Google Ads or Meta there and the account lands in their workspace. Each link expires after seven days and can be turned off. Live connections switch on as each platform approves our access; until then the link runs in test mode and says so.
Your next chapter, with Clickflox
Sign up as an agency, then choose the plan, the same one businesses use. We are signing design-partner agencies now: tell us how many clients you run.
