Uptics supports Single-Sign-On for agency owners who manage multiple clients using our CRM. In this scenario, the different clients would have their own separate subscriptions, and from your own master account, you will be able to link the client accounts and easily access them without having to sign in/out (the client will not be able to access other accounts from their specific Uptics Account).
This is not under 1 subscription as every company has different requirements, different tenures with the agency, etc. Also, someone wouldn't want to manage multiple clients under 1 subscription, because each company account/subscription has its own database, and it wouldn't be feasible to have all prospects for all clients under one database.
We also have affiliate partnerships and agency deals. If you would like to know more, kindly reach out to us at [email protected].
How to manage different clients within Uptics?
How to manage clients as agency owners within Uptics?
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