Set up your agency and add clients

1. Sign up and choose Clients we manage (agency), then click Create agency.
2. Choose your agency plan on Plan and billing.
3. Go to Clients, enter the client's company name and click Add client and connect their accounts.
4. Connect the client's ad accounts and CRM, the same way as for a company workspace.

Each client gets its own workspace with only that company's ad accounts. Your agency team (Admins and Members, invited on the Team page) can see every client.

Removing a client deletes its workspace and data from PipeHalo; nothing changes in their ad accounts or CRM. The slot frees up, but a slot can take a new client only once every 30 days, so swapping clients back and forth needs extra slots.