CRM built for agencies.
Manage multiple clients, scale operations.
Complete CRM platform with multi-client management, unlimited pipelines, role-based permissions, and automation. Scale your agency operations and deliver better results.
Deliver client work without chaos
Permissions, dashboards, and automation built for multi-tenant delivery.
Multi-Client Management
Separate pipelines and data for each client. Complete organization and isolation.
Role-Based Access Control
Control access with granular permissions. Secure client data.
Unlimited Dashboards
Create client-specific dashboards. Track metrics that matter.
Workflows & Automation
Automate client workflows. Custom automation for each client.
Activities Timeline
Complete activity history for every client. Auto-logged calls and emails.
White-Label Options
Custom branding and white-label options for agency clients.
How agencies operate on Adoptiv
Account teams, strategists, and leadership stay aligned while clients stay isolated.
Manage Multiple Clients
Separate pipelines, dashboards, and data for each client. Complete isolation and organization.
Scale Your Team
Role-based permissions, unlimited users, and team collaboration tools.
Automate Client Work
Custom workflows automate repetitive tasks. Focus on strategy, not data entry.
Deliver Better Results
Unlimited dashboards and analytics help you prove value to clients.
Win more retainers with proof
Security, automation, and reporting clients expect from a partner.
Client workspaces that stay separate
- Pipelines and data segmented per brand.
- Reporting tailored to each stakeholder group.
Granular access for your bench
- Field-level RBAC protects sensitive notes.
- Share exactly what each contractor should see.
Dashboards clients actually read
- Unlimited boards for KPI reviews.
- Export-ready metrics each billing cycle.
Brand the experience
- White-label options for premium programs.
- Custom domains for client-facing portals.
Client chaos erodes margins
Juggling spreadsheets, inboxes, and single-tenant tools makes it impossible to scale delivery. Adoptiv gives each client structure—pipelines, permissions, and reporting—while your team works from one system.
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Lock down client data
RBAC and audit-friendly activity capture keep every workspace compliant.
Explore RBACAutomate repeatable delivery
Workflows handle onboarding tasks, renewals, and reporting cadences automatically.
Explore workflowsOperationalize multi-client delivery
Template once, replicate everywhere.
Spin up client workspaces
Clone pipelines, dashboards, and fields for each engagement.
Assign teams with least privilege
Use roles so strategists, creatives, and PMs see only what they need.
Report outcomes monthly
Share live dashboards or snapshots that prove impact.
Everything you need to know about Adoptiv
Quick answers to what sales teams ask most before getting started with Adoptiv.
Use tenant-style organization with RBAC so each client workspace has its own pipelines, dashboards, and permissions without cross-leakage.
Enterprise options include branding, domains, and reseller-friendly setups so your firm delivers a premium experience.
Workflows can be templated and cloned so each retainer gets tailored follow-ups, tasks, and SLAs.
Unlimited dashboards surface leads, pipeline value, and activity metrics in client-ready views.
Scale your delivery team without arbitrary seat caps—ideal for growing agencies.
Activities timelines capture outreach automatically so account managers always see the latest touchpoints.
Ready to scale your agency operations?
Multi-client CRM, automation, and analytics in Adoptiv. Start free—no credit card required.
