WorkspacesClient portals included on every workspace

One Platform for All Your Clients

Every client.
One platform.

A separate, fully isolated workspace for every client, with its own calendar, tasks, CRM, analytics, team access and client portal. Switch between clients in one click.

Start free trialSee all features

Try free for 14 days. No card needed.

Workspace createdOda Dental, from a won deal
Priya added to Oda DentalSees this client only
Client approved 3 postsFrom their own portal

Five clients across five tools means five logins, five places to look and one leak waiting to happen. Whizo gives every client their own workspace, and your team one login.

One login

Every client in orbit.

Each client gets an isolated workspace with its own team, files and data. Your team moves between all of them from one login.

01 / Per client

Each client gets their own corner.

Client portal

Clients log in. They only see themselves.

Invite a client to their portal. They approve content, send requests, see their leads and use the tools you share, without seeing your other clients or internal tools.

  • Approve content without calling you
  • Colleagues invited as Can approve or Can view
  • Only the tools you switch on
  • No agency internals exposed
See approvals
clients.youragency.comYour logo here

Client requests

Clients ask. Your team picks it up.

Clients send requests from their portal with a priority. Turn one into a task in a click and follow it from there.

See Task Management
Instagramglow.skincare••••••••••Meta Adsads@glow.com••••••••••Shopifyadmin••••••••••

Isolated data

Client A never sees Client B.

Database rows, storage and analytics are all scoped by workspace. Each one gets its own social accounts, files and approval settings.

See Password Vault

02 / By the numbers

One agency, every client.

login for your team across every client

portal per client, with only the tools you share

ways to invite a client: Can approve or Can view

to switch between clients

03 / Works with

Workspaces sit at the centre of everything.

CRM & Pipelines

Convert pipeline deals into client workspaces with one click.

Team Collaboration

Assign different team members to different workspaces with role-based access.

Notebook

Keep notes and docs for each client next to the rest of their work.

Content Approvals

Each workspace has its own approval workflow so clients only see their content.

04 / Questions

Questions, answered.

How do I get set up?

The Whizo team sets up your agency with you, one to one, including your first client workspaces. Start with a 14-day free trial request; a demo call is optional.

Can clients log into their own workspace?

Yes. Each client gets a portal where they approve content, send requests, see their leads and use the tools you share with them. They can invite colleagues as Can approve or Can view, and never see your other clients or internal tools.

Is data truly isolated between workspaces?

Yes. Database rows, stored files and analytics are all scoped by workspace. A team member assigned to Workspace A cannot query or access Workspace B's data, even if they're in the same agency.

Can I reuse a setup across clients?

Yes. Project templates let you start a new client's projects from work you've run before, then adjust them for that client.

Can I white-label the client portal?

Not yet. White label is coming later. Book a demo call and tell us you want it.

One platform.
Every client relationship.

Start free trial

Try free for 14 days. No card needed.