Client directory
Keep names, websites, contact details, phone numbers, addresses, and notes together. Open a client to see its accessible credentials. Archive inactive clients and restore them when work resumes.
Built for digital agencies
Client access.
Team clarity.
Work under control.
Your agency. Organized and in control.
Bring client credentials, team access, and everyday tasks into one organized workspace. Spend less time hunting through spreadsheets and more time serving your clients.
A separate workspace for every agency. No shared customer data.
Features
Built around how agencies work.
A focused set of tools for client access and daily delivery, without a complicated project-management setup.
Encrypted credential vault
Store login details, API keys, and secure notes using encrypted vault fields. Search credentials and filter by client or category. Secrets stay hidden in lists and are revealed or copied only through protected actions.
Your own categories
Create and name categories to match your agency. Assign multiple categories to one credential without duplicating it. Archive categories, check usage counts, and prevent deletion while credentials still depend on them.
Team and custom roles
Invite or activate team members, assign roles, and disable accounts when access should end. Create custom role names and choose their category access. Authorized managers handle client, credential, and team changes; staff have read-only vault access.
Work dashboard
Create internal tasks or connect work to a client. Assign yourself, one person, or several people to the same task. Use Board, List, or Grid with assignee, client, status, and due-date filters. Drag cards between To Do, In Progress, Review, and Completed.
Activity you can trace
Review who accessed a client and which credential they revealed or copied. Activity entries include the actor, action, client or credential context where available, and time. Secret values are not included in audit entries.
Useful daily overview
See client and accessible-credential counts, recent clients, and recent activity according to your permissions. Work summaries highlight due-today, overdue, upcoming, and recently completed tasks. Staff see their assigned work and permitted credentials.
Independent agency workspaces
Each customer agency has its own clients, credentials, categories, roles, staff, tasks, and activity. Agency permissions are checked on the server. A customer admin cannot browse another customer’s workspace.
Updates without page reloads
Create and edit records, change task statuses, and update category access through the same application. Relevant lists and counts update through Livewire, keeping the workflow focused.
Security by design
Access is a permission,
not a hidden button.
Tenant boundaries and role checks are enforced on the server. Sensitive credential fields are encrypted at rest, and authentication passwords are stored as one-way hashes.
- Explicit reveal and copy. Secrets stay out of credential lists. Protected retrieval actions are rate-limited and audited.
- Category-based access. A role needs access to at least one category on a credential. Removing category access changes what that role can open.
- Account lifecycle controls. Disabled team members cannot use the agency. Platform suspension pauses the whole agency without deleting its records.
- No platform vault shortcut. Platform customer administration does not grant access to customers’ credential vaults.
From scattered details to a shared workspace.
- 01 / Set up your agency
Start with your own space
Register your agency or receive an account from the platform administrator. Your customer-admin account manages only your agency.
- 02 / Organize and assign
Bring the right people in
Add clients, create categories, store credentials, and give team roles the access they need.
- 03 / Keep work moving
Manage the day, together
Assign tasks, check deadlines, move work through the board, and review activity without juggling separate spreadsheets.
Give your agency a clearer working day.
Start with the essentials: clients, credentials, access, and work.