For agencies and freelancers
Run every client’s business from one place, in their brand.
For automation freelancers and agencies. Each client gets a workspace of their own, with their forms, inbox, CRM, workflows and a portal in their brand. You see every client on one screen, and each client sees only their own.
Thrum opens soon. Sign up now and you’ll be among the first in.
A client, start to finish
From the proposal to the monthly report.
01
Win the work
Send a proposal that names a pack. The client accepts with a code, and their workspace, forms and workflows are set up, switched off.
Proposals02
Set them up
Fill in a pack’s few fields for the client, add their keys, switch it on. 17 packs and 105 playbooks to start from.
Templates and packs03
Run it for them
Their enquiries, replies, bookings, follow-ups and payments run in their workspace. Health tells you first when something goes quiet.
Health04
Show and bill
Their portal and a report on the 1st show what it did. Their texts and emails can go on an invoice from your Stripe, at your markup, in beta.
Client invoices
White-label
Your brand on the portal, or the client’s, never ours.
On Agency and Scale, portals carry no platform name and can run on the client’s own domain. Sign-in emails and the monthly report can come from the client’s own address once their sending domain checks out.
The client sees their leads in plain sentences, never step names, run ids or errors. Health alerts go to you, never to them.
Kept apart
One workspace per client, and nothing leaks between them.
Every query is held to one client in the app, and Postgres row-level security holds the same line in the database. Each client’s keys are encrypted and bound to that client. How clients are kept apart
Your own business has a workspace too, for your prospects and your own pipeline, and it never counts as a client. A deal you win there can become a client workspace with its history.
Common questions
What is a seat?
One unit of a plan. Each seat adds that plan’s clients, workflow runs, forms, responses, CRM records and inbox email. Team members are counted on their own, so two seats does not mean two people.
How many clients does Agency cover?
15 clients a seat, and a second seat doubles it. Scale has no client limit. Your own workspace never counts.
Can my client see other clients, or the workflows behind their portal?
No. A portal opens only its own client’s workspace, and it shows leads and months in plain words, without step names or run details.
What does Beta mean?
Beta means the module is built and tested, and hasn’t yet run against the live service it depends on, such as Stripe or Twilio. The tag comes off once it has.
How do I start?
On a 14-day trial of Solo, with your workspace and two clients, no card. Choose a plan before it ends and everything carries on as it was.
Thrum is cooking.
Get early access and you’ll be among the first in. Early members get a launch perk.