Keeping six clients apart on one multichannel platform

Three things sit in front of you before any money moves: how many channels you need live in month one, whether client sending stays apart inside one workspace, and what the lifetime tier actually includes. Take them in that order, because the first answer sizes the second.

Campaigns, an inbox and a CRM share one place in United States Marketing, so a lead captured from a chat thread or a social reply lands where the follow-up happens rather than in a separate spreadsheet. For an agency, that means the record of where a lead came from travels with the lead.

The channels you can run are email, chat, social and SMS, and booking and automation are built in rather than bolted on. Tiers are sized by how many connected channels you hold, which is the figure to match against the client work you have already signed rather than the work you hope to win.

Published lifetime tiers come in three shapes: three-channel lifetime, all-channel lifetime and agency lifetime. The names tell you the dividing line. A three-channel tier suits an agency whose six or seven clients share the same few channels, while all-channel covers a book of clients that each want something different.

Read the agency lifetime tier for what it says about running client work under your own name, since that is the question a mixed book of clients raises first. Where the three-channel and all-channel tiers differ is breadth of connection, not the core workspace, so campaigns, inbox and CRM stay in view at every level.

Booking and automation appear throughout, which matters when one client needs appointment slots and another needs a follow-up sequence after a form fill. Match each tier to the channels your clients already use before you compare the tiers against each other, because a wider tier you cannot fill is not the saving it looks like.

The objection is specific: one shared inbox mixing six clients together would make the platform useless, however many channels it carries. The answer sits in how you set the workspace up. Client work needs its own separation inside the account, and that is the first thing to confirm on a trial run.

Run one client through a full cycle before you move the rest. Send a campaign, take a chat reply, log the lead in the CRM and follow it back to the channel it arrived on. If the trail holds for one client, you have the test you need for the other five, and you can decide with evidence.

Where doubt remains, it usually concerns the boundary between your agency account and each client's own provider accounts. Settle that before you pay, because it decides whether your sending is yours to control and whether a client leaving takes their channel history with them.

Decide by counting channels your signed clients actually use, not channels you might sell later. If six clients between them need email, chat and SMS, a three-channel tier covers the work today. Add the wider tier when a client brings social into scope and the count no longer fits.

The upgrade question also turns on whether you run client work as an agency or as separate accounts per client. Agency lifetime exists for the first case. If your contracts sit with each client individually, check what the tiers allow before assuming the agency level is the one you need.

Write the decision down with the channel count beside it, so the next client signed makes the answer obvious rather than reopening the comparison. A tier chosen against real channel usage is easier to justify to a partner than one chosen against a list of features you have not yet used.