Agencies and multi-brand
This section is for anyone tracking more than one brand: an agency reporting to a roster of clients, a holding company with a portfolio, or a multi-product business that wants each line measured separately. The workflows differ enough to be worth separating — Managing multiple clients covers the agency pattern of one workspace per client, while Tracking multiple brands covers a company with several brands of its own, where today each brand also gets its own workspace.
The first decision is usually structural. Either way, each client or brand gets a workspace of its own. On individual plans that means a separate sign-up for each one. On an agency plan you create client workspaces yourself and switch between them with one login. Agency plans aren't sold through the app yet — we set them up with you directly — and today there is no overview across clients and no pooling of limits between workspaces. Agency plans lays out the tiers and included client counts so you can work out where the crossover sits for you.
The second is presentation. White-label reports covers where branded reporting stands today — read it before you promise a client anything, because white-label output is on the roadmap rather than in the product.
Start here
- Agency plans — tiers, included clients and how to get set up.
- Managing multiple clients — creating client workspaces, switching between them, and what isn't built yet.
- White-label reports — where branded reporting stands and what's on the roadmap.
All articles
Agency plans
SimplyRank's agency plans — included client counts, unlimited team members, and how to choose between Starter / Pro / Advanced agency tiers.
Managing multiple clients
How client workspaces work in SimplyRank today — creating one, switching between them, what each workspace keeps separate, and what isn't built yet.
Team members and access
How to invite teammates to a SimplyRank workspace, what each of the four roles can see and do, and how many team members each plan includes.
Tracking multiple brands
How to track more than one brand of your own in SimplyRank today — a workspace for each brand — and how the brand limit counts your brand and its competitors.
White-label reports
Where branded client reporting stands today — what you can deliver now, what is on the roadmap, and what to tell clients in the meantime.
Frequently asked questions
Do I need an agency plan, or will an individual plan do?
If you manage one or two clients, an individual plan for each is usually simpler: each client gets its own sign-up and its own workspace. An agency plan is for when you want to create client workspaces yourself and move between them with one login, and we set those up with you directly. A bigger team isn't a reason on its own: Starter and above include unlimited team members too. Agency plans has a decision table by client count.
How are prompt and query limits shared across clients?
They aren't shared today. Each client workspace has the limits of the plan chosen for it, and allowance one workspace doesn't use can't be spent in another. Settings → Billing in each workspace shows that workspace's usage; there's no combined view. See Managing multiple clients.
Can I put my agency's branding on client reports?
Not yet — white-label output is on the roadmap rather than in the product today, so don't promise a client a rebadged report before checking the current state. White-label reports tracks where it stands.
Can I run a scan for a prospect I haven't signed yet?
Not as a separate kind of workspace. Pitch projects aren't built: a workspace you create for a prospect is an ordinary one, with its own plan and its own 14-day free trial. If scanning for prospects matters to you, tell us when we set up your agency plan. See Agency plans.
How do I give a colleague or client access?
An owner or admin invites them by email under Settings → Team and picks their role: Admin, Member or Viewer. They sign in with a code emailed to them and join the workspace. For a client or stakeholder who only needs to look, choose Viewer: they see every page but can't edit your prompts, brands, competitors or settings. See Team members and collaboration.