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 keeping several of your own brands inside a single workspace.
The first decision is usually structural. Agency plans give you a client switcher, an overview across every client, pooled prompt and query limits and unlimited team members, and they start to earn their keep once you're past a handful of clients. Below that, an individual plan with enough brand slots is often simpler. Agency plans lays out the tiers, included client counts and per-client overage rates 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, pooled limits, overages and pitch projects.
- Managing multiple clients — adding clients, switching workspaces, and the agency overview.
- White-label reports — where branded reporting stands and what's on the roadmap.
All articles
Agency plans
SimplyRank's agency plans — per-client pricing, unlimited team members, and how to choose between Starter / Pro / Advanced agency tiers.
Managing multiple clients
How agency users add clients, switch between client workspaces, and structure prompts for each client.
Team members and access
How to add team members to a SimplyRank workspace, plan limits, and what each member can see and do.
Tracking multiple brands
How to track several brands within one workspace — when to use multi-brand setups, when to use separate workspaces, and how it's billed.
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 client brands with small competitor sets, an individual plan is usually simpler and cheaper. Agency plans start to pay off around five clients, or sooner if you need unlimited team members. Agency plans has a decision table by client count.
How are prompt and query limits shared across clients?
They're pooled at the account level rather than fixed per client, so you can give a demanding client a large prompt set and a smaller one much less, as long as the total stays inside your plan. The dashboard shows utilisation across all clients so you can see a cap coming. 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?
Agency plans include pitch projects — temporary client workspaces you can set up while pitching, scan, and then either convert to a paying client or shelve. They don't consume an included client slot, so prospects who don't sign cost you nothing. See Agency plans.
How do I give a colleague or client access?
Invite them by email under Settings → Organization; they sign in with a magic link and join the workspace. Everyone currently has the same level of access, so for stakeholders who only need to look, a PDF report or a read-only dashboard link is the better route. See Team members and collaboration.