For agencies

Run every client’s calls from one place.

One workspace for your team, one account per client. Numbers, routing and conversions stay separate by client — and every client sees results in the only terms that matter to them: booked calls and what they were worth.

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Brightline Digital

Workspace · 4 accounts

Example
Account · this monthValue
  • Northside PlumbingPlumbing · 41 booked$18,420
  • Summit RoofingRoofing · 23 booked$61,900
  • Evergreen Heating & AirHVAC · 58 booked$27,310
  • Harbor StaffingStaffing · 17 booked$8,500
12 numbers in stock · ready for the next client launch

Structure

Built around how agencies actually work.

Your team works across every client. Each client’s data stays in its own lane.

  • One workspace for your team

    Channel rules and spam block lists set once at the workspace apply to every client beneath it. Your workspace admins set them.

  • One account per client

    Each client’s calls, numbers, routing and webhooks belong to their account, and stay there.

  • Switch clients in a click

    Move between accounts without signing out, or look across all of them at once.

  • Roles for staff and clients

    Workspace admin for whoever runs the workspace, then admin, editor and viewer for each client account — for your team and for your clients’ own people.

  • A stock of numbers

    Buy numbers while the area code has them and hold them in the workspace until a client launches.

  • Keys that can’t overreach

    An API key never carries more access than the person who made it, so a script for one client stays with that client.

Changes

Clients come and go. Your setup shouldn’t break.

Reassigning a number or reusing a routing flow is routine agency work. It should be safe, too.

  • Move numbers between clients

    Numbers and their tracking setup move together, and only between accounts in your own workspace. Workspace admins make the move.

  • History stays where it happened

    Calls already taken stay with the account that took them. Moving a number never rewrites a client’s past.

  • Copy routing, don’t rebuild it

    Copy a routing flow to another client, or share one flow across many numbers inside an account.

  • Nothing leaks in a copy

    A flow copied to another client leaves behind the first client’s menu recordings and webhook secret.

Proof

Report the result your client is paying for.

Call counts invite arguments. Booked calls with a value, and the reasons the rest didn’t book, end them.

  • Booked calls and their value, per clientThe number a business owner checks first, from calls their own team answered.
  • Lists that fit each clientReasons and services start from each client’s industry and vertical, so a roofer’s report reads like roofing.
  • Reasons, not excusesPrice shoppers, promised callbacks, long holds. Show clients what the ads delivered and what happened after.

Questions, answered

Can my clients sign in?
Yes. Each client can have its own logins, with a client role — admin, editor or viewer — scoped to their account. They see their calls and nothing else.
What happens to call history when a number moves to another client?
It stays with the account that took those calls. The number and its tracking setup move; the past doesn’t.
Can one routing flow serve several clients?
A flow belongs to one client, but you can copy it to another in a step. Inside one account, a single flow can answer for as many numbers as you like.
How do conversions work across many clients?
Each account sends its own qualified and booked calls to its own ad accounts. The reasons and services calls are sorted into start from the client’s industry and vertical, so you aren’t building them from scratch for every plumber you sign.

Start with one client. Add the rest when you’re ready.

One account per client — numbers, routing, verdicts and the conversions their ad accounts receive.

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