Hub is where everyone signs in and where the agency is set up once for every product. It holds the client list, the team, access, billing and connections, and its home shows what is waiting on you across the suite.
HubExample data
Home
What's waiting on you
One list of items that need you, from every product you use, with a greeting that sums up the day.
Findings worth a look
Automatic checks across the suite flag projects running over, campaigns slipping and stale client facts, each linked to the product it came from.
Getting started checklist
A short tour and a checklist for admins (logo, team, first client) and members (notifications, a client).
Clients
One client list for every product
Create a client once and every product picks it from the same list, so a name changed anywhere changes everywhere. A same-name check warns before you create a duplicate.
The client page
Everything about one client in one place: a card per product, recent changes, money billed, open tasks, software cost, brand kit and who has access.
Brands, competitors and industry
Each client keeps one list of its brands and competitors and one industry, read by research, briefs and reporting alike.
Brand kit and voice
Logo, colours, voice, tone rules and words to use or avoid live on the client's brand kit, and every product that writes for the client reads it.
Team and access
Invite people with a role
Invite teammates as owners, admins or members, resend or revoke invitations and change roles later, with a clear note of what changes.
Groups
Put people in groups and limit a client to a group, so each person sees only the clients they work on.
Per-client access
Admins see every client. Everyone else sees clients shared with the whole organization, their group or them by name, at view or edit.
Billing and credits
Plan, seats and invoices
See your plan, assign seats and download invoices. A plan change shows the price and who would lose a seat before you confirm.
One credit wallet
AI actions in every product draw from one shared wallet. See the balance, what each product and person used and buy more any time.
Trial and free plan
A 14-day trial covers every product for the whole team. If it ends without a plan, you keep one product free with one seat and two clients.
Connections and settings
Connections in one place
Connect Google Drive, Google Workspace, Slack, Microsoft Teams and Microsoft 365 once, with an honest status for each.
Your preferences
Theme, English or Spanish, time zone and which notifications reach you in the app or by email.
Single sign-on
Owners and admins can register a SAML single sign-on provider for the organization.
Activity log, export and deletion
Admins see who did what and export it. Owners can export the organization's data or delete it from Settings.
Try every product free for 14 days
Bring one real client and see it end to end, with no card.
