We got a dedicated account manager. Even the VP of Customer Success met and reached out to me several times. Again, we are not just paying them for a service. We are actually collaborating with them.
Kristen Dillon
Partner suite · Multi-client command center
Run every client from one place
See every client's health, drill into any account, and take action, all from a single command center built for agencies managing 10 or 10,000 locations.
14-day free trial No credit card
Client table
Every client, every metric, one table
A 23-column data table you configure to show exactly what matters. Filter by health score, industry, plan, or rep. Save views for your daily workflow, and click any row to drill into that client's full profile.
23 configurable columns, show only what matters to you
System views (Default, My clients, At risk) plus unlimited saved views
Filter by health score, industry, plan, rep, goal, location count, and date range
Health score = Listings (40 pts) + Rating (40 pts) + Volume (20 pts)
Clients
Search clientsColumns
Columns
Health score
Avg rating
Listings score
Review volume
AI visibility
Avg rank
Plan tier
Location count
Client detail
Drill into any client in one click
Every client has a full profile: a hero card with their business info, and stat cards for listing coverage, average rating, total reviews, and health score. Tabs jump between overview, activity, ranking, custom fields, and white-label settings. The overview tab shows a glimpse hub, the five most recent locations, reviews, and social posts, each deep-linking into its workspace.
Hero card with logo, status, category, and full contact details
Five tabs: overview, activity, ranking, custom fields, white label
Glimpse hub deep-links straight into any product workspace
AD
Atlas Dental, Tempe
ActiveDental96%Listing coverage
4.7Avg rating
312Total reviews
92Health score
OverviewActivityRankingCustom fieldsWhite label
Locations3
Tempe, W Elliot Rd
Mesa Riverview
View all
Reviews312
"Best dental experience…"
"Clean office, friendly…"
View all
Social posts24
Back-to-school dental checkup
Weekend appointments available
View all
Import & connect
Bring your clients from anywhere
Import your existing client list from HubSpot, Stripe, Zoho, GoHighLevel, or CSV. The agent maps fields automatically, deduplicates, and creates client profiles in seconds, not hours of manual data entry.
Import clients
SyncingHHubSpot
SStripe
ZZoho
GGoHighLevel
CSV
Importing 47 clients from HubSpot
34 / 47
Connected
Fields mapped
Creating profiles
Review & publish
Everything you need to run your book of business
Eight tools that turn a spreadsheet-and-tabs workflow into one operational surface, configure it once, work it every day.
Columns9 / 23
Health score
Avg rating
AI visibility
Plan tier
Configurable columns
Choose from 23 data columns. Show only what matters to your workflow.
Atlas Dental, Tempe92
Listings 38/40
Rating 38/40
Volume 16/20
Health scoring
Automatic health per client: Listings (40) + Rating (40) + Volume (20).
Saved views3 of 12
My clients41
At risk18
Enterprise tier9
Saved views
Save filter, sort, and column combos. Switch between views in one click.
Filters18 results
Health < 60Industry: DentalRep: Alex R.+ Add
Filter & search
Filter by industry, plan, health range, rep, location count, or date. Search by name.
Import source47 records
HHubSpotCRM
SStripeCustomers
CCSV fileUpload
Bulk import
Import from HubSpot, Stripe, Zoho, GoHighLevel, or CSV with automatic field mapping.
OverviewGlimpse hub
Locs
Revs
Social
Client glimpse hub
The overview tab shows the top five locations, reviews, and social posts per client.
Analytics · 30dConnected
18.4k2,910
Google Analytics card
See Search Console and Analytics data per client without leaving the command center.
Ask the agentAtlas Dental
What changed for Atlas Dental this week?
Health rose to 92 (+4), 11 new reviews and a listings fix on Mesa Riverview.
Per-client AI chat
Ask the agent about any client, "What changed for Atlas Dental this week?"
Kristen DillonCommand center, answered
What agency operators ask before they move their whole book onto one table.
How many clients can I manage?
No limit. The table supports hundreds of clients with fast filtering and pagination, built for agencies running a book of dozens to thousands of locations.
Can I customize which columns I see?
Yes. Choose from 23 data columns, reorder them, and save your preferred layout as a view you can return to in one click.
How does the health score work?
Health score combines listings accuracy (40 pts), average rating (40 pts), and review volume (20 pts) into a single 0–100 score per client. 80 and above is strong, 60–79 needs watching, and below 60 is flagged at risk.
Can I import clients from my CRM?
Yes. Import from HubSpot, Stripe, Zoho, GoHighLevel, and CSV with automatic field mapping and deduplication against your existing profiles.
Can team members see different clients?
Yes. Access is scoped per client: team members only see the clients they're assigned to, and API keys can be scoped the same way, so one client's data is never visible to someone working on another. Saved views let each member focus on their own book of business.
Does the command center work on mobile?
The table is responsive but optimized for desktop. This is a power-user interface designed for agency operators working across many columns at once.
The AI agent for agencies
See every client at a glance
Start your free trial, sync your book of business, and watch the agent surface every at-risk client on one table, in minutes, not weeks.
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