Sepia

SEPIA FOR AGENCIES

Your client experience.
Your brand in front.

Give each client business its own CRM workspace with your name, logo, and color across signup, login, and the app shell. Sepia Intelligence stays clearly identified where it helps the work.

Partner access is currently configured with our team.

FROM YOUR LINK TO THEIR WORKSPACE

One entrance.
A separate business behind every door.

Share your branded portal link. The client creates an account inside your partner tenant, Sepia prepares their workspace, and the business appears in your Partner Console.

  1. 01

    Share the portal

    A client starts from the partner-scoped signup link carrying your identity.

  2. 02

    Client creates an account

    Authentication and account setup remain scoped to the partner tenant.

  3. 03

    Workspace joins the roster

    The client receives a separate CRM account and appears in your console.

YOUR IDENTITY / ACROSS THE EXPERIENCE

The CRM starts with your brand.

Set the business name, logo, and accent once. They carry into the client entrance and the operating shell—without pretending the intelligence was built by somebody else.

  • Branded signup and login
  • Navigation and CRM shell
  • Favicon and portal identity

THE PARTNER CONSOLE

See the account.
Not through the account.

Your console shows the client business, plan, recent activity, data-footprint count, and AI mode. Contacts, leads, and messages stay inside the client’s isolated workspace.

“Open” creates an audited, client-scoped session for hands-on support.

A CLEAR OPERATING MODEL

Three identities.
Clear boundaries.

01

Your agency

Owns the client relationship, portal identity, rollout, and its own client billing process.

02

The client business

Owns its workspace data, people, connections, conversations, and operating decisions.

03

Sepia

Supplies the operating system, security boundary, model routing, and clearly named intelligence.

ONE OPERATING LAYER / SHAPED FOR EACH CLIENT

More than a branded database.

Clients can bring the relationship, conversation, booking, revenue, documents, files, delivery, and workflows into one durable workspace.

01Contacts & leads02Five-channel inbox03Bookings & events04Invoices & payments05Documents & files06Public client pages07Workflows08Sepia Intelligence

GUIDED AVAILABILITY

Start with one real client.

Create your Sepia account, then work with us to configure the partner tenant and branded portal for a first rollout.

Create a Sepia account

PARTNER QUESTIONS

Clear before rollout.

Your business name, logo, and accent can carry through the partner signup experience, login, navigation, favicon, and CRM shell. Sepia Intelligence remains clearly identified where it assists the work.

START WITH ONE CLIENT

Book it. Sign it. Get paid. Follow up.

Bookings, contracts, invoices, texts and calls on one client record, paid straight to your Stripe.

Start free