Rooms/Agencies & clients
ROOMS FOR AGENCIES & CLIENTS

One Room per client. Your team, their data, every tool.

Invite each client to their own Room with Free access. Your team brings the tools, the client connects their accounts to slots, and everyone works on the same dashboards, reports and tasks.

PERSONALIZE EACH ROOM

Your Private Space and every shared Room, set up for what each one needs

Every Room has its own name, logo, banner and homepage. Choose the widgets that matter for that Room and hide the rest. Switch between the examples below and turn widgets on and off.

ARAlex Rivera
SPACE NAVIGATION
ACAgency Client⌄
Space homepage Project DeliverablesProject Hubs
ORGANIZERS
TasksContent PlannerNotes
TOOLS & ADDONS
Live DashboardsMarket AnalysisKeyword ResearchPrompt TrackerSEO ControllerEmbed DashboardsYT Channel Analyzer
ORGANIZERS›
TOOLS & ADDONS›
SOURCES & READING›
MANAGER TOOLS›
Contact Admin
AC
Agency Client
@agency-client
Shared Room · 6 members
Everything for this client in one place: dashboards, monthly reports and the team channel.
Madrid
Hi Alex! Wrapping up?
Pick up where you left off — check Control Diario or Q4 dashboards.
⚙ Add / Edit Widgets
WIDGETS
AI Mini Chat
Hi Alex, what’s up today?
I can check your projects, results and knowledge.
ProjectsResultsKnowledge
Summarize my latest…
UsagePay-as-you-go
EXAMPLE · CURRENT CYCLE USAGE
€3.83
Market Analyzer€2.55
Talk to Data€0.22
Insights€0.22
Recent Projects
Control Diario
Clever Tables
Prompt audit
Prompt Tracker
Q4 dashboards
Live Dashboards
Site review
SEO Controller
Activity Diary
Alex Rivera 3h ago
Task added: Content creation · 2 pieces
Sam Ortega 1d ago
Project activity: Content Strategy created
Alex Rivera 1d ago
Task added: Monthly report draft
Addons
SCSEO Controller
LDLive Dashboards
KRKeyword Research
PTPrompt Tracker
Videos
▶
▶
▶
▶
▶
▶
Project Deliverables
● KEY FINDING
Search traffic Sep–Oct
REPORT
PageSpeed Report
Tasks
Draft monthly report
Review keyword list
Share dashboard
Sessions per day
Last 90 daysMain site · GA4
Its own identity
Name, logo, banner, description and handle make each Room recognizable at a glance.
Widgets for the job
A study group needs videos and tasks. A client Room needs deliverables and traffic.
Private or shared
My Private Space is only yours. Shared Rooms have members, roles and their own context.
A NEW WAY SAAS WORKS

SaaS tools, used together. Each person pays their own way.

Every Clevertrek tool can live inside a Room and be used by everyone in it. No seat licenses to buy for the whole team: each member uses their own access and pays for their own usage, unless the company decides to fund it with governance.

01
Every tool, shared
Dashboards, SEO, CRM, planners and reports work for the whole Room, with one shared context.
02
Each one pays their own
Members keep their own access and pay as they go. Guests can join with Free access.
03
Advance permissions
Owner and admin roles, data slots per account and member settings for every kind of contribution.
EVERY TOOL, IN EVERY ROOM

The whole Clevertrek stack, used together from one Room

Add any tool to the Room and everyone in it can use it on the same projects, data and context. No seats to buy for the team: each member works with their own access and pays only their own usage.

MRLGAP+912 members · 24 tools shared · each pays their own
MEMBERS · EACH ON THEIR OWN ACCESS
MRMartaAdmin · Advance
LGLeoMember · Pro
APAnaMember · Personal
NKClientGuest · Free
Your Room SHARED CONTEXT
LDLive Dashboards
SCSEO Controller
KRKeyword Research
PTPrompt Tracker
CPContent Planner
SDSupport Desk
TRTalk to Report
PSPersona Studio
TBBrainstorming
SUSurveys
RTRank Tracker
ARAuto Reports
+ 37 more tools and connectors
Plus every connector: Google, Meta, TikTok, LinkedIn, Shopify, Windsor.ai, Supermetrics, Pipeboard and more.All 49 tools & connectors →
HOW AGENCIES USE ROOMS

The client sees the work, not your whole agency

# northwind
Client rooms
Live dashboards, reports and a channel per client. They see only their accounts.
# onboarding
Client onboarding
The client connects Google, Meta or TikTok to a slot once, and your team starts working.
# monthly-report
Delivered reports
Scheduled reports and insights land in the client’s Room on the day you choose.
ROOM SETTINGS

Decide who adds, approves and takes content out

Try the member settings. Some permissions depend on others, just like in the product.

Member permissionsApplies to non-admin members only
Knowledge contributionsMembers can suggest contributions to this workspace.
Suggest directly from this workspaceMembers can add links and visors from inside this workspace.Requires: Knowledge contributions
Admin approval for direct suggestionsLinks and visors that members add from inside this workspace wait for an admin to approve them.Requires: Suggest directly from this workspace
Suggest from other workspacesMembers of other workspaces can propose contributions to this one.Requires: Knowledge contributions
Admin approval for suggestions from other workspacesCopies sent here from other workspaces wait for an admin to approve them.Requires: Suggest from other workspaces
Admin approval to take content outWhen a member copies a link or visor to another space, an admin has to approve it first.
Contributors can set visibility restrictionsContributors choose whether what they add is visible to everyone or to specific members.Requires: Knowledge contributions
ROLES IN EVERY ROOM
Group administratorCreates the Room, invites members and manages its settings.
Owner Optional · one per RoomA trusted member who protects the Room and its memory. Transferring or deleting it needs their approval, and they keep it if the admin's access is cancelled.
Members and guestsWork with the Room's tools under the permissions on the left. Guests can join with Free access.
DATA SLOTS

Each person connects their own account. Matching slots share the view.

A slot is one platform account in the Room. People who connect the same account share dashboards and work on it. Nobody sees data from an account they haven't connected, and your past work stays private until you share it.

How slots work →
ADSAcme Retail · Google AdsNative connector · 923-606-5016● You're connected
Connected · 3 membersDisconnect · Archive
GSCAcme Retail · Search ConsoleNative connector · acme.example● You're connected
3 pieces of your work on this account are only in your own space.Share my history
Example · Agency balance96,10 € of 150 €
Per-person cap15,00 € / person
Usage ledgerEvery call logged
GOVERNANCE · FROM ADVANCE

See and cap what every person spends

Fund AI for your team from one balance, cap the spend per person and report usage with the ledger. Guests can join with Free access.

Explore governance →
CONTENT NETWORK

Save and share what's worth reading

Links, videos and bookmarks in the Room's vault, tagged and searchable, with notes and tasks on each one.

Organize your curated sources →

Open a Room for your next client

1 € welcome credit, no card. Guests join with Free access.

rooms v1.1.2
Start free with 1 € credit