Manage your client roster
Add clients manually or import the client roster. New clients receive a workspace; existing clients can be provisioned through Client workspaces.
Give every client a report that stays theirs.
Manage clients in your agency, keep their workspace access separate and show how original campaigns connect to recorded work. Set the reporting goal for each client.
Illustrative structure · No customer data
Your agencyClients, team and library
Client workspaceExample client A
Lead generation
- Own leads and outcomes
- Own CRM connection
- Authorized readers
Client workspaceExample client B
Sales outcomes
- Own leads and outcomes
- Own CRM connection
- Authorized readers
A client’s workspace role does not grant agency-wide access. Switching a workspace does not grant membership.
One agency. Separate client workspaces.
Keep client records and reporting in the workspace they belong to. Agency staff access and client access use separate roles.
Set client reader access
Invite a reader to the intended workspace. A client viewer can read its reports without receiving agency team or library access.
Keep your agency sources separate
Your agency manages its own team, libraries and delivery integrations. Another agency’s records do not become available by creating or selecting an agency.
Give each person the access their work needs.
Being signed in is the first step. Verified agency or workspace membership determines which records and actions a person can use.
Agency owners and administrators
Manage the agency team and client workspaces. Customer CRM accounts remain attached to their own workspace.
Client owners and editors
Owners manage their workspace’s CRM connection. Owners and editors can update manually managed leads; CRM-controlled outcomes remain protected.
Client viewers
Read the authorized workspace’s leads and reports. A viewer role does not grant editing or agency administration.
Choose the question for each client.
An agency may serve several industries. Choose the report layout per client while keeping the underlying lead and outcome records consistent.
Lead generation
See lead counts, outcomes, original sources and monthly volume. Start with the lead pipeline your client needs to understand.
Sales outcomes
Focus on recorded wins, contract values, service or project types and losses. Amounts represent recorded contracts, with currencies kept separate.
Local services or a complete view
Use territory and ZIP sections where those records exist, or choose a complete report. Changing a layout does not add ad spend, ecommerce payments or missing source data.
Start with one client’s lead-to-outcome chain.
Check a complete path before expanding to more client workspaces. Team access and reference libraries can follow when they are needed.
Create your agency and client
Sign in, create the agency and add the client. Set its report goal and invite only the people who need that workspace.
Connect intake and delivery
Capture the original source and campaign, deliver the lead to the right destination and retain the Attrival Lead ID.
Verify the outcome and report
Use a configured CRM path or an authorized manual update. Check the recorded result, missing data and amount against that same lead.
Agency workspace questions.
Can a client see the agency’s other clients?
A client workspace role grants access to its authorized workspace. Agency roles are separate, and selecting a different workspace does not grant membership.
Can my clients keep their existing CRM?
Yes, when there is an appropriate supported connection or configured workflow. Check the CRM catalog and setup requirements for that client’s account; provider readiness varies.
Can different clients use different report layouts?
Yes. Choose the reporting goal per client. Saved configuration and presentation do not change the client’s lead records, totals or permissions.
Does creating an agency start a paid subscription?
No. Paid checkout and subscriptions are not available. Workspace creation does not activate a paid plan.
Start with the client you need to report on.
Creating a workspace does not start a paid subscription.