For Agencies

Agencies use Custlio to run multi-client ops from one workspace.

Team collaboration across clients and channels. Every conversation, invoice, and automation — organized by client.

From message to invoice

Four steps that keep multi-client operations running smoothly.

The message lands in your unified inbox, automatically linked to the client contact and their organization.

Assignment rules route the conversation to the right person. Round-robin, manual, or tag-based — your call.

The automation tags the contact, creates a task, and notifies the account manager — all without manual effort.

Create the invoice from the conversation, send it to the client, and track payment — all linked to the original message.

Four modules that power agency operations.

One workspace for every client. Team assignment, automations, and billing — all connected.