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For agencies and teams

Your clients' outreach, run by our team.

Yes — today as a managed team offering. BlueTier's team runs outreach for several clients, each in its own isolated workspace with its own inbox, pipeline and plan, and coordinates strategy and reporting across them. Besides each client's own users, only BlueTier staff assigned to that client and BlueTier's administrators can open its workspace, and staff visits are logged.

Separate workspaces

Every client, its own workspace.

Each client runs in its own isolated workspace — inbox, pipeline and LinkedIn outreach — and sees only its own data.

A client workspace only ever shows that client's own data.

Three workspace cards labelled A, B and C, under the heading Managed workspaces, each list real sections — Inbox, Pipeline, Tasks. A badge reading "Our team, assigned" appears above each workspace in turn alongside a lock glyph and the word Isolated, while a note reading "Staff visits logged" stays in the corner, before the loop returns to the first. Illustrative sample, fictional workspaces.

Access control

Assigned staff, logged visits.

BlueTier staff open a client's workspace only when assigned to it — administrators excepted — and their visits and changes are written to a staff access log.

  • Staff access to a client is assignment-based and written to a staff access log.

  • A client workspace whose portal is switched off moves into BlueTier's own workspace, where BlueTier's staff keep working it — never into another client's.

Strategy and reporting

One team across every client.

BlueTier's team plans strategy and reporting across the clients it runs for you; each workspace keeps its own analytics, compared period over period and exportable.

Each workspace's analytics compare periods and export; our team reports across them.

FAQ

Questions agencies ask

Can an agency use BlueTier for several clients?

Yes, today as a managed team offering: BlueTier's team runs each client's outreach in its own isolated workspace, with its own inbox, pipeline and plan, and coordinates strategy and reporting across them.

Can one client see another client's data?

No. A client workspace only ever shows that client's own data. If a client's portal is switched off, its accounts and data move to BlueTier's own workspace, where BlueTier's staff keep working them — never into another client's.

Who can open a client's workspace?

The client's own users, BlueTier staff assigned to that client, and BlueTier's administrators. Staff visits, and every change staff make inside the workspace, are written to a staff access log.

Is there a self-serve agency seat?

Not today. Each client workspace is set up and run by BlueTier's team, and the client can sign in to its own workspace unless its portal is switched off.

Does every client need its own plan?

Yes. Each client workspace is billed on its own plan — Professional, Plus or Premium — with its own limit of connected accounts: one, one or three, on any supported channel.

Scope it with our team.

Book a demo to plan a managed setup for your clients or team, or see the plans each client workspace runs on.
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