Skip to content
Outreach Desk
Agencies

Run outreach and campaigns for every client, from one sign-in

A workspace per client, a team with the right roles in each, and a read-only report you can share with the client. One account and one bill for the agency.

How it works

How agencies use Outreach Desk

Add a workspace per client

Each client gets its own lists, mailboxes, templates, brand and reports. Switch between them from the workspace menu.

Bring your team

Invite teammates as admin, member or viewer, and assign leads and conversations to the right person.

Send for each client

Their own mailboxes or email service, with limits, warm-up and follow-up plans, and an inbox per workspace.

Share the results

A white-label client report by link: read-only, signed, and switched off whenever you like.

What you get

Agencies juggle many senders, lists and brands. Keeping each client separate, and showing results without giving access, saves hours every week.

  • Client workspaces under one sign-in and one bill
  • Roles: owner, admin, member and viewer
  • Assign leads and replies to teammates
  • White-label, read-only client reports by link
  • Separate mailboxes, brand kits and templates per client
  • Reports by sequence, step, variant and mailbox
  • API keys and signed webhooks per workspace
  • HubSpot, Pipedrive and Google Sheets sync
Start from a template

58 templates for agencies

Add one to your account and it becomes yours to edit. Placeholders in [square brackets] are flagged until you replace them.

Client outreach

  • Introduce my service
  • Share my portfolio
  • Offer a free audit
  • Ask for a 15-minute call
  • Share a case study

and 5 more

Selling a product

  • Introduce my software
  • Invite to a demo
  • Welcome to your free trial
  • Trial ending soon
  • New feature announcement

and 5 more

Sales follow-ups

  • Gentle nudge
  • Add value
  • Last email (break-up)
  • After a demo
  • After sending a proposal

Cold outreach – business

  • Cold – offer a service to a team
  • Cold – who handles this?
  • Cold – congratulate on news
  • Cold – mutual connection

Recruiting

  • Reach a candidate
  • Pitch a hiring company
  • Send a candidate shortlist
  • Candidate outreach with role highlights
  • Executive search introduction

العربية (Arabic)

  • تعارف وعرض (بريد أول)
  • طلب اجتماع قصير
  • متابعة أولى
  • متابعة أخيرة
Questions

Agencies: common questions

Do my clients need an account?

No. Share a client report by link; it is read-only and you can switch it off at any time.

Can a client's data mix with another's?

No. Each workspace has its own lists, mailboxes, templates and settings.

How is an agency billed?

One plan for the agency covers its client workspaces, up to the number in the plan.

Start free today

No credit card needed. Test mode is on until you decide to send for real.