Agency operations, in view

Your agency CRM,
with agents on the job.

A CRM and delivery workspace for agencies selling AI, SEO and marketing services.

Find the next client. Keep the work moving. Give clients a clear view of what you deliver.

Open client workspace See the client journey

Sign in to create your workspace. Explore the example below.

One client. Every next step.

Explore an illustrative workspace.

Client workspaceIllustrative workspace Example data

Know the next conversation

01 / 04
  1. New lead
  2. Contacted
  3. Qualified
  4. Proposal sent

Opportunity

Open

Local search & AI visibility

Juniper Dental wants a clearer picture of how its website supports new patient inquiries.

Contact
Practice manager
Service interest
SEO & AI visibility
Next action

Review the website before the first conversation.

Open task
Explore prospecting

Explore the steps above. This example uses fictional data and does not save changes or run agents.

From first conversation to client report

Keep the relationship.
And the work behind it.

Move from finding an opportunity to delivering for the client, with a clear place to pick up each step.

  1. Find a reason to reach out.

    Find businesses, inspect their websites, and keep the evidence with the contact. Give every opportunity a stage and a next action.

    Find prospects Open the pipeline

  2. Make the pitch specific.

    Choose the audit findings that matter, shape a branded growth plan, and review the packet before it reaches the client.

    Open client workspaces

  3. Give the work a home.

    Keep brand context, SEO projects and delivery work alongside the client. Start from a workflow template, then connect the tools it needs.

    Explore SEO projects Browse workflows

  4. Show the work you stand behind.

    Publish the deliverables you approve. Choose the activity and KPIs a client can see, then share a read-only view with an expiring link.

    Prepare a client view

Agents, with a job to do

Put repeatable work
into a workflow.

Start with a template for a defined job. Adapt it to the client, preview the steps, and connect the tools for a live run.

Find your first workflow
Make it yours
Editing and dry-run previews are free. Shape the workflow before putting it to work.
Connect what it needs
Live work uses the required service connections. Manage your connections.
See what you spend
Paid runs and metered actions use credit. Review usage pricing before you begin.

Before you start

The working details.

A few practical answers for your first client workspace.

What is Suede AI Agent Studio for agencies?

Suede AI Agent Studio is a CRM and client-delivery workspace for agencies selling AI, SEO and marketing services. It brings prospecting, contacts, pipelines, client audits, growth plans, SEO projects and client reporting together with configurable agent workflows.

How do leads become client work?

Start in Prospecting with a business and its website. Save the contact and review its audit. The SEO client workspace starter workflow can carry a saved audit into client and SEO records after you configure, deploy and enable it. You review the pitch and choose when to mark the client active.

What is free, and when do I use credit?

Editing workflows and dry-run previews are free. Paid model runs, provider data and metered actions use prepaid credit. Review the price shown for an action before running it. Pricing explains the rates and includes an itemized client-work example.

Do I need to connect my tools?

Connect the services a workflow needs before running it live. For example, business discovery uses a configured Google Places integration, and email workflows need their required email connection. You can edit and preview a workflow while preparing those connections.

What can a client see?

You choose which client-visible activity, published deliverables and KPIs to include. The client view is read-only and carries your agency branding. Its links expire, and you can revoke them whenever you need to.

Your next client starts here

Make room for the work.

Open client workspace See agency usage pricing