Clarix
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For Agencies

Manage multiple clients and teams.

Content, design and development each work their own queue. The board, the ledger and the client view sit above all of them — so a partner can see the state of the agency without asking three people for a status.

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Units
Content
Design
Development
Accounts
Oversight
Project managers
Supervisors
One organisation
One board, one ledger, one set of roles
Who sees what

Five roles, and a boundary that holds.

An agency is not one team, and a board that shows everyone everything is the fastest way to leak one client's work into another's view. Roles decide what loads.

01 Admin

The whole organisation: every unit's board, the credit ledger, the storage breakdown and the subscription.

02 Project manager

Delivery across units. Briefs the task, sets its credit amount, assigns an owner and answers the client.

03 Supervisor

One unit. Their team's board and their team's workload — and nothing from the units next door.

04 Writer

The work itself: assigned tasks, the files on them, and the thread where they are reviewed.

05 HR

Attendance, leave and payroll for the people, without a line of sight into client work.

Attendance, leave and payroll arrive with the Standard plan. Compare plans

One organisation, many units

See which team is drowning before they say so.

Every task belongs to a unit, so throughput, credit spend and storage are already broken out by team. No one has to assemble the number by hand at month end.

  • Units are the org chart Add a unit for each craft or each client team. A person belongs to one, and the board respects that boundary without anyone policing it.
  • Throughput per unit What is in flight and what shipped this month, per team — so the quiet queue and the overloaded one are both visible.
  • Storage per unit Usage totalled for the organisation and broken down by team, so the plan ceiling arrives as a number rather than a failed upload.
clarix.app/units
Unit In flight Done Credits Storage
Content 7 24 486 11.4 GB
Design 5 18 512 22.8 GB
Development 4 9 738 6.2 GB
Accounts 2 6 104 0.9 GB
Organisation 18 57 1,840 41.3 GB
Several clients, one board

A new client is a filter, not a second install.

Clients do not each get their own workspace to log into and their own board to keep in sync. They get their own view of the one board your team already works in.

Their tasks, their thread

A client sees the status of the work that is theirs and the comments addressed to them. Everything else on the board stays where it is.

Client Portal

Their spend, separately

Credits are debited against the client the task belongs to, so the September figure for one is never entangled with another.

Credits & Billing

Their files, on the work

Briefs in, deliverables out, attached to the task that produced them rather than to a shared drive with four people's naming habits in it.

File Management

Pro is the plan built for this — multiple teams, multiple clients, and full automation access. See what it includes

Run the whole agency on one board.

Every unit, every client and every credit in one place — with the roles that keep them properly apart.

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