Centralize all your clients on a single platform.
An isolated workspace per client, with its own knowledge, CRM and AI, without duplicating team or infrastructure every time you onboard a new account.
Every new client shouldn't mean more chaos or more headcount.
Managing dozens of different accounts without purpose-built tools ends up mixing knowledge, slowing down reporting and holding back growth.
Managing the knowledge of dozens of different clients without mixing them takes time and creates errors.
Preparing results reports by hand for each account takes hours every month that could go toward winning more clients.
Offering AI service to each client would mean duplicating infrastructure and headcount unless it's built for multi-tenancy.
Scaling your client portfolio without multiplying the team becomes impossible without centralized tools.
A multi-tenant platform built for agencies.
Manage every client from a single platform, without mixing data or knowledge between accounts.
Each client has its own isolated CRM, with contacts, deals and pipeline kept separate from the rest.
Automate repetitive tasks for every account: follow-ups, reminders and workflows without manual work.
Generate results reports per client in minutes, with data always up to date and ready to present.
Launch and automate email campaigns per account, connected to each client's knowledge and CRM.
Create custom forms per client to capture leads and automatically feed their CRM.
Each client has its own AI agent trained on its own knowledge, without mixing information between accounts.
One of the agency's clients gets a query from its own users.
Before
After CORTEX
Here's what it looks like inside.
The same dashboard your team uses, applied to every client account.
What most agencies turn on first.
- New client onboardingautomatic provisioning of an isolated workspace (CRM, knowledge base and AI) when a new account joins.
- Automatic monthly reportgeneration and delivery of each client's reporting without manual work.
- Lead to CRMany form or email marketing campaign automatically creates the contact in the corresponding client's CRM.
- Inactivity alertnotifies the team when an account has been inactive or has unresolved queries for a while.
Your marketing and CRM tools, connected account by account.
Syncs contacts and pipelines for every client without mixing data between accounts.
Connects Meta campaign performance with each client's CRM and reporting.
Centralizes Google Ads campaign metrics alongside the rest of the account's knowledge.
Automates each client's email marketing and logs the activity in their independent CRM.
Connects CORTEX with thousands of tools to automate flows between accounts without code.
Get alerts and summaries for every client straight into your team's channels.
Everything you want to know before deciding.
Can I manage several clients from a single account?
Yes, CORTEX is built for multi-tenancy: every client has its own isolated space for knowledge, CRM and AI within a single platform.
Does one client's data mix with another's?
No. Each account has its knowledge, CRM and automations completely separated from the rest.
Can I automate reporting?
Yes, you can generate and send results reports per client automatically, without preparing anything by hand.
Does each client need their own AI?
Yes, and it's trained independently on that account's specific knowledge, without depending on any other account.
Does it integrate with my marketing tools?
Yes, it connects with HubSpot, Meta Ads, Google Ads, Mailchimp and other tools commonly used by agencies.
Can I scale the number of clients without growing the team?
Yes, automating repetitive tasks lets you serve more accounts without increasing headcount at the same pace.
Let's talk about scaling your agency without scaling the chaos.
A specialist will review your client portfolio and propose a rollout strategy — no commitment, no lock-in.