Onboarding, roles, sources, and integrations — launch without the scavenger hunt.
Setup health · Launch stages · Integration readiness
Agency Admin is the Onboarding Center: setup stages, role-based tasks, go-live checklist, and integration readiness so owners and admins know what still blocks launch.
Setup health, launch stages, and the checklist that gets you live.
Agency profile, lines of business, staff, permissions, lead sources, follow-up settings, budgets, and compliance — with owner/admin/manager ownership on each task.
- Setup stages with clear current step
- Integration readiness: phone, calendar, billing, marketplace
- Quick links to invites, settings, training
What Agency Admin is for.
Role-driven setup
Owner and Admin drive setup; Manager supports training tasks.
Launch stages
See how far you are from live operations.
Integrations
Know what is active vs still needs setup.
Go-live checklist
Users, roles, and launch items in one place.
Every key program in the app has a page.
Customer CRM, Sales & Pipeline, Service Desk, Executive, Team, Performance, Marketing Studio, CallMaster, and more — same operating system.
Today / Command Center
Agency snapshot, quote queue, open tasks.
02Customer CRM
Customer 360, households, X-date renewals.
03Executive
Start My Day production and agency health.
04Sales & Pipeline
Quote pipeline stages and sales floor.
05Quote Desk
Intake, ownership, next action.
06Service Desk
CSR queue, policy work, claims, comms.
07Marketing Studio
Month plan, mailer, email, social.
08Team
Staff activity, coaching, scoreboards.
09Performance
Lead → win, sources, budget reports.
10Lead Accountability
Ownership, contact rate, stalled work.
11CallMaster
AI training, duos, challenges, rewards.
12Speed to Lead
First-touch timing as an operating habit.
13What We Replace
The convenience / replace-stack map.
Launching an agency workspace?
Walk the Agency Onboarding Center in a demo — setup health through go-live.