A workspace for every client
Each client has its own leads, companies, sequences, mailboxes and history. Your staff switches between workspaces; the client sees only theirs.
CiaoPilot was born inside an outbound agency. Workspaces, shared senders and client access are not add-ons: they are how we work.
Each client has its own leads, companies, sequences, mailboxes and history. Your staff switches between workspaces; the client sees only theirs.
A LinkedIn profile or a mailbox can belong to one workspace and be shared with others. Replies are filed with the right lead, in the right workspace, and stop the right sequence.
"All inboxes" shows every reply from every client you are a member of. Classify, answer and move on, without logging in and out.
Invite the client with a read-only role: Home, Leads, Companies and Activity. They watch the pipeline grow; they cannot touch sequences or inboxes. Viewers never cost a seat.
Import campaigns, contacts, sent emails, replies and outcomes from the tools you use today, so analytics start from day one.
When an engagement ends, the workspace can become the client's own CiaoPilot account. Nothing to migrate.
Name, timezone, members. Two minutes.
The client's mailboxes, or yours shared with them.
Import the list, write the sequence, launch. Replies land in All inboxes.
Early access is open to a few teams and agencies. Bring your mailboxes, your LinkedIn and your list. CiaoPilot takes care of the rest.