An agency workspace for leads, clients and the next task
Updated 2026-10-24
Agencies lose time when a new enquiry, an active client and a waiting task live in different notes. This page is that operational record for the agency itself.
Agencies lose time when a new enquiry, an active client and a waiting task live in different notes. This page is that operational record for the agency itself.
New business
A lead from the site or from a connected Meta form keeps its source. The status shows whether anyone answered.
The CRM price is $49 a month. Appointments, automations and collaborations are on the business plan at $99 a month or $990 a year.
Active clients
The client file holds contact details, notes, documents the account stores, tasks and appointments when the plan includes them.
It is the agency's record. It is not a client login portal.
Work that is waiting
A dated task is the brief, the call or the delivery check. Overdue tasks appear in the notifications the product already has.
An automation on the business plan can create a task when a lead is new. It does not write the campaign or the design.
What an agency should not assume
Collaborations let two businesses on the business plan find each other and exchange a proposal. A match is not a verified partnership and BizUply is not a party to their terms.
Partner commissions are a different program, on the partners page, with the published 30, 35 and 40 percent tiers.
FAQ
Is this white label?
No. The agency uses BizUply for its own work. Source code and white label are not included.
Do clients get their own login?
Not from this page. The file is the agency's record.
Can the agency run a client's ads?
Only inside the connected ad account, and Meta still bills the spend. BizUply does not replace Ads Manager.
Where are partner commissions?
On the partners page. The published recurring tiers are 30, 35 and 40 percent.