cftrader01PLUS
Jan 26, 2025
Q: Agency / Clients
How can I use this for clients? Swipepages has sub accounts. Does swipe one have client sub accounts or client portals? Can I create proposals? Can I call or sms the client’s form swipeone?
Founder Team
Swami_SwipeOne
Jan 28, 2025A: Hi,
Thanks for reaching out.
In Swipe One, you can use Workspaces to manage each of your clients, similar to how sub-accounts work in Swipe Pages. Each workspace can contain the contacts, workflows, and campaigns for a specific client.
We do not currently have built-in client portals or a proposal creation feature, and these are not a high priority for us at the moment. However, calling and SMS capabilities are on our roadmap and will be added in the near future.
regards,
Swami
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