Reports and workspaces
Share client reports, run agency workspaces with separate client feeds, and invite your team.
Generate and share a client report Solo and above Build a frozen snapshot of a reporting period, share it as a public link or a PDF, and see what each section of the report contains. Agency workspaces and client feeds Agency The Agency plan gives you one workspace per client. Keep their leads separate, switch between them, report per client, and share a branded public lead feed. Invite your team and set roles Growth or above Add people to an Embers workspace by email or invite link, choose admin or member, reassign lead owners, and remove someone when they leave.