For marketing agencies
Keep every client moving.
Plan the work, get it approved, share results, and send the bill. Give each client one place to find it all.
Free for 14 days. No credit card needed.
Conversations
Answer each question in one place.
Messages lists every client conversation. Sent invoices and contracts land in the same thread, so the history stays together.
- Attach files with the + button
- Brava can draft a reply for you to edit
- Scheduled reports wait in the System channel for your review
The week before a big campaign.
You run a ten-person marketing agency. Three clients have launches coming, and everyone needs something approved.
An illustration of how this type of business can use BravaSpace. The people and times are made up.
- Mon 9:00Work
See the work across all clients
The Tasks page shows the work for every client. The sidebar shows what is Overdue and what is in Client Review.
- Mon 11:00Studio
Get first drafts to work from
The Content and social toolset has Social pack, Email newsletter, Case study, Content calendar, Web copy and Welcome email series, and Ads has Ads copy and Ads review. Pick the client, fill a short form, and edit the draft.
- Tue 10:00Work
Get feedback before the launch
Set a task to Client Review. The client sees Review & respond with Approve, Request changes or Comment.
- Wed 15:00Insights
Share the results after it
Connect Google Analytics, Search Console, SE Ranking or Google Ads. The report drafts itself in plain words, and you share it in the client's Reports under your name.
- Fri 16:00Billing
Invoice and contract in one place
Send the invoice with a Pay now button. Contracts go in Billing too, and the client signs them right there.
The tabs that matter
See the work across all clients.
Set up first
Set up one client first. Then add the rest.
- 1
Make it look like you
Add your logo, colors and font once in My Brand. Every client space picks them up.Brand styling is included on every plan.
- 2
Add a client with the right tabs
Pick a preset or switch tabs yourself. Turn on Billing and Insights only for clients who need them.
- 3
Connect Stripe and your data
Add your Stripe key so Pay now works. Connect Google and SE Ranking for reporting, and ActiveCampaign to send portal updates to your automations.
Questions
Good to know.
Yes. Internal tasks are marked with a lock and only your team sees them. Tasks assigned to a client are the ones they see.
Set the task status to Client Review. The client sees Review & respond and can Approve, Request changes or Comment.
Yes. Paste your API URL and an admin key, set up the Portal update object (it needs an ActiveCampaign plan with custom objects), then sync your contacts. It mostly sends: portal people become contacts and shared reports and messages become Portal updates. Ask Brava can propose tagging a client’s existing contacts, applied when you press Apply. It is not a source for Insights.
No. They open the invite link in the browser, then sign in with a password, Continue with Google or an emailed sign-in link.
Starter has 5, Studio 10 and Agency 40. You can add client spaces one at a time on top.
Studio and agents
The first draft, already done.
Say what a client needs and Studio makes it from their numbers, in your brand, ready for you to share. Switch on an agent and it keeps happening, waiting for your yes.
Keep reading
Related pages.
Try it with one client.
Add some work. Share a file. Ask for feedback. See what your client sees, with your name on it. Free for 14 days. No credit card needed.