Manage every client brand, like they were one.

Why per-seat CRMs are a hard fit for agencies

Per-seat pricing grows with client count, reports rarely look like a client-grade deliverable, and onboarding a new client is admin work that is hard to bill for.

Pinlyx helps with pricing and the inbox: flat plan prices with no per-seat fees, and brands that keep each client's accounts together. It does not do white-label reports or client templates, so plan those deliverables separately.

Channels that matter for agencies

Every client has a different channel mix. Pinlyx lets you run them from one inbox:

• Instagram & Facebook: for DTC clients, the primary channel. DMs and Story replies, with keyword comment-to-DM on the Business plan.
• Telegram: for crypto, web3, and EE/CIS clients. Native MTProto, multi-account per workspace.
• X (Twitter): for SaaS and B2B clients. DMs in the inbox, and X sequences on Business with account rotation and rate-limit safety.
• WhatsApp Business: for retail, hospitality, and international clients. Your team or an AI agent replies inside Meta's 24-hour customer service window, with no template messages, broadcasts or bulk sends.
• Email: universal. Connect the client's own mailbox over IMAP/SMTP: one mailbox on Pro, five on Business.
• Live chat widget: for clients with a storefront. Drop-in script: one site on Pro, unlimited on Business.

Compliance & data residency

Agencies live in a slightly unusual legal position: under GDPR you are typically a data processor (your client is the controller). That means you need a data-processor agreement from the CRM, and you need to be able to flow comparable terms down to your clients.

• DPA: Pinlyx publishes its data processing agreement at /dpa, which you can use as the basis for your own client terms.
• Hosting: Pinlyx runs on servers in Germany on every plan. There is no per-workspace region choice on self-serve plans.
• Client offboarding: deletion requests are completed within 30 days. The panel has no bulk contact or workspace export: each contact can be downloaded as a JSON file, and Business has the REST API for a full copy.
• Access: team roles control what each member can do, and each contact keeps an activity timeline. Pinlyx holds no SOC 2, ISO 27001 or HIPAA certification, so check before you use it for clients in regulated industries.

Sequences worth building

Pinlyx does not ship template packs and has no clone-to-workspace flow. These four are simple to build on email or Telegram, and you write the wording for each client:

• New-client onboarding (your agency to client): kickoff email, credentials request, briefing call booking, weekly cadence setup.
• Generic inbound lead: an AI agent welcomes the lead, asks the qualifying questions and hands off to the client team. Edit the tone per client.
• Retainer renewal (your agency to client): a results recap and a renewal note before the contract ends, so clients see "here is what we did" before they look at the invoice.
• Lapsed-client re-engagement: for clients who paused or did not renew. Three-step sequence: value-add, case study, low-commitment offer.

Reporting & KPIs

Pinlyx reports per brand and per team member. It has no agency-wide retainer dashboard and no automatic client report:

• Per-brand reporting: conversation and support numbers filtered by brand.
• Sequence results: how many contacts each follow-up reached and how many replied.
• Team workload: by team member, in advanced analytics on Business.
• Client reporting: no PDF or automatic digest. Pull the numbers you need and report in your own template.