The agency tool with Multi-Client Management
Manage multiple clients with complete separation - each one in their own space
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Client Directory — all your clients organized at a glance
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Agency Control Center — manage your account, team and global settings
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Team & Projects — assign members and define roles per project
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Deliverables — create, version and organize every delivery by project
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Client Access Portal — invite clients with one click, zero friction
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Task Tracking — real-time statuses visible to the whole team
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Feedback & Traceability — in-context comments, full action history
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Calendar & Deadlines — share events, track deadlines and schedule meetings
Client Directory — all your clients organized at a glance
How It Works
Discover how Multi-Client Management helps you manage projects professionally
How It Works
Discover how Multi-Client Management helps you manage projects professionally
Cada cliente en su propio contenedor
Arquitectura diseñada para agencias. Cada cliente es una entidad independiente con sus proyectos, documentos, usuarios.
Clear organization: Client → Project → Deliverables
Jerarquía lógica que refleja cómo trabajan las agencias. Navegación intuitiva y escalable.
Templates configurables por cliente
Define workflows, estados y procesos personalizados por cliente si tienen requisitos específicos.
Competitive Advantages
Why professional teams choose Aprolio's Multi-Client Management
Scale your agency without limit
Sistema diseñado para gestionar 1 o 100 clientes con la misma facilidad. Creces sin cambiar de herramienta.
Compliance y NDAs garantizados
Segregación automática asegura que information confidencial de un cliente nunca se filtra a otro. Cumplimiento de NDAs sin esfuerzo.
Organization that reflects your business
La estructura Cliente→Proyecto es natural para agencias. No forzar tu operation en herramienta genérica de tareas.
Onboarding de nuevo cliente en minutos
Creas cliente nuevo, invitas sus usuarios, creas primer proyecto. Setup completo en 5 minutos, no días.
Vista consolidada o individual
See dashboard de todos los clientes para overview general, o filtra por cliente único para deep dive. Flexibilidad total.
Reporting por cliente para rentabilidad
See métricas por cliente: horas consumidas, proyectos completados, rentabilidad. Data para optimizar mix de clientes.
Before vs After
How your way of working changes with Aprolio
Herramienta de tareas genérica donde todo es un 'proyecto' - caos organizacional
Estructura multi-cliente diseñada para agencias - organización natural
Mezclar proyectos de todos los clientes - búsqueda y filtrado pesadilla
Segregación por cliente - encuentra information en segundos
Riesgo constante de mostrar information de Cliente A a Cliente B por error
Arquitectura segura previene filtraciones por diseño del sistema
Reporting global sin posibilidad de desglosar por cliente
Reportes consolidados o por cliente individual - análisis flexible
Who Uses This Feature
Real stories from teams that transformed their way of working
"Crecimos de 5 a 25 clientes en 2 años. Aprolio escaló con nosotros sin problemas. Cada cliente tiene su espacio ordenado. Herramientas anteriores colapsaban a los 10 clientes por falta de segregación."
"Gestionar 40 clientes enterprise con NDAs estrictos requería seguridad absoluta. La segregación automática de Aprolio nos da paz mental de que nunca hay filtraciones entre clientes."
"Necesitaba ver rentabilidad por cliente para decisiones de pricing. Con reporting por cliente I see qué clientes son profitables vs cuáles consumen demasiados recursos. Data para negociaciones."
We answer your questions about Multi-Client Management
Everything you need to know to make the most of this feature
How many clients can I manage in the system?
There is no technical limit on the number of clients. The system is optimized for agencies managing from 5 to 200+ clients. Multi-tenant architecture scales without performance degradation.
How does segregation between clients work?
Each client is a completely separate entity in the database. User linked to Client A cannot see or access Client B's information under any circumstance. It's segregation at architecture level, not just UI.
Can I have a client with multiple divisions or subaccounts?
Yes, you can model complex structures. Example: Client 'Corporation X' with subaccounts 'North America Division' and 'Europe Division', each with their own projects but reporting to the parent client. Organizational flexibility.
Can I customize workflows per client?
Yes, you can define custom states, workflows and processes per client if they have specific requirements. Example: Enterprise client with 3 approval stages vs startup with simplified process.
Is there a dashboard that shows me all clients at once?
Yes, the main dashboard shows an overview of all clients: how many active projects they have, which ones are in red (problems), which have pending deliverables. You can also filter to see only a specific client.
Can I migrate existing clients from another tool?
Yes, there is an import process where you can migrate clients, projects and documents from other tools or CSVs. Onboarding team can assist you in complex migrations of 20+ clients.
Can I archive inactive clients without losing their history?
Yes, when you finish a relationship with a client, you can archive them. They leave active views but maintain all accessible history. Useful for cleaning the dashboard of current clients without losing historical information.
Ready to transform your project management?
Join hundreds of agencies and teams already managing projects professionally with Aprolio.