Where this lives. Sign in and open /crm in the app.
What it does
Opening Clients takes you straight to CRM. emailcampaign.ai (Campaign Cloud in the app's own sidebar) doesn't have a separate client directory at this address; it's a redirect. CRM is your deal pipeline: deals born from campaign replies, tracked by Stage, Value, Company, Contact, and Expected close, each one carrying its meetings, contracts, tasks, and a timeline back to the first email. It answers "who's in our pipeline and how much is it worth," not "which client owns this mail door."
A "Companies" link sits beside the deal list. That's a separate, read-only list built automatically from your leads' enrichment data (industry, size, contact count, campaign membership) for understanding your prospect base, not for adding or managing clients.
Before you start
Nothing to set up here. Deals appear once a campaign produces a positive reply or a meeting gets booked.
Set it up, step by step
- Open Clients (or CRM directly) to see every deal, searchable by name, company, or contact, and filterable by Stage.
- Click "New deal" to add one by hand, or let one arrive automatically from a campaign reply.
- Click a deal's name to open its own workspace: an AI deal summary from the latest meeting, a "Next best action" suggestion, and four sections: Meetings & recordings, Contracts, Tasks, and a Timeline mixing your notes with audited events.
- Change where a deal stands with the Stage dropdown at the top (prospect, meeting, proposal, contract sent, won, lost); every change is audited.
- Click "Create invoice" on a deal to start billing for it. The first time you name a client on an invoice, typing a new name and confirming creates a lightweight client record behind the scenes. That's the closest thing this product has to a client list today, and it's managed from Invoices, not from here.
- To share results with an actual client, the thing "Clients" sounds like it should do, set up a Client portal instead; see Client portal & support.
What you should see
The deal list shows one row per deal with its stage as a coloured badge and its dollar value. A deal with no company or contact still opens and works; those fields are informational.
Common problems
If you're looking for a page to add, edit, or browse the companies you do mail-door or billing work for, there isn't a single one. The pieces are split across CRM (sales pipeline), Companies (read-only, built from lead enrichment), Invoices (where a client billing record actually gets created and its billing addresses stored), and Client portals (where a client-facing view gets built and shared). A mailbox's client assignment on its account page may point you to "CRM → Companies" to create a client; that note is stale, since Companies has no way to add one. If you need a client to assign a sending mailbox to, create it from Invoices first.
Related
How do agencies manage cold email for multiple clients?
Separate at four levels: domains per client, tenants or workspaces per client where the provider allows, tracking subdomains per client, and separate sending IPs if you self-host. That keeps one client's bounce rate off another client's domains.
What belongs in a monthly client report?
Sends, replies, positive replies and meetings by client and mailbox, plus the deliverability line: bounce rate, complaint rate, and any provider-level refusals. The last one is the leading indicator, so raise it before the client notices fewer replies.
Read next
Common questions
How do agencies manage cold email for multiple clients?
Separate at four levels: domains per client, tenants or workspaces per client where the provider allows, tracking subdomains per client, and separate sending IPs if you self-host. That keeps one client's bounce rate off another client's domains.
What belongs in a monthly client report?
Sends, replies, positive replies and meetings by client and mailbox, plus the deliverability line: bounce rate, complaint rate, and any provider-level refusals. The last one is the leading indicator, so raise it before the client notices fewer replies.
Read next
Last updated September 19, 2026. Written by the team that operates the platform.