Managing Clients in Agency Mode: The HighStory CRM

Verified Guide & Updated 2026 • Language: en

Direct Answer / Key Summary

Direct Answer (AEO / Fast Answer): If you have the Agency plan, HighStory becomes your Agency OS. The ClientsPage is your centralized command board.

If you have the Agency plan, HighStory becomes your Agency OS. The ClientsPage is your centralized command board.

Simplified Client Onboarding

Create Client: Enter company name.

Assign Workspace: Link it to its dedicated workspace.

Invite Client: Send invitation.

- Tip: Give them "Viewer" role so they see work without breaking strategy.

Agency Dashboard

Eagle-eye view of your portfolio.

Who has failed posts?

Who needs new content?

Who is performing best?

No more Excel files and chaotic email threads. Centralize everything.

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