Use Case · Agencies

Six client inboxes — zero cross-contamination

We engineer multi-client intake and follow-up systems for agencies — separate connections, brand voice, qualification rules, and reporting per client without hiring another account manager per account.

20-minute fit check · Discovery Sprint after fit · Builds from $25K

Status quo

The cost of the status quo

Typical monthly cost

~$7,200/mo — two account managers juggling 6+ client inboxes at $45/hr with dropped leads at scale

1

Each new client adds another inbox to monitor manually

2

Account managers juggle multiple brand voices and miss follow-ups

3

Leads for Client A accidentally get follow-up meant for Client B

4

No unified view across client conversations and pipeline health

5

Hiring more account managers eats margins without improving response time

6

Client reporting requires manual exports from disconnected tools

Scope

What we deliver in a fixed-scope build

  • Per-client isolated connections — inbox, calendar, CRM, and voice numbers
  • Brand-specific scripts, tone, and qualification criteria per account
  • Automated reply, follow-up, and booking workflows per client rules
  • Cross-client admin dashboard with role-based access controls
  • Client-facing reporting — response time, follow-up rate, meetings booked
  • White-label portal options for agency-branded delivery

Typical build band

Business Platform

From $60,000 · Typical $60K+ multi-tenant build

12–20 weeks · Custom CRM/portal, dashboards, 3–5 integrations

View engagement pricing

Delivery approach

Typical agency platform engagement

01

Discovery Sprint

Client onboarding model, isolation requirements, and per-account integration map.

02

Tenant isolation MVP

Separate data, connections, and rules per client with admin oversight.

03

Automation + reporting

Per-client workflows, follow-up cadences, and client-ready dashboards.

04

Launch + retainer

New client onboarding playbooks and ongoing iteration from $2.8K/mo.

Scale client delivery without scaling headcount

Book a preliminary conversation — we map client count, isolation needs, and platform scope for a fixed build quote.

Frequently asked questions

For detailed requirements or security review, contact the Dynaris team.

Book a preliminary conversation

Each client has isolated settings, connections, and data at the architecture level — scoped and tested in Discovery Sprint.