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Agencies & consultants

One system per client, one screen for the agency

Build funnels, workflows and reports once; reuse them for every client.

You run

When the ads go live, the client already has a page, form, inbox and lead report.

Start free trialSee an industry demo

The NEXT team works with your agency on the first few clients.

An agency team meeting in front of a reporting screen
BMBếp Nhà Mộc: account is readyBuilt from the agency’s Restaurant template
Illustrative photo and card

Industry pain points

Things every agency has said.

Four time sinks clients never pay for.

  • 01

    “A different set of tools for every client, and ten logins just to finish one report.”

    How NEXT OS handles it

    Every client runs on the same platform: pages, inbox, workflows, reports. Switch between clients on one screen.

    Reporting
  • 02

    “Every new client means rebuilding from scratch.”

    How NEXT OS handles it

    Funnels and workflows are built once as templates. A new client installs one, then edits the text and images.

    Funnels & Websites
  • 03

    “The ads bring in leads, but the client says they are low quality.”

    How NEXT OS handles it

    Leads go into the client’s own pipeline with their source and follow-up history, visible to both sides.

    CRM & Pipeline
  • 04

    “Clients message every week asking for numbers.”

    How NEXT OS handles it

    Weekly reports go out automatically through a workflow: leads, appointments and answered messages.

    Automation

Sample journey

Follow Hoàng Long from signing a client to renewal.

The four steps of serving one client, and what NEXT OS does for the agency.

HL
Follow Hoàng LongRuns a 6-person agency and just signed a new client, the restaurant Bếp Nhà Mộc (fictional).
Illustrative scenario

  1. Hoàng Long installs the Restaurant template in Bếp Nhà Mộc’s account, swaps in the logo and menu, and points the ads at the booking page.

    Uses: Funnels & Websites · Vibe code

  2. Messages from the restaurant’s Facebook Page land in the inbox. The AI Employee answers questions about opening hours and the menu, and holds tables.

    Uses: Omnichannel inbox · AI Employee

  3. Guests are confirmed and reminded before they arrive. Every Monday, the owner receives a booking report.

    Uses: Automation · Reporting

  4. The owner sees every number in the same account, renews the contract and introduces the agency to a friend’s restaurant.

    Uses: Reporting · Reviews & Referrals

Features for your industry

Tools the agency uses for every client.

Demos run on sample data.

Drag pages, forms and booking into a funnel. Save it as a template and install it for the next client.

See Funnels & Websites
Simulated walkthrough · Sample data

Draft, approve and schedule posts for many clients’ Facebook Pages on one calendar.

See Social media
Simulated walkthrough · Sample data

Form submitted, tag, assign, message, report: one workflow, cloned to each new client.

See Automation
Simulated walkthrough · Sample data

Track each client from quote, to being built, to awaiting approval, to live.

See CRM & Pipeline
Simulated walkthrough · Sample data

Templates

Start from a ready-made template

Templates agencies often use as the starting point for new clients.

See all industry templates
[Industry customer story · awaiting customer sign-off (duyetKhach) · preview only]

Works with

Channels the agency runs for clients.

  • FacebookLeads from Facebook ads
  • MessengerEach client’s Facebook Page messages
  • ZaloThe client’s Zalo OA
  • GoogleGoogle reviews and business profiles
  • TikTokTikTok posts for clients
  • ZapierConnect other tools clients already use
Often used withFunnels & WebsitesSocial mediaAutomationReportingAll integrations

FAQ for agencies

Does each agency client get its own account?

Yes. Each client has its own account with separate data, inbox and funnels, and the agency manages them from one place. Agency plans and pricing are discussed directly with the NEXT team.

Can I build a template once and install it for other clients?

Yes. Package funnels, forms, workflows and pipelines as a template, install it in a new client’s account, then edit the text and images.

Can client reports be sent automatically?

Yes. Set up a workflow that emails a weekly or monthly report with leads, appointments and answered messages.

Is there a partner program for agencies?

Yes, for agencies that implement NEXT OS for clients or refer new customers. Leave your details on the Contact page (choose "Partnership") and the partner team will get in touch.

Add a new client,not another rebuild.

14-day free trial; the NEXT team works with your agency on your first client.

Start free trialSee an industry demo