Solutions / Agencies
CodeRef Start for Agencies
A page per client, shared with the whole team
Keep every client's dashboards, files and contacts on its own page, and hand clients a branded page of their own.
How agencies use it
Client pages
One page per client with their tools, reports and contacts.
Share with clients
A public link, optionally password protected, with everything they need.
Templates
Start every new client from your house template.
Team roles
Account managers edit; everyone else views.
Widgets that fit
Bookmarks
A list or icon grid of links with favicons. Drag to reorder, drop links in from your Inbox.
Notes
Markdown notes that sync everywhere you open your page.
To-do
A checklist with due dates. Done items move to the bottom.
Embed
Any page that allows embedding, in a resizable frame.
Speed dial PRO
Big tiles for the sites you open most.
Team directory Team
Names, roles and contact links for your team.
Try CodeRef Start for agencies
Free for up to 3 pages. Teams from $29 a month.