RevOps tools for agencies: every client's leads, clean and kept apart
Operelio, the AI RevOps agent for HubSpot, Salesforce and Pipedrive, gives agencies a separate workspace for each client, so every client's leads are cleaned, checked against their own CRM and routed, with one admin account. Bridgeant builds each client's trails from one sentence and checks them every morning.
- NANorthbeam AnalyticsClient workspace
Northbeam's HubSpot894 leads this week - VCVantage CapitalClient workspace
Vantage's Salesforce362 leads this week - MCMeridian ConsultingClient workspace
Meridian's Pipedrive283 leads this week - CICorewave ITClient workspaceCorewave's HubSpot1,145 leads this week
- +22 more clients6 of 25 in use
You manage every client from one accountEach client's leads go only to that client's CRM
How it fits together
What's yours, and what each client keeps.
Your team, library, plan and bell work across every client. Everything else belongs to one client and stays in their workspace, out of sight of the others.
HGYours, across every client
- Your team10 seats. You pick who works on each client.
- Agency libraryMappings, CRM templates and workflows every client can use.
- One planOne bill, and one pool of jobs, credits and messages.
- One bellMorning notes from every client, in one place.
NANorthbeam Analytics
- HubSpot connection
- Files and jobs
- 2 trails
- Do Not Contact list
- 3 people
VCVantage Capital
- Salesforce connection
- Files and jobs
- 2 trails
- Do Not Contact list
- 2 people
MCMeridian Consulting
- Pipedrive connection
- Files and jobs
- 2 trails
- Do Not Contact list
- 3 people
In the app
Move between clients from one switcher
Open it from the bottom of the rail. Pick a client and you're in their workspace, with their files, trails and CRM. Your own workspace is first in the list.
Your team
Decide who works on which client.
Agency admins can open every client. Everyone else sees only the clients you add them to.
| Person | NANorthbeam | VCVantage | MCMeridian | CICorewave | TATalentforge | HCHarbor & Cole |
|---|---|---|---|---|---|---|
| MRMaya ReedAgency admin | Every client, always | |||||
| JDJordan DiazMember | Yes | No | Yes | No | No | No |
| SPSarah PentlandMember | Yes | Yes | No | Yes | No | No |
| RSRavi ShahMember | No | No | Yes | Yes | No | No |
| LGLeah GrantMember | No | No | No | Yes | Yes | Yes |
In the app
Change who works on a client in People
On Home, open Clients and choose People in the client's menu. Add someone, make them an admin of that client, or take them off it. The change applies at once.
Bring a client on
Set up a new client in five steps.
From adding the client to the first push into their CRM. The client workspaces guide shows each screen.
Add the client
On Home, open the Clients tab, choose Add client and give it a name. It gets its own workspace.
Home, Clients, Add client. Connect their CRM
Choose Open workspace in the client's row menu, go to Integrations and connect HubSpot, Salesforce or Pipedrive. Whoever signs in to the client's CRM approves the connection on that CRM's own screen. On Salesforce, their admin installs the free Operelio package first.
Integrations, inside Northbeam Analytics' workspace. Share your setup
On Templates and mappings, choose Share to Agency library from the row's menu on the mapping, template or workflow you use. It shows read-only in every client workspace.
Shared mappings show the Agency library tag in every client. Set its limits
In the client's Settings, keep Shared pool, or choose Own limits to cap its verify credits, job credits and Bridgeant messages each cycle.
Settings in the client's row menu, on Home, Clients. Run the first file
In the client's workspace, upload their file to the CRM Formatter, choose Load mapping, and push the rows into their CRM.
The CRM Formatter, inside Northbeam Analytics' workspace.
Each client's leads
Every client gets their own trail, into their own CRM.
A trail is the steps each new lead goes through, from cleanup to the push into the CRM. Each client's trails live in that client's workspace and push to that client's CRM.
Northbeam's webinar sign-ups, cleaned and checked against Northbeam's HubSpot every weekday at 9:00.
Vantage's partner referrals, with every email verified before they go to Vantage's Salesforce.
Meridian's event badge scans, with each company's website checked before they go to Meridian's Pipedrive.
Bridgeant builds a client's trail from one sentence
Tell Bridgeant what the client needs. It builds the trail in that client's workspace, with their CRM's own fields and their own reps, and it starts switched off until you've checked it. Lead routing covers the rules.
Set up a mapping once, and every client can use it
Share a mapping, CRM template or workflow to the Agency library from any client. It shows in every client's workspace, read-only, so no one changes your original by mistake. Trails aren't shared, because each one is built against its own client's CRM.
Agency library
- Webinar list to HubSpotMapping, 12 fields
- Event badges to SalesforceMapping, 9 fields
- Weekly list cleanupWorkflow
- NANorthbeam AnalyticsRead-only
- VCVantage CapitalRead-only
- MCMeridian ConsultingRead-only
Every morning
Bridgeant checks every client each morning.
It looks for trails that stopped, CRM connections about to expire, leads waiting for review and rising bounce rates, and leaves you a note with the fix, by bell or email. The check uses none of your Bridgeant messages.
- NANorthbeam Analytics3 thingsA trail stopped, HubSpot expires soon, 6 leads waiting
- CICorewave IT1 thingHubSpot's connection expires soon
- VCVantage Capital2 thingsA trail stopped, and a run of it stopped
API, webhooks and MCP
Connect each client to your own systems.
Every client workspace has its own API keys and webhooks, and your AI assistant can work in any client you name.
- API
- A client's keys work only in that client's workspace. Calls come from your Agency plan's 5,000 a month.
- Webhooks
- Up to 10 endpoints in each client workspace, told when a lead is held or pushed, a run finishes or a trail stops.
- MCP
- Your assistant lists the client workspaces you can open and works in the one you name. Take someone off a client and their access ends at once.
Claude
ChatGPT
In Claude
Which Northbeam leads are waiting for review?
list_workspacesFinds Northbeam
list_leadsLooks up its leads, read only
6 leads from Webinar sign-ups to HubSpot are waiting for your review in Northbeam Analytics. The oldest has waited 3 days.
POST to your endpointlead.held
{
"id": "0c9e4f7a-31d2-4b8e-9a65-e2f17b3c8d40",
"type": "lead.held",
"createdAt": "2026-10-29T09:02:41Z",
"workspaceId": "7a2d5c18-6e4f-4f0b-b3a9-1c8e2d6f9b57",
"data": {
"leadId": "f3b81e6c-0a4d-4c27-8e59-9d2a7c1b5e03",
"trailId": "5e7c2a91-b8d3-4f6e-a014-3c9d8b2e7f16",
"folderId": "a8d4f2c6-1e9b-4d3a-b7c5-6f0e2a8d1c94",
"reason": "review",
"at": "2026-10-29T08:59:58Z"
}
}A client's existing contacts
Clean up the contacts already in a client's CRM.
Export their contacts, clean and verify the file in that client's workspace, and push it back. Rows match on email (rows without one aren't sent), so an existing record is updated, not duplicated. It won't merge or delete the duplicate records already in their CRM.
The Agency plan
One plan, shared by every client.
Your clients draw from one monthly pool. To cap what one client can use each cycle, put it on its own limits.
- NANorthbeam AnalyticsOwn limit: up to 4,000
- VCVantage CapitalCan use the whole pool
- MCMeridian ConsultingCan use the whole pool
- CICorewave ITCan use the whole pool
- TATalentforgeCan use the whole pool
- HCHarbor & ColeCan use the whole pool
Jobs and Bridgeant messages are pooled the same way. Northbeam's own limits cap those at 500 job credits and 150 messages a cycle.
- 25 client workspacesplus your own
- 10 seatsthen $25 a month for each extra seat
- 3,000 jobs a monthshared by every client, up to 150,000 rows each
- 12,000 verification creditsa month, shared by every client
- 1,000 Bridgeant messagesa month, shared, up to 600 for any one person, then from bought messages
- 25 live trails, 50 in allacross your clients
- 50 files in one batchup to 500,000 rows, run at once
- 5,000 API calls a monthand 10 webhook endpoints in each workspace
- Your jobs run firstahead of every other plan in the queue
Questions
What agencies ask first.
Can Operelio keep each client's data separate?
Operelio gives each client its own workspace, with its own files, CRM connection, trails and Do Not Contact list. Nothing in one client's workspace shows up in another's, and you choose who on your team can open each one.
How many clients can an agency run on Operelio?
Operelio's Agency plan runs up to 25 client workspaces, plus your own, from one admin account with 10 seats.
Does Operelio work with my clients' HubSpot, Salesforce or Pipedrive?
Operelio connects each client's workspace to that client's own HubSpot, Salesforce or Pipedrive. Whoever signs in to the client's CRM approves the connection, and on Salesforce their admin installs the free Operelio package first.
Can I reuse a trail across clients?
Operelio doesn't copy a trail from one client to another. You share the mappings, CRM templates and workflows it uses through the Agency library, and start each client's trail from a template, such as Lists you deliver to a client, or one sentence to Bridgeant.
Does Operelio have an API for agencies?
Operelio has an API, webhooks and an MCP server, and each client workspace has its own API keys and webhook endpoints. The Agency plan includes 5,000 API calls a month.
What does the Agency plan cost?
Operelio's Agency plan is $299 a month, or $2,691 a year, which is $224.25 a month. It includes 25 client workspaces, 10 seats and 3,000 jobs a month, shared by your clients.
Bring your first client into Operelio.
Start free with your own workspace. Client workspaces come with Agency.