Platform

One workspace for the whole agency.

Demos, prospects, clients, delivery and revenue, connected, so nothing lives in a spreadsheet or a stranger's inbox.

Inside the workspace

Everything connected.

Coming next

Prospects and CRM

Pipeline, contacts, tasks, notes and follow-ups, with every activity recorded.

Available now

Demo builder

Personalized demos with a published link and engagement tracking.

Coming next

Clients and portal

Each client sees only their own onboarding, services, files and progress.

Coming next

Fulfillment

Orders move through real states from quote to live, with a task list for every build.

Coming next

Revenue and usage

Your cost, your retail price and your margin, kept separate and visible.

Coming next

Team and permissions

Invite staff with roles. Permissions are enforced on the server, not just hidden in the UI.

Client side

A portal your clients can actually use.

Coming next

Structured onboarding

Intake for business details, hours, services, booking preferences and approvals, with progress tracking.

Coming next

Project progress

Clients follow milestones from quote through QA to launch.

Coming next

Secure by default

Clients see only their own organization. Credentials go through secure integration flows, never plain-text forms.

Isolation

Your data stays yours.

Every agency's records are isolated at the database level. Staff roles are enforced on the server. SFB Connect's own internal sales data is never visible to agencies.

Your agency, your brand, your clients.

Start your agency, build your first demo, and put it in front of a real business.