Workspace
Client access, requests, files, approvals and delivery history.
14-day free trial 路 no credit card
Management for your agency.Experience for your clients.
A branded workspace for agencies to run billing, operation, CRM, content and client access in one place.
Built for agencies, operators and client-facing teams.
Finance
Invoices, plans, payment links
Operation
Projects, tasks, approvals
CRM
Deals, meetings, follow-ups
Client access
Requests, files, timeline
One place torun the clientexperience.One place to run
the client experience.
Gestmi focuses on the work agencies actually sell: client experience, operation, commercial follow-up and billing control.
Client accounts
Separate companies, contacts and client-side logins.
Financial control
Plans, invoices, payment links and billing status.
CRM
Opportunities, meetings, follow-ups and account health.
Content schedule
Calendar, approvals and content planning by account.
Communication
Email, SMS and WhatsApp usage with clear allowances.
Analytics
Operational, financial and account-level indicators.
Custom domain
A branded access point for the agency's clients.
A cleaner offer for your agency.
Your client sees organization, accountability and a premium service layer. Your team keeps work, billing and communication closer together.
Your stack, one client experience.
Bring together account data, branded access, communication, projects and billing without making the client jump between disconnected tools.
Financial control
Payment links 路 Invoices 路 Plans
Operation
Projects 路 Tasks 路 Requests
Client experience
Client login 路 Team login 路 Timeline
Commercial
CRM 路 Meet links 路 Cadences
Social media
Content calendar 路 Post approvals 路 Scheduling
Communication
WhatsApp 路 SMS 路 Email
For the agency
See the operation
Control billing
Manage teams
For the client
Know what is happening
Pay in one place
Request with context
For sales
A better offer
More trust
A premium service layer
Pricing
Start freeChoose later.Start free. Choose later.
14 days free. No credit card required.
| Plan | Free Tasks, projects and requests for one person starting without file uploads. $0/mo Free 路 no card | Manage Workspace access for agencies starting with a controlled client experience. $49/mo Monthly after trial Start trial | Agency Operation, billing, custom domain and branded email for growing agencies. $99/mo Monthly after trial Start trial | Scale CRM, cadences, app access, meetings, analytics and full multichannel communication. $199/mo Monthly after trial Start trial |
|---|---|---|---|---|
| Workspace collaborators | 1 included | 3 included 路 +$10/seat | 8 included 路 +$10/seat | 20 included 路 +$10/seat |
| Active companies | 5 | 10 | 40 | 120 included 路 +$4/company |
| Requests per month | 30 | 120 | 600 | 2500 |
| Client accounts | - | 25 included 路 +$3/account | 100 included 路 +$2.50/account | 300 included 路 +$2/account |
| File storage | - | 20 GB 路 +$4/10 GB | 100 GB 路 +$4/10 GB | 400 GB 路 +$4/10 GB |
| Workspace | Tasks and requests | Basic access | Full operation | Advanced operation |
| Plan management | - | - | Included | Included |
| Contract signatures | - | - | Included | Advanced templates |
| Financial ERP | - | - | Revenue, expenses and cash flow | Advanced revenue, expenses and cash flow |
| Financial KPIs | - | - | Business health indicators | Advanced KPI dashboards |
| DRE and reports | - | - | - | DRE, exports and finance reports |
| CRM | - | - | - | CRM with cadence flows |
| Content scheduling | - | - | 3 accounts 路 +$50/account | 10 accounts 路 +$50/account |
| Mobile app | - | - | - | Included |
| Meetings | - | - | - | Meeting links and follow-ups |
| Custom domain | - | - | Included | Included |
| Analytics | - | - | - | Advanced |
| Branded communications | - | Gestmi identity | Agency email and push | Agency email, SMS, WhatsApp and push |
| Communication allowance | - | Email only starter pool | Email + push notification | Email + SMS + WhatsApp + push notification |
FAQ
Questions before the trial.
Do clients need a Gestmi account?+
Each client gets access to the agency workspace created for them. They only see their own company, requests, files, billing and history.
Can an agency use its own domain?+
Yes. Agency and Enterprise can connect a custom domain so the client experience runs under the agency's brand.
How does the free trial work?+
The trial lasts 14 days and does not require a credit card. The agency can configure the workspace and test the main flow before choosing a plan.
How are communication credits billed?+
Every plan includes a controlled allowance. Email, SMS and WhatsApp usage above the allowance is charged by usage so heavy accounts do not affect every customer.
Can Scale be customized?+
Yes. Scale starts from the minimum limits shown in the table and can be increased by team seats, client accounts, storage and content scheduling accounts.