Fast client creation
Create clients, store website and contact defaults, and prepare the details campaign launches need.
Client Command Center
UpHex gives agencies one place to create clients, connect Facebook and Google, set defaults, track leads, manage budgets, and launch campaigns.
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Client table
Search, status filters, platforms, health, and counts.
Account health
Disconnected, billing, and disapproved-ad signals.
Defaults
Website, privacy policy, address, phone, and wizard defaults.
See client status, connected platforms, campaign counts, defaults, budgets, and launch actions from one calmer dashboard.
Create clients, store website and contact defaults, and prepare the details campaign launches need.
See whether platforms are connected, billing is healthy, and ads are approved before problems become client escalations.
Jump from the client dashboard to campaigns, leads, rebilling, integrations, metrics, and launch flows.
The workflow
A better onboarding flow means every future launch starts with fewer missing details.
Capture name, website, address, privacy policy, language, and notification settings.
Link Facebook, Instagram, Google, and HighLevel context where applicable.
Use saved defaults and account status to move campaigns through the builder faster.
Client experience sells retention
UpHex keeps client setup, account connections, defaults, and launch details in one place so you can move faster from yes to live.
Start My Free TrialYes. Client health states surface disconnected platforms, billing issues, and disapproved ads.
Yes. Client settings include website, privacy policy, address/contact details, and campaign wizard defaults.
Start with their website or niche, then work from proven campaigns your agency can reuse.
Free trial · cancel anytime · plans from $97/mo