A workspace per client, all in one app
Each client lives in its own Briefi workspace — own calendar, own inbox, own pipeline, own CRM connection (HubSpot for one, GHL for another, Monday for a third). Switch between them in one tap on the sidebar.
All use cases
Marketing / agency · Multi-client
Run five clients like one.
Each client gets its own workspace with separate inbox, pipeline, and CRM connection — but Briefi's Command bar searches all five at once. "Show me every Marcus this week" surfaces the full picture in one tap.
Sara P.Founder, RewardCo
What Briefi does for marketing / agency
Built around the way your day actually runs.
Cross-workspace Command search
"Show me every meeting with Marcus this week" searches across every workspace you belong to and returns the unified picture. No log-in, log-out, refresh, regret. The Command bar is your single source of truth.
Per-client CRM push, no field-mapping headaches
Connect each workspace's CRM once. Briefi handles the field mapping per provider (HubSpot custom properties, GHL contact tags, Monday board columns). Outcomes flow into the right CRM automatically — you never copy-paste a deal stage again.
Discovery guide preview
Discovery for new client engagement
Five sections. Each section asks one question Briefi will adapt to your specific counterparty. The brief, follow-up, and CRM push all read from these notes.
- 01Context
"What's changed in the business that has you looking at marketing automation now?"
- 02Current setup
"Walk me through your current stack — CRM, email tool, lead capture, anything else?"
- 03Qualification
"What does success look like — leads, conversion rate, retention, all three?"
- 04Pain
"Where in the funnel do you bleed the most leads today, and why?"
- 05Close
"If we agreed scope today, what's the realistic kickoff date?"
Sara P.Founder, RewardCo
In the field
"I run three agencies' GHL builds plus my own automation practice. Briefi is the first tool that didn't ask me to log in and out four times a day. The cross-workspace search alone is worth the subscription."
Ready when you are
Your next meeting deserves a brief.
Connect Google Calendar, see your first brief in 90 seconds. No card on file. Cancel from Billing whenever.