Use case

How marketing agencies use uForge

Build, measure and report for every client from one platform, with each client's data kept in its own workspace.

Short answer: Marketing agencies use uForge to run each client as a separate workspace with its own sites, users, connected ad and social accounts, and data, all managed from one platform. They build client sites, track them with first-party attribution, capture leads into each client's CRM, and report leads and revenue rather than clicks, reusing templates and dashboards across clients.

Updated 25 September 2026 · 4 min read

What problem do marketing agencies bring to uForge?

Agencies typically juggle a different website platform, analytics setup, CRM and reporting tool for almost every client. Onboarding takes weeks, every report is assembled by hand, and proving that campaigns produced revenue depends on access to systems the agency does not control.

How are clients organised in uForge?

Each client is a separate workspace with isolated data, not a folder inside one shared account. Within a workspace, each site has the capabilities that client pays for switched on.

NeedHow agencies use uForge
Keep clients apartOne workspace per client, with its own data, users and reporting
Connect client accountsEach client's ad and social accounts connected to their own workspace
Onboard quicklyReuse templates, pipelines and dashboards that already work
Give clients visibilityClient users with roles that control what they see and change
Control costCapabilities switched on per site, for the clients that need them

How do agencies report results?

Because the site, the tracker and the client's CRM share one data model, a report can show qualified leads, won deals or orders, and revenue by channel, not just traffic. Attribution runs under six models, so an agency can show a client how the picture changes between first touch and last click. Campaign performance from Google Ads, Meta, Microsoft Advertising and TikTok sits alongside. Our guide on how agencies prove ROI with first-party data covers the report structure in detail.

How do agencies handle consent for clients?

The client is normally the controller of their customers' data, and the agency sets things up on their behalf. uForge records consent on every event, keeps versioned consent receipts and splits reporting by consent tier, so agencies can show clients what was measured and what was not, without overstating either.

What else do agencies run for clients?

  • Social calendars, scheduling and publishing per client
  • Technical SEO audits, rank-drop and lost-backlink alerts, and AI-search visibility
  • Forms, pipelines and automation for clients who want their leads handled too

Where uForge fits

uForge suits agencies that want one platform and one way of working across clients, with UK customer data hosted in AWS London. Many start by bringing one client over and adding others once the setup is proven. See uForge for agencies.

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Questions we get asked

Is each client's data kept separate?
Yes. Each client is its own tenant, which is the data boundary in uForge, so their records, users, connected accounts and reporting are isolated from other clients. It is not a folder inside one shared account. That separation also makes it straightforward to hand a workspace over if a client relationship changes.
Can our clients log in?
Yes. You can give client users access to their own workspace, with roles that control what they can see and change. Many agencies give clients read access to dashboards and reports while their own team keeps editing rights to the site, campaigns and automation.
How is uForge priced for agencies?
Capabilities are priced per site, so costs follow the clients and sites you run, and you switch on only what each client needs. We are finalising our UK price list, so we quote directly. Talk to us about agency terms.
Can we reuse our setup across clients?
Yes. Agencies can repeat what works, using the same templates, pipelines and dashboards across client workspaces. That keeps onboarding quick and makes reports comparable, while each client's content, data and branding stay their own inside their separate workspace, and any part of the setup can be adjusted where a client needs something different.