Fast client creation
Create clients, store website and contact defaults, and prepare the details campaign launches need.
Client Command Center
Onboard clients once. Stop babysitting setup forever.
UpHex gives agencies one place to create clients, connect Facebook and Google, set defaults, track leads, manage budgets, and launch campaigns.
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.
The calm center of a busy agency.
See client status, connected platforms, campaign counts, defaults, budgets, and launch actions from one calmer dashboard.
Health-aware operations
See whether platforms are connected, billing is healthy, and ads are approved before problems become client escalations.
One path to every workflow
Jump from the client dashboard to campaigns, leads, rebilling, integrations, metrics, and launch flows.
Client setup becomes campaign infrastructure
A better onboarding flow means every future launch starts with fewer missing details.
1
Create the client profile
Capture name, website, address, privacy policy, language, and notification settings.
2
Connect the ad ecosystem
Link Facebook, Google, and HighLevel context where applicable.
3
Launch with fewer blanks
Use saved defaults and account status to move campaigns through the builder faster.
Client experience sells retention
Messy onboarding slows down the first campaign.
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 TrialQuestions agency owners ask
Can UpHex show account connection problems?
Yes. Client health states surface disconnected platforms, billing issues, and disapproved ads.
Can I store defaults for future launches?
Yes. Client settings include website, privacy policy, address/contact details, and campaign wizard defaults.