MunchReach Workspaces

Separate Every Client. Keep Your Team Organized.

Give each client or business its own workspace for campaigns, leads, mailboxes, conversations, and settings — without mixing everything together.

  • One workspace per client
  • Access granted per workspace
  • Switch without mixing data
MunchReach — Workspaces
Search workspaces3 workspacesCreate workspace
AC
ABC ConsultingOwnerCurrent

munchreach.com/abc-consulting

Team

4 members

Campaigns

6 campaigns

Mailboxes

8 mailboxes

Manage
XM
XYZ MarketingAdmin

munchreach.com/xyz-marketing

Team

3 members

Campaigns

4 campaigns

Mailboxes

5 mailboxes

Manage
AA
Acme AgencyMember

munchreach.com/acme-agency

Team

6 members

Campaigns

9 campaigns

Mailboxes

12 mailboxes

Manage

One Account Gets Messy When Everything Lives Together.

Running every client from a single environment turns into guesswork fast.

Client data gets mixed

Leads, campaigns and replies from different clients end up in the same lists.

Teams don't know what they can access

Without separate environments, it's unclear who should be working where.

Campaigns and mailboxes become hard to manage

One long list of campaigns and sending accounts across every client slows everything down.

Workspace overview

Every Client Gets Their Own Workspace

A workspace is a separate operating environment: its own campaigns, leads, mailboxes, conversations, CRM and settings.

ABC Consulting — Workspace
AC

ABC Consulting

Owner · You

Campaigns
Leads
Email accounts
UniBox
CRM
Analytics
Templates
Settings

Workspace: ABC Consulting

ActiveMKJDSR+1

Campaigns

6 active

Leads

4,820

Email accounts

8 connected

UniBox

12 unread

CRM

37 deals

Analytics

This week

Templates

14 saved

Settings

Team & sending

Everything on this screen belongs to ABC Consulting only. Nothing here is visible from another workspace.

Manage Multiple Clients Without Mixing Their Data

Each client runs in their own workspace with their own campaigns, leads, mailboxes, inbox and CRM.

CA

Client A

Workspace: ABC Consulting

Campaigns6 active
Leads4,820
Mailboxes8 connected
Inbox12 unread
CRM37 deals

Separate data. Separate sending. Separate replies.

CB

Client B

Workspace: XYZ Marketing

Campaigns4 active
Leads2,140
Mailboxes5 connected
Inbox3 unread
CRM18 deals

Separate data. Separate sending. Separate replies.

CC

Client C

Workspace: Acme Agency

Campaigns9 active
Leads9,305
Mailboxes12 connected
Inbox27 unread
CRM64 deals

Separate data. Separate sending. Separate replies.

Give People Access to the Right Workspace

Invite teammates into a workspace and set their role. MunchReach uses three roles: Owner, Admin and Member.

ABC Consulting — Team
Members4 peopleRole: AllInvite member
MK

Maya Kerr

maya@abcconsulting.com

OwnerChange role
JD

Jonas Duval

jonas@abcconsulting.com

AdminChange role
SR

Sara Reyes

sara@abcconsulting.com

MemberChange role
TL

tom@partneragency.com

Invitation pending

MemberChange role
Roles available in MunchReach: Owner, Admin, Member. Access is granted per workspace — a teammate only sees the workspaces they belong to.

Invite team members

Send an invite by email and set their role in that workspace.

Control workspace access

Owner, Admin or Member — the only roles MunchReach uses.

Keep client work separated

People only see the workspaces they've been added to.

You decide who works inside each workspace — a person only sees the workspaces they've been added to.

How a Workspace Comes Together

From an empty workspace to outreach you can report on.

01Create workspace
→
02Add team members
→
03Connect sending accounts
→
04Import leads
→
05Create campaigns
→
06Manage replies
→
07Review performance

Built for Agencies Managing Multiple Clients

Two clients, two workspaces — campaigns, leads, mailboxes and conversations never become one mixed system.

Client

ABC Consulting

AC

Workspace

ABC Consulting

  • 6 campaigns running on ABC domains
  • 4,820 leads imported for ABC
  • 8 ABC mailboxes with their own warmup
  • Replies land in the ABC UniBox

Client

XYZ Marketing

XM

Workspace

XYZ Marketing

  • 4 campaigns running on XYZ domains
  • 2,140 leads imported for XYZ
  • 5 XYZ mailboxes with their own warmup
  • Replies land in the XYZ UniBox

What Lives Inside a Workspace

Eight areas, all scoped to the workspace you're in.

Campaigns

Sequences, schedules and sending settings for that client only.

Leads

Imported contacts and lists that belong to this workspace.

Email accounts

Connected sending accounts and their warmup, per workspace.

UniBox

Replies from this workspace's campaigns, in one inbox.

CRM

Deals and pipeline stages scoped to this workspace.

Analytics

Sending and reply performance for this workspace's campaigns.

Templates

Saved sequences the workspace team can reuse.

Team settings

Members, invitations and roles — Owner, Admin, Member.

Move Between Clients Without Losing Context

Pick a workspace from the switcher and the entire environment changes with it.

Workspace switcher
AC

ABC Consulting

Current workspace

Switch workspace

ACABC ConsultingOwner
XMXYZ MarketingAdmin
AAAcme AgencyMember
Create workspace

Switching changes the campaigns, leads, mailboxes, inbox and CRM you are looking at. Nothing is merged across workspaces.

Before vs After

Same account. Very different day.

Before

  • One account for every client
  • Mixed leads across clients
  • Mixed campaigns in one list
  • Mixed mailboxes and warmup
  • Confusing access for the team

After

  • Workspace A — its own campaigns, leads and mailboxes
  • Workspace B — its own inbox and CRM
  • Workspace C — its own team and settings
  • Each environment separated and organized
  • People only see the workspaces they belong to

Who It's For

Three teams that outgrow a single environment.

Agencies

One workspace per client account, run from a single login.

Manage multiple clients from one MunchReach account.

Sales Teams

A workspace per team, region or product line.

Separate teams, projects, or business units.

Growing Companies

New outreach motions get their own workspace instead of one shared list.

Keep different outreach operations organized as the team expands.

How It Works

Four steps to a running workspace.

  1. 1

    Create a workspace

    Name it after the client, team or business unit.

  2. 2

    Add your team

    Invite people and set Owner, Admin or Member.

  3. 3

    Connect your outreach infrastructure

    Add sending accounts and import that client's leads.

  4. 4

    Run and manage outreach

    Launch campaigns, handle replies, review results.

Details That Matter

  • Each workspace has its own name and settings
  • Campaigns, leads, email accounts, UniBox, CRM, templates and analytics are scoped to one workspace
  • Team access is granted per workspace, with Owner, Admin and Member roles
  • One login can belong to several workspaces, with a different role in each
  • The workspace switcher changes the entire environment, not just a filter
  • Sending accounts stay with the workspace they were connected in
  • Replies from a workspace's campaigns arrive in that workspace's UniBox
  • Removing someone from a workspace ends their access to that workspace only
FAQ

Frequently Asked Questions

Everything you need to know about MunchReach.

Give Every Client Their Own Workspace.

Keep campaigns, leads, mailboxes, conversations, and teams organized in one place.