Manage Multiple Clients from One Platform
Track each vendor client's animals, sales history, and upcoming events from a single dashboard. No more juggling separate spreadsheets for every client.
The Multi-Client Challenge
As a stock agent, you work with multiple vendor clients — each with their own animals, sale schedules, buyer networks, and preferences. Managing this across separate files, email threads, and notebooks is time-consuming and error-prone.
When you're preparing for three sales in the same month for different clients, the last thing you need is confusion over which buyer list belongs to which vendor, or which catalogue has the right lot details. Mistakes cost credibility.
Frisbee gives you a single workspace where every client's data is organised and accessible. Switch between vendors, view their animals, and manage their sales without losing context or mixing up information.
How Frisbee Helps You Manage Clients
Client Workspaces
Each vendor client has their own workspace within your account. View their animals, sales history, buyer contacts, and marketing activity in one organised view.
Centralised Dashboard
See upcoming sales, pending tasks, and recent activity across all your clients from a single dashboard. Prioritise your time without switching between systems.
Shared Animal Records
Access your vendor's animal records including pedigrees, photos, and performance data. Use this information to build catalogues and brief potential buyers.
Activity Tracking
Log meetings, calls, and notes against each vendor client. Keep a clear record of what was discussed and what actions are pending.
Team Collaboration
If you work with associates or admin staff, share access to client workspaces so your team can collaborate without duplicating work.
Secure Data Separation
Each client's data is kept separate and secure. Vendor-specific information is never mixed or visible to other clients.
Multi-Client Management FAQs
Can I manage multiple vendor clients in one account?
Yes. Frisbee allows stock agents to manage multiple vendor clients from a single account. Each client has their own workspace with separate animal records, buyer lists, and sales data.
Can my clients see each other's data?
No. Client data is kept strictly separate. Each vendor's animals, buyers, and sales information are isolated within their own workspace.
Can I share access with my team?
Yes. You can invite team members and associates to collaborate on client workspaces. Set permissions to control who can view or edit specific client data.
How do I switch between clients?
The dashboard provides a quick-switch menu to move between client workspaces. You can also view a summary of all clients' upcoming events and tasks from the main dashboard.
Is there a limit to the number of clients I can manage?
Contact us for agent-specific pricing based on the number of vendor clients and animals you manage. We offer flexible plans that scale with your business.
Streamline Your Client Management
See how Frisbee helps stock agents manage multiple vendor clients efficiently from one platform.