Market monitoring for agencies and consultancies
Anyone serving several clients needs separation before they need features. Picasi gives you unlimited workspaces with completely separated data, unlimited users on every plan, and two ways to deliver results to clients.
Why in-house tools fail you
Most monitoring tools are built for one company watching its own market. One account, one source list, one dashboard. For an agency that is the wrong base unit: you are not watching one market but eight – and under no circumstances may the results get mixed.
In practice that leads to workarounds. Separate accounts with separate invoices. Or one account using tags as client separation, which holds until somebody sets the wrong filter and a client turns up in a competitor's source list. That is not a hypothetical risk but a breach of trust you cannot repair.
Then there is billing. If every client login costs money, deciding whom to involve becomes a calculation rather than a question of how you want to work together.
How to set Picasi up for client work
Every client gets its own workspace: as many workspaces as you need, with data kept completely separate. The separation is structural, not a matter of filtering discipline. Clients can be involved without opening everything up: the role model grants read, write and admin rights separately and explicitly covers external partners. And access costs nothing extra, since unlimited users are included on every plan and billing follows updates – whether two or twelve people read along on an account does not change the price.
Delivery runs without an intermediate step: Scheduled Reports go automatically to any number of email addresses, and the Public Report Feed allows publishing and feeding into other tools. Even the monthly report writes itself: the Monthly Market Report sets your client's communication against their market's, and the recurring grind in reporting disappears.
That makes competitive monitoring something you can offer as a distinct, recurring service rather than something that runs alongside strategy projects. What Picasi explicitly does not bring: white-label interfaces or separate reseller terms. The published plans apply to everyone.
Is this a fit for you?
Yes, if …
- you serve several clients in parallel and must keep data cleanly apart
- you want to establish market monitoring as a billable service
- your clients expect regular reports
- you want to involve client contacts without paying per head
Probably not, if …
- you need an interface in your own branding – that does not exist
- you require reseller terms or volume discounts as a business model
- your accounts need broad keyword screening rather than defined sources
- you are looking for campaign reporting; Picasi watches communication, not your ads
Frequently asked questions
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