From signup to your first branded client report — inside one working day.
Beamly is designed so a working agency can self-onboard in an afternoon. No setup project. No implementation invoice.
- 01
Sign up and pick your plan
Studio, Agency, or Scale. 30-day free trial on every plan, no card required to start. You can switch plans any time from settings.
- 02
Brand your portal
Drop in your logo, set your colours, point your subdomain (yourname.beamly.com.au) or your own domain on Scale. Your team sees your name from minute one.
- 03
Add your first client
Create a workspace, invite their team, attach their brand kit, connect their ad accounts and analytics. Five minutes per client, end-to-end.
- 04
Run real work
Plan campaigns, schedule content, capture approvals, track spend and pacing. The dashboard updates live. Your account managers get their evenings back.
- 05
Ship a branded report
End of month: Beamly generates a branded PDF and a live dashboard link, sends it to the client under your domain, and queues the invoice. Repeat.
What the day-to-day looks like.
The three views inside an agency that has Beamly running.
- › Single inbox of approvals across every client
- › Pacing alerts before things slip
- › One-click report send-off at month end
- › Portfolio-wide dashboard across every client
- › Margin and retainer health at a glance
- › Audit log of every decision and approval
- › A clean portal under your brand, on your domain
- › Live dashboard plus monthly PDF in their inbox
- › Invoices paid on Stripe, receipts under your name