Run your entire team
from one screen.
Delegate gives BPOs and agencies a single desktop — helpdesk, softphone, CRM, AI agents, and 55 more apps — isolated per client, controlled per agent. Stop duct-taping tools together.
No credit card required · 99.9% uptime SLA · SOC 2-ready infrastructure
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One platform replacing your entire tool stack
Yes, all of it. 60+ apps. One window. Zero tab chaos.
Helpdesk, CRM, AI agents, softphone, ad dashboards, dev tools — each one enabled per workspace, per role, per client. Your agents open one tab and everything they need is already there.
Work
11 apps- Helpdesk
- Task Board
- Projects
- Calendar
- Dashboard
People
6 apps- Contacts CRM
- Phone
- Meetings
- Voice AI
- Chat
- Communications
Intelligence
10 apps- AI Copilot
- Agent Chat
- Knowledge Base
- Board Meetings
- AI Review
Marketing
10 apps- Meta Ads
- Google Ads
- Konnektive
- Shopify
- Stripe
- TikTok Ads
Data
3 apps- Data Sources
- Schema Explorer
- SQL Workbench
Tools
13 apps- GitHub
- Vercel
- Sentry
- Terminal
- FrameForge
- Uptime Monitor
System
7 apps- Integrations
- AI Models
- Team
- Billing
- Plugins
- Settings
And those 60 apps are wired together the way BPOs actually operate.
Managing 10 clients means 10 times the risk of a data mix-up, an agent overstepping, or a tool gap slowing the floor. Delegate eliminates all three — isolation, access control, and automation are baked in, not bolted on.
Client data never bleeds across accounts
IsolatedEvery client runs in a fully isolated workspace — separate data, credentials, and team members, zero overlap. When Client A's agent opens the helpdesk, they see only Client A's tickets. Always. Full audit trail on every action, across every workspace.
Lock down exactly what each agent sees
Role-gatedToggle any of the 60 apps on or off per team member in 3 clicks — no permission trees, no IT tickets. A Tier 1 agent sees Helpdesk and Phone. A supervisor sees everything. When the role changes, access updates instantly.
AI agents that actually do the work
AI-nativeAssign tasks to AI agents and let them run — autonomously drafting, researching, and executing while your team stays focused. Board Meetings brings AI executives into the loop for strategy. Full cost control, approval gates, and skill-based routing keep every delegation on rails.
Your agents call from the browser — no desk phones
Browser callsInbound and outbound calling, SMS, and voicemail run entirely in the browser via Twilio. No hardware, no installs. Call dispositions, recordings, and CRM contact data surface automatically so agents never switch windows mid-call.
You don't have to rip anything out
Delegate plugs into the tools your team already runs — Konnektive, NMI, Twilio, Shopify, and 26 more. Keep what works. Eliminate the switching.
Revenue & Refund Processing
Agent Communication & Reach
Scheduling & Knowledge
Ship & Monitor Code
Paid Acquisition & Attribution
Data You Already Trust
Built for the teams that other platforms forgot
When you're coordinating 20 to 200 agents across multiple clients, you don't have a tooling problem. You have a consolidation emergency.
BPOs & Contact Centers
You're running 80 agents across six clients and one wrong data leak ends a contract. Right now your team is copy-pasting between four systems to process a single refund — and every handoff is a compliance exposure. Delegate locks each client into its own isolated workspace, puts Konnektive, NMI, and UltraCart on one screen, and gives you a full audit trail without hiring someone just to manage the tools.
- Process refunds across Konnektive, NMI, and UltraCart from one screen
- Per-client workspace isolation — zero data bleed between accounts
- Built-in softphone + SMS so agents never leave the platform
- Lock any agent out of any app in two clicks
Agencies & Service Firms
You've been duct-taping Notion, Slack, a CRM, and three client Drives together for two years and you know it won't scale past the next five hires. Every new client means a new tool stack you didn't budget for. Delegate gives each client their own workspace, their own integrations, and their own team — white-labeled under your brand if you want — without you rebuilding the infrastructure from scratch every time you sign a new retainer.
- Spin up a client workspace in minutes, not days
- White-label the entire platform under your agency brand
- Unified billing view across every client account
- Client-scoped integrations — they only see what's theirs
Operations Teams
Count the tabs open in your browser right now. Helpdesk. CRM. Phone. Email. Spreadsheet. Task tracker. Knowledge base. Every one of those is a place something falls through the cracks. Delegate is the single window your ops team actually works from — with AI that triages, routes, and drafts responses before a human even sees the ticket. Yes, it can replace all of them. That's the point.
- Eliminate 8+ standalone tools under one login
- AI triage routes and drafts responses before your team reads them
- Built-in knowledge base your agents actually search instead of asking you
- Workflow automation that runs without a developer to maintain it
60+
Apps in the platform
helpdesk to SQL workbench
30+
Native integrations
Konnektive, NMI, Twilio & more
7
App bundles
pick only what your team needs
99.9%
Uptime target
Vercel serverless + Supabase
What operations leaders tell us
Composite stories from early access conversations with BPO operators, agency owners, and operations teams.
“Before Delegate, we were duct-taping 4 different tools together across 6 client accounts. Supervisors were constantly in the wrong workspace, agents were seeing tickets they had no business seeing, and I was spending every Monday morning untangling access issues. Honestly, I didn't expect the migration to go smoothly — 90 agents is a lot to move. But workspace isolation just worked. Every client is completely separated. Phone, Helpdesk, CRM — all scoped. My team leads finally have one screen that shows them everything. I can't overstate how much quieter my mornings are now.”
Carlos Mendez
Director of Operations · CoreBridge BPO
“We were paying for Zendesk, Five9, HubSpot, and Notion separately. $4,200 a month, and they didn't talk to each other. Every new client meant setting up four more accounts, four more billing lines, four more onboarding cycles. The thing that surprised us most about Delegate wasn't the cost savings — though we did cut that $4,200 bill down to one invoice. It was the AI workflows. Our account managers were spending 20+ hours a week on status updates and follow-ups. That's mostly automated now. I genuinely don't know how we ran the agency before this.”
Amanda Torres
COO · Apex Growth Agency
“Access control sounds boring until you've had a tier-1 rep accidentally close a billing dispute they weren't supposed to touch. We had that happen twice in one quarter with our old setup. With Delegate, I spent maybe 45 minutes configuring role permissions once. Tier-1 reps see Helpdesk and Phone. Team leads get CRM and reporting. Billing is locked to two people. Nobody's stumbled into something they shouldn't since we launched. That one config screen is doing the work of a policy document that nobody read.”
David Okafor
VP of Operations · FlowScale
What happens when 80 agents depend on it?
Moving your entire operation onto one platform is a serious decision. We built Delegate knowing that downtime isn't an inconvenience for you — it's a P1 incident. Infrastructure redundancy, strict access controls, and a public status dashboard you can check before we do.
- Every login verified via SMS — no shared passwords, no unauthorized access
- Each team member sees only the apps you've explicitly granted — misconfigured access is impossible
- Client data is isolated at the workspace level — one client's tickets, contacts, and calls never touch another's
- Every action logged with timestamp, user, and context — full audit trail for compliance and investigations
- Four distinct permission tiers (Owner, Admin, Member, Viewer) — set once, enforced everywhere
- Sessions expire on your schedule — idle agents are automatically signed out
Real-Time Monitoring Built In
Sentry + custom uptime monitors across every service
Simple, transparent pricing
Pick a plan, add the app bundles your team needs. Scale seats up or down anytime — prorated to the day.
Starter
Solo operators and small teams getting started
Start Free TrialIncludes
- 15 core apps included
- 1 workspace, up to 10 users
- 500 AI actions per month
- 5 GB file storage
- Community support
Professional
Growing teams that need specialized apps
Start Free TrialIncludes
- Everything in Starter
- 1 app bundle included (you choose)
- 5 workspaces, up to 50 users
- 5,000 AI actions + Voice & SMS
- 25 GB storage
- Email + Chat support + API access
Business
Multi-client operations and agencies
Start Free TrialIncludes
- Everything in Professional
- 2 app bundles included
- Unlimited workspaces + users
- 25,000 AI actions per month
- SSO/SAML + full audit trail
- Priority support
Enterprise
BPOs, large teams, mission-critical ops
Contact SalesIncludes
- Every app. Every bundle. No limits.
- White-label with your domain
- Dedicated infrastructure + SLA
- Custom onboarding + training
- Dedicated customer success manager
App Bundles — add what you need
Each bundle unlocks a group of specialized apps for your team. Professional includes 1, Business includes 2. Add more anytime.
Helpdesk, Phone, CRM, Knowledge Base
AI Copilot, Agent Chat, Board Meetings
Meta Ads, Google Ads, Shopify, Stripe
GitHub, Vercel, Sentry, SQL Workbench
FrameForge, Design Studio, Voice AI
Konnektive, NMI, UltraCart, Sticky.io
Mercury Banking, Stripe Reports
All plans include a 14-day free trial. Add app bundles starting at $15/user/mo. See full pricing details →
Stop managing tools. Start running operations.
14-day free trial. No credit card required. Your team is up and running in under 10 minutes.
14-day free trial. No credit card required.