PinMarks for digital agencies

Run client feedback, approvals, monitoring and reports from one workspace.

Updated October 2026

Set up your workspace

• One workspace for your agency and one project per client website.
• Invite your team as Admins or Members (roles).
• Connect your tracker once in Settings → Shared accounts so everyone reports into the same Jira, ClickUp or GitHub without logging in separately (Integrations).
• For WordPress clients, use the plugin. For other platforms see CMS plugins.

Bring clients in

• Share the project's guest join link (or invite by email) so clients can report, comment and follow progress without joining your team. See What guests see.
• Turn on the Waiting for Approval status so clients can sign off fixes.
• Use Internal note for comments clients must not see.

Run the workflow

1. 1Clients or colleagues report on the live or staging site. You receive an annotated screenshot with technical details.
2. 2Triage in the inbox: set type, priority and assignee. The issue is created in your tracker automatically.
3. 3When the fix ships, change the status. The tracker updates and the reporter is notified.

Add monitoring

On the Agency plan, Website Monitoring scans each client site for accessibility, SEO, broken links and legal gaps, tracks uptime, and lets you export a branded client report that lists the problems and their impact. The Compliance vault keeps a signed history of what you found and fixed.