Built for Agencies Managing Multiple Clients

One platform to manage all your clients' campaigns, content, and data. Switch between accounts instantly, automate reporting, and scale your agency without complexity.

Agency Challenges We Solve

  • Logging in and out of different client accounts wastes hours
  • Tools charge per client or per seat, making growth expensive
  • No way to share winning strategies across clients
  • Reporting takes days of manual work each month
  • Client data is scattered across 10+ platforms
  • Team collaboration requires constant tool-switching

Everything You Need to Scale Your Agency

Purpose-built for agencies managing 5, 50, or 500 clients.

Multi-Client Management

Manage all your clients from one dashboard. Switch between accounts instantly without logging out.

Client Permissions & Access

Give clients view-only access or let them collaborate. Control exactly what each stakeholder can see and do.

White-Label Reporting

Beautiful, branded reports that make you look good. Automatically generated, ready to present.

Agency-Wide Analytics

See performance across all clients. Identify what's working and replicate success.

Time-Saving Automation

Automate repetitive tasks. Spend less time on busywork, more time on strategy.

Transparent Pricing

No per-client fees. Unlimited client accounts on all plans. Predictable costs that scale with you.

How ConvergeKit Works for Agencies

1

Create Client Workspaces

Set up a dedicated workspace for each client in seconds. Each workspace is completely isolated with its own contacts, campaigns, and data.

  • Unlimited client workspaces
  • Complete data isolation
  • Custom branding per client
Client workspace switcher UI
Team permissions interface
2

Invite Team & Clients

Add your team members and give clients controlled access. Set granular permissions for what each person can see and do.

  • Admin, Editor, Viewer roles
  • Client view-only access
  • Audit logs for all actions
3

Work Across All Clients

Switch between client accounts with one click. See what's happening across your entire portfolio from a unified dashboard.

  • Instant account switching
  • Agency-wide overview dashboard
  • Cross-client performance comparison
Agency dashboard UI
White-label report preview
4

Deliver Beautiful Reports

Automatically generate white-label reports. Add your branding, export to PDF, or give clients direct access.

  • Your logo and branding
  • Scheduled automatic delivery
  • Export to PDF or live link

Perfect for Every Type of Agency

Marketing Agencies

Manage email campaigns, social media, and analytics for multiple clients.

Schedule campaigns across all client accounts
Compare performance between clients
Share winning strategies across accounts
Unified inbox for all client communications

Design & Creative Agencies

Organize client assets, feedback, and deliverables in one place.

Client-specific media libraries
Version control for all deliverables
Approval workflows for creative assets
Easy file sharing with clients

Consultants & Freelancers

Professional client management without enterprise complexity.

Quick client onboarding
Automated status reports
Track deliverables and timelines
Professional client portal

Simple, Predictable Pricing

No per-client fees. Unlimited client workspaces on all plans.

Agency Plan
Everything you need to manage unlimited clients
$299/month
  • Unlimited client workspaces
  • Unlimited team members
  • White-label reporting
  • Agency-wide analytics
  • Priority support
  • Custom onboarding
  • All ConvergeKit features
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Ready to Scale Your Agency?

Join hundreds of agencies using ConvergeKit to manage clients more efficiently.