AGENCY PARTNER PROGRAM
Manage Every Client
From One Dashboard
Create client accounts, assign plans and add-ons, handle consolidated billing, white-label the platform, share your SMS campaign, and run cross-client reports — all from a single agency dashboard.
HOW IT WORKS
Your Agency, Your Clients, One Platform
Create an agency account (free), add clients, assign plans and add-ons, and manage everything from a centralized dashboard.
Create Client Accounts
Create new client orgs with name, subdomain, and plan assignment. Or claim an existing org via transfer code to bring them under your umbrella.
Assign Plans & Add-Ons
Set each client’s plan and add-ons. Custom pricing overrides and per-client discount percentages. Upgrade and downgrade anytime.
One Bill for Everything
One Stripe subscription covers all your clients. Per-client cost breakdown with 10% agency discount applied automatically. Card or ACH payment.
Control Team Access
Assign which employees can access which clients. Feature-level permissions and max role restrictions. Or give everyone access to everything.
Cross-Client Reports
Aggregate contacts, donations, email performance, and trends across all clients. Per-client breakdown and a real-time activity feed.
Your Own CRM Too
Your agency gets its own CRM workspace at the same 10% discount. Tagged as “Your CRM” in the client list. No separate subscription needed.
PREMIUM AGENCY FEATURES
White-Label Branding & Shared SMS
Make the platform your own and eliminate 10DLC registration headaches for your clients.
White-Label Branding
Replace “MyCampaignEDGE” with your own brand name, logo, URL, and accent color — across every client’s sidebar, public pages, and emails. Your clients see your brand, not ours.
$29/month
Shared SMS Campaign
Register your 10DLC brand and campaign once, then share it with all your clients. They start sending compliant SMS immediately — no 2–4 week wait, no per-client registration fees. You control access and can revoke anytime.
Included with SMSEDGE
TRUST & TRANSPARENCY
Built for Professional Relationships
Agency Audit Trail
Every action you take in a client’s CRM is tagged as an agency action. Clients can filter their activity timeline to see exactly what your team did vs. their own.
Flexible Billing Modes
Bill clients through your consolidated subscription, or let them keep their own billing. When claiming an existing org, you choose which mode to use.
Release Clients Cleanly
Release a client from your agency at any time. They keep their data, contacts, and history. Billing transfers to their own subscription automatically.
WHO IT’S FOR
Built for Firms That Manage Clients
Marketing Agencies
Manage CRM, email marketing, websites, and SMS for multiple clients from one dashboard.
Political Consultants
Run multiple campaigns simultaneously. Fundraising, canvassing, phone banking, and donor management across all clients.
Nonprofit Consultants
Help nonprofits with donor management, events, grants, and fundraising — with cross-client reporting to show your impact.
Managed Service Providers
White-label the entire platform and resell it as your own product. Your brand, your pricing, your client relationships.
AGENCY PRICING
Simple and Transparent
Agency Account
✓ Free to create — no monthly fee for the agency itself
✓ 10% discount on your own CRM plan and add-ons
✓ 10% discount on all client plans and add-ons
✓ Consolidated billing — one Stripe subscription for all clients
✓ Card or ACH payment
✓ Cross-client reporting and activity feed
✓ Per-user client access controls
✓ Agency audit trail
✓ Client create, claim, and release
Optional Add-Ons
✓ White-Label Branding — $29/mo (custom name, logo, URL, accent color)
✓ Shared SMS Campaign — included with SMSEDGE (register once, share with all clients)
Ready to Scale Your Agency?
Create client accounts, handle billing, white-label the platform, and run cross-client reports — all from one dashboard. Free to start.