Kartra agency

Run and manage client accounts from a centralized master console

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Kartra agency replaces...

All clients in one centralized view

Your entire agency portfolio at your fingertips

Kartra interface showing client sub-accounts

Quick analytics

Follow the most important metrics for each account in real time for a quick overview of their performance.

Secure master login

No need to remember a bunch of passwords for all your client accounts: simply log in straight from your master account via our secure one-click login process.

Everything under one billing profile

You don't want to keep track of multiple billing profiles for each of your client accounts. We make your life easier by centralizing all accounts under one unified billing profile. Simple, uh?

Add new clients under your Agency portfolio

As your agency grows, you can easily add client accounts to your portfolio via two different ways: buy client accounts in bulk at discount or import already existing accounts.

Create login credentials for your clients

If you want to let your clients co-manage their accounts, you may create, at your discretion, login credentials with custom permissions.

Generate reports for your clients

Your clients will ask you about their account performance, no doubt about it. Kartra generates personalized reports for each client so they can review their account key metrics!

Choose your agency model

When it comes to registering client accounts under your Agency portfolio, you have two options at your disposal:

The owner model

Buy new accounts on your clients' behalf and mark them up!

Sometimes, your client might not have a Kartra account or might not even want to be involved in the technology aspect behind his online business.

In this case, you may actually purchase Kartra accounts in bulk at a 40% discount and mark them up at will: charge your customers a monthly retainer fee for your agency services and secure a recurring income!
The contractor model

Link existing accounts and manage them as a contractor!

If your clients already have a Kartra account, or you prefer to refer them via your affiliate link, your best option is to simply establish a connection between the their account and yours.

Under this business model, you will be operating their account as a contractor on a project-by-project basis, and the contract can be terminated at the completion of the project.

Keeping your billing simple

We want to make your life (and your accountant's!) as simple as possible.

For that reason, you won't need a separate billing profile for each of your client accounts. Instead, your agency portfolio will be governed by one unified billing profile.

As a result, you will be able to buy client accounts in bulk through one single credit card. Moreover, if you want to update your card info for all your accounts at once, one single form will suffice. Plus, you will be able to download their respective invoices from one centralized dashboard.

You know, as an agency you should spend your time growing your clients' businesses and not weeding through tons of paperwork. Kartra Agency makes sure your focus is where it should be.

Client reports

Keep your clients in the loop

Kartra interface showing analytics of client sub-account

Your clients will be reaching out periodically asking for updates on their account performance. As an agency, communicating with them and keeping them informed will be a pivotal part of your daily bread and butter. To this point, you'd basically have two options: either you give your clients access to their account so they check the charts by themselves, or you feed them with the essential metrics most relevant to them.

To help you in this regard, Kartra Agency automatically generates a segregated report, on an account by account basis, where your clients will see their account sales, revenue, page visitors, leads generated, etc. Best part: it updates in real time and they can refresh it as often as they like, liberating you from the data-crunching chore!

Brand your agency!

You work hard to provide the best possible service to your clients, and you want your agency to generate a buzz for itself. Basically, you want to build brand recognition for your clients and, certainly, for yourself.

Kartra Agency embeds your agency branding at the footer of every email you send on behalf of your client. It's subtle, non-clickable and non-intrusive, but it sure does get the job done to spread your name as a quality service provider. Chances are that some of the recipients of those emails might be qualified prospects for your agency service, so let your work open up that door for you!

Every bit of publicity helps... especially if it's free and viral!

Email mockup with "powered by" footer branding

Got questions?
We've got the answers!

Is Kartra PCI and GDPR compliant?

Absolutely! Kartra is 100% PCI and GDPR compliant, using payment-gateway-sanctioned industry best practices to ensure that your shopping experience, and that of your customers, is a safe one.

"PCI security standards are technical and operational requirements set by the PCI Security Standards Council (PCI SSC) to protect cardholder data. The standards apply to all entities that store, process or transmit cardholder data – with guidance for software developers and manufacturers of applications and devices used in those transactions.

The Council is responsible for managing the security standards, while compliance with the PCI set of standards is enforced by the founding members of the Council, American Express, Discover Financial Services, JCB International, MasterCard Worldwide and Visa Inc." (From “PCI DSS Quick Reference Guide” published by the PCI Security Standards Council™)

In other words, Kartra is as secure as a secure platform can be in this day and age. And as security standards and capabilities evolve, you can be sure that Kartra will be among the first platforms to incorporate them.

What platforms and services does Kartra replace?

Are you ready? Here’s the entire list:

Email marketing campaign platform
Marketing automation platform (letting you build and automate your sales funnels)
Marketing page builders (landing pages, squeeze pages, sales pages, thank you pages, product launch pages, checkout pages, video sales letter pages, and more)
Membership portal builders
Shopping carts
Online form builders
Split testing and link tracking software
Calendar and appointment scheduling software
Helpdesk ticketing systems, including live chat
Video hosting (with advanced marketing features)
Affiliate management system
Campaign analytics platform
Custom programming to integrate your various marketing software platforms — Kartra seamlessly integrates all of the above already
Graphic designers — Kartra’s professional, stunning templates designed to convert — for pages, emails, forms, and more — take care of that for you

Best of all, Kartra’s tools are not merely basic versions. Oh, no. In fact, each Kartra tool is absolutely full-featured, giving you the functionality of the leading platforms in each individual category — plus effortless integration with all of Kartra’s other full-featured tools. It’s the most complete yet easy-to-use online business solution you’ll find anywhere.

What else is included?

Kartra not only gives you a complete suite of integrated sales and marketing tools that make it easy to build your emails, pages, opt-in forms, checkouts, and sales funnels. Kartra actually gives you complete sales funnels too — pre-built, beautifully designed and professionally copywritten by renowned internet marketing experts — ready for you to customize and activate in just minutes.

Kartra also gives you a complete set of ready-to-use, stunning design templates for creating new emails, pages, checkouts, opt-in forms and more. Between Kartra’s ease of use and all the done-for-you marketing assets we’ve included, you can literally launch your entire online business in just a few hours with Kartra.

How secure is Kartra?

At Kartra, we leave nothing to chance.

So it was essential to us that Kartra have the most robust security measures available. And take every precaution to ensure the security of your data — and your customers’ data.

We start with a direct, secure, encrypted (256-bit) connection directly from your customers to your payment gateway. Customer payment information is tokenized — a fancy term that means that at no time does any customer payment data ever touch our servers. We never store it, and we never see it.

All the data you store in your account – including the personal information you collect about your leads and customers, is protected by multiple firewalls and Cloudflare security. On top of that, there is no central Kartra database to hack. Every Kartra user account has its own, isolated database. That means it’s practically impossible for anyone to breach Kartra and run off with “everyone’s data”.

Finally, Kartra is extremely reliable too! Today’s internet-driven businesses run 24/7. Any downtime is lost money. So we’ve gone the extra mile to ensure the reliability of Kartra for your business. Kartra’s infrastructure runs on the best — top-tier storage and delivery providers, including Amazon and SendGrid®. This is your assurance that Kartra will be there for you, day in and day out.

Can I cancel or change plans anytime?

Kartra gives you a convenient, budget-friendly monthly subscription model with the lowest prices you’ll find for such a combination of online marketing tools in one platform. You can cancel or change your subscription at any time in our convenient Billing self-service portal.

Do I need coding skills?

Absolutely not!

Kartra’s simple drag-and-drop interface and menu wizards let you do everything without any code whatsoever — from designing and launching your marketing pages, emails, forms and checkouts; to configuring your products, shopping carts, helpdesk, videos, and affiliate program.

Kartra makes it even easier for you with its wide variety of gorgeous, pre-designed templates for pages, emails, and forms, getting you going even faster with practically no effort.

With Kartra, anyone, regardless of experience, can easily build a complete online business presence in just a few hours. No code required!