Kartra Agency

RUN AND MANAGE CLIENT ACCOUNTS FROM A CENTRALIZED MASTER CONSOLE

All your clients in one centralized view

YOUR ENTIRE AGENCY PORTFOLIO AT YOUR FINGERTIPS

When you manage multiple client accounts, you definitely want an "at a glance" view from where to manage, track and log-in to each of them without a fuzz. It saves so much time!

  • 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!

Terminate the client/agency relationship at any time you wish.

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.

Your entire client portfolio handled through one unified billing profile. More productivity, less paperwork!

Client reports

KEEP YOUR CLIENTS IN THE LOOP

Let your clients extract, in real time, the metrics relevant to their account performance. Keep them in the loop without you having to crunch any data whatsoever for them!

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!

Your branding will be embedded at the footer of every mail sent on behalf of your clients.

Got questions? We've got the answers!

If I purchase a client account, I am paying 40% off the monthly fee (like for example if it's $99 a month, I'm paying $59), but... I can charge them the $99 price?

And how do I charge my customers?

Can we manage Agency, while our sub-accounts pay Kartra directly, instead of me?

Do we get the affiliate payments for the clients we sign up?

Do Agency sub-account pay me an affiliate kickback? If not, why not?

Are all sub-accounts part of our account (i.e., Shared emails, domains, etc.) or would they have their own — at a reduced price in our dashboard?

Can our clients log into the funnels we build, write emails, add pages, etc. if they want to?

Can I turn off the email footer with my Agency branding?

Can I move existing client accounts into my Agency, or only accounts that have been actually registered from within my Agency account?

How many sub-accounts do I get when I sign up for Agency?

Is there a preview of the training that's included in Kartra Agency?

Are You Ready To Join the Kartra Revolution?


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