Your brand. Your clients Your recurring revenue
Unlimited sub-customer accounts. Per-client quotas. Full white-label branding — logo, theme, email footer. SendGrid sub-account isolation so every client has its own sender reputation. Commercial license included. Build the email-marketing arm of your agency on infrastructure you control.
Unlimited
Client sub-accounts
100%
White-label — your logo, theme, footer
14
SendGrid sub-account isolation
Included
Commercial license — sell to clients
Four reasons most agencies don't
make recurring revenue from email.
If your agency runs paid ads, SEO, or social — but bills email-marketing time hourly — you're leaving the easiest recurring revenue in the building on the table.
Multiple ESP logins per client
Every client has their own Mailchimp / Klaviyo / ConvertKit. Your team juggles seven logins, seven billing cycles, and seven different UI quirks. The hourly time spent context-switching is what your clients refuse to pay for — but you eat it anyway.
Hourly email work, no MRR
You bill $150/hr for the campaign you built. Client pays once, the work is done, you're back to selling the next month. There's no recurring email-marketing revenue line on your P&L — even though the work absolutely is recurring.
White-label costs $300+/mo on competitors
Mailchimp's “Agency Plan” doesn't exist as white-label. ActiveCampaign white-label kicks in only on Enterprise. Most ESPs gate the white-label bit behind their highest tier — making the agency play financially inaccessible until you already have the clients.
Reputation cross-contamination
If you run all your clients off one shared sender pool and one of them runs a sketchy promo, the bot complaints from that client tank deliverability for every other client. Without sub-account isolation, one bad client can make every client suffer.
$18,000+
$149 once
One platform. Unlimited clients. Each one isolated.
The Agency tier ships the SubAccount model. Spin up a new client account in three clicks — they get their own subscriber database, their own automations, their own segments, their own sending provider connections. Nothing crosses over. Your agency dashboard sees them all; each client sees only their own workspace.
- Unlimited sub-accounts — add a new client whenever you sign one
- Each sub-account is its own data tenancy: lists, campaigns, automations, segments are all isolated
- Agency-level admin sees all clients in a roster view; client-level users see only their own workspace
Your logo. Your colors. Your domain. Theirs is gone.
Upload your light and dark logos. Pick your brand colors they apply across the dashboard, the email builder, the emails sent through the platform. Configure plan-based email footers per client. Run on your own domain. Clients log into app.youragency.com, not anything that says CleverlyBox.
- Logo uploads: light variant (light backgrounds), dark variant (dark mode + email footer)
- Theme color tokens: primary, secondary, accent — applied to UI + transactional emails
- Plan-based footer HTML + plain-text — different footer per client tier (e.g. starter clients get a "Powered by" line; enterprise clients don't)
Each client = their own SendGrid sub-account. Their own sender reputation.
The platform integrates with the SendGrid sub-account API via the SubAccountSendGrid model. Provision a fresh SendGrid sub-account for each client — they get their own dedicated IP pool (or shared pool, your call), their own warmup curve, their own complaint stats. One client running a sketchy promo can't drag everyone else's deliverability down.
- Per-client SendGrid sub-account provisioning — automated from the agency dashboard
- Each client's complaint rate, bounce rate, and engagement reputation are tracked independently
- Switch any client to their own SES, Mailgun, or SparkPost account — multi-provider isolation per client
Configurable limits per client. Productize your tiers.
Set quotas per sub-account on subscribers, monthly sends, lists, segments, automations, max process workers, max upload size. Build your own pricing tiers Starter $99/mo (10K subs, 50K sends), Growth $299/mo (50K subs, unlimited sends), Enterprise custom. The quota engine enforces the limits; the billing engine you bring (Stripe, Paddle, your invoice software) charges them.
- Per-client quotas: subscribers, sends, lists, segments, automations
- Performance quotas: max_process (parallel send workers), max_size_upload (asset upload cap)
- Quota templates — define your "Starter / Growth / Enterprise" tiers once, apply to any new client in one click
Team roles per client. Junior copywriter doesn't touch sending settings.
The AdminGroup model gives you granular permission groups inside each sub-account. Junior copywriter can draft and preview campaigns but can't hit send. Account manager can send but can't change billing or sending providers. Client can log in to see analytics but can't change segments. Build the permission matrix that fits how your agency actually operates.
- Per-feature permissions: campaigns (draft/send), automations (build/activate), lists (create/import), segments (create/edit), sending providers (read/write), billing (read/edit)
- Role templates — Junior, Manager, Account Lead, Client View — apply once, edit per team member
- Audit log per sub-account: who logged in, what they edited, what they sent — full traceability
Three agency-pricing models that
work.
CleverlyBox costs you $149 once. What you charge clients is up to you.
Three pricing models that agencies on the platform are running today.
Flat managed-service tier
Charge a fixed $99/mo per client for “email marketing managed.” Includes platform access + 4 campaigns/mo + 1 automation. 20 clients × $99 = $1,980/mo recurring.
Tiered SaaS resale
Build Starter / Growth / Enterprise tiers. Charge $99 / $299 / $799 per month. Quotas enforce the difference. Mix of 10 Starter, 8 Growth, 2 Ent = $4,980/mo recurring.
Done-for-you retainer + platform
Charge $1,500 retainer for “email marketing on autopilot” — campaigns, automations, list health. Platform access bundled. 6 retainers × $1,500 = $9,000/mo recurring.
Commercial license · included on Agency tier
No revenue cap. No per-client surcharge. No “you must badge our logo.” The $149 Agency lifetime ships with full commercial-use rights — bill clients whatever you want, keep 100% of the revenue, white-label the whole experience under your brand. The license is yours, lifetime.
Move your existing clients off
Mailchimp Pro this weekend.
Most agencies inherit a stack of client Mailchimp / Klaviyo / ConvertKit logins they didn't pick. Here's the four-step migration playbook agencies on CleverlyBox follow.
Spin up sub-accounts per client
From the agency dashboard, create one sub-account per client. Apply your Starter / Growth / Enterprise quota template. Set the SendGrid sub-account or sending provider — their own SES, your shared pool, or fresh dedicated. 5 minutes per client.
Export + verify + import lists
Export each client's subscriber CSV from their existing ESP. Run it through CleverlyBox verification built-in, 14 providers — catches inactive contacts the old ESP was billing for. Import the verified list into the sub-account. Often saves the client more than your monthly fee.
Rebuild automations + segments
Recreate the welcome sequence, the cart-abandon flow, the re-engagement automation. Use the AI copywriter to draft new subject lines while you're at it — fresh creative without paying a copywriter. Saved prompts carry house-style across all clients.
Cutover + deprecate the old ESP
Update signup form endpoints. Point any third-party integrations like Stripe, Shopify, or e-commerce platform at the CleverlyBox webhook. Send the first campaign through the new sub-account. After 30 days of healthy sending, downgrade or cancel the old ESP — savings hit your client's P&L the next billing cycle.
Why agencies choose CleverlyBox.
Compare agency-ready features across CleverlyBox, Mailchimp, ActiveCampaign, and ConvertKit — from white-label control to sub-accounts and client permissions.
| Capability | CleverlyBox Agency Best | Mailchimp | ActiveCampaign | ConvertKit |
|---|---|---|---|---|
| Pricing | $149 lifetime | No agency tier | $396+/mo Pro | No white-label |
| Sub-accounts per client | ✓ Unlimited | ✕ Per-client billing | 3 max on Pro | ✕ |
| Custom branding (logo + theme + footer) | ✓ Full | ✕ | Enterprise only | ✕ |
| SendGrid sub-account isolation | ✓ Native | ✕ | ✕ | ✕ |
| Per-client quotas (subs / sends / lists) | ✓ Configurable | ✕ Tier-based only | Limited | ✕ |
| Granular team permissions per client | ✓ AdminGroup | 3 roles | ✓ Pro+ | ✕ |
| Commercial license | ✓ Included | Reseller program | Reseller program | ✕ |
| 5-year cost @ 20 clients | $149 + your SES | 20 separate accounts | ~$23,760+ | n/a |
Unlock everything.
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