Agency & white-label sub-accounts
Agencies manage many clients without many logins. Promote your workspace to an agency parent, spin up a separate sub-account per client, and present the whole thing under your own brand.
What you'll need
- A workspace to act as the agency parent
- Owner/admin access to create sub-accounts
How the agency model works
- Parent and children — your workspace becomes the agency parent; each client is a child sub-account it owns.
- Isolation — every client's data, contacts and sends stay in their own sub-account.
- One place to manage — the parent creates and oversees the sub-accounts.
Set it up
- 1
Promote to an agency
Turn your workspace into an agency parent.
- 2
Create a client sub-account
Spin up a child workspace for each client from the parent.
- 3
Apply your branding
Set your white-label branding — brand name, logo, primary color and support email — so clients see your brand, not ours.
White-label branding
- Brand name and logo — your identity across the experience.
- Primary color — match your palette.
- Support email and domain — your contact details and address front and center.
Frequently asked questions
Is each client's data separated?
Yes — every client is its own sub-account with isolated contacts, sends and analytics under the agency parent.
Can clients see Climails branding?
With white-label branding you present your own brand name, logo, colors and support details instead.
How many sub-accounts can I create?
The agency parent creates client sub-accounts as needed; talk to us about agency plans for your scale.
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