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Industry edition · Marketing agencies

Marketing agency software that handles the money too

Email, SMS, WhatsApp, funnels, reviews and reporting for every client from one login, a sub-account per client, retainers billed on the 1st by card or ACH, and a white-label option that puts your name on the whole platform.

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Sub-account per clientEmail · SMS · WhatsAppRetainers by ACHWhite-label under your brand

Agency view · This week at a glanceAll systems live

$63K

Retainers billed

Client sub-accounts

Campaigns sent

CampaignsSMS to 3 clients' lists, 412 replies routed to their inboxes

Sent

Reviews9 client locations, 58 requests out, 21 posted

Auto

Retainers18 billed on the 1st, 2 failed cards recovered by text

Auto

ReportsMonthly report sent to 18 clients, no spreadsheet

Auto

Illustrative.

Built for marketing agencies

Run the client. Own the platform.

Agencies generate the leads and run them through tools the client owns. When the retainer ends, nothing recurring stays. This edition changes who owns the stack.

Campaigns from one placeEmail, SMS and WhatsApp for every client from one login. Templates shared across accounts; replies land in each client's inbox, not yours.

A sub-account per clientEach client gets its own contacts, pipeline, calendar, funnels and reporting. Your agency view sits above all of them.

Funnels & landing pagesBuild once, snapshot it, deploy to the next client in minutes. Lead forms, booking and payment on the page.

Reviews & reputationReview requests after every job, replies drafted in the client's voice, and a dashboard you can sell as a service line.

ReportingLeads, bookings, revenue and campaign results per client, sent monthly on a schedule. The report builds itself from the data the platform already has.

Retainers billed on the 1stCard on file, or ACH at a flat per-item fee instead of a percentage. Failed payments retried, the client texted, the account paused if it doesn't clear. No more chasing.

AI, in your words

What the AI does for an agency

The way an account manager with twelve clients would describe it.

Answers the leads you generateThe AI receptionist sits in each client's account, answers the calls and texts your campaigns produce, and books them. Your lead report shows booked appointments, not form fills.

Builds the nurture you'd normally hand-wireDescribe it in plain English: "New lead gets a text in 1 minute, an email in an hour, a call from the AI on day 2 if no reply." The platform builds it, you approve it, and it becomes a template for the next client.

Runs reputation for nine locationsReview requests go out after each visit; replies are drafted in each client's voice for one-click approval; the one-star goes to the owner first.

Writes the monthly reportCampaign results, leads, bookings and revenue per client, pulled from the account and sent on the 1st. The hours you spent in spreadsheets go back to strategy.

Need it built around how you run? Custom builds from $1,999 — we map your agency's workflow, then build the pipelines, forms, automations and AI assistant to match.

Payments built in

Retainers in, fees out

Your retainers run on the same rails as your clients' payments. Each business holds its own merchant account, in its own name, with our processing partner.

For the agency: interchange-plus with one small, disclosed margin, and we show you the math on your statement, or ACH at a flat per-item fee instead of a percentage for retainers. For clients you refer: the same, plus a compliant dual-pricing program where it fits their business.* When clients run payments on our rails, the Partner Program pays you a share of the processing residual and of the software revenue, for the life of the account.

Card on file and bank account on file for retainers, billed on the 1st
Smart retries and a text to the client when a payment fails; returned bank payments retry twice automatically
Pay links and hosted checkout on proposals and project invoices
Payment on client funnels and booking pages, into the client's own account
A usage wallet for each client sub-account: SMS, calls, AI minutes, WhatsApp, email volume
No PCI program fee, no statement fee, no annual fee; we help you complete the annual questionnaire

Everything we accept, A to Z →

*Dual-pricing and cash-discount programs are subject to card-brand rules and state law and are not available everywhere.

How a 15-client agency gets paid

RetainersBank account on file, billed on the 1stBank-payment feeFlat per item; the client covers it by defaultProject depositsCard on file or pay linkFailed paymentTwo automatic retries, then a textCard feesSend a statement and we show the math

Illustrative. Partner terms are on the partner page.

What you can cancel

The agency stack, on one bill

Tools an agency typically pays for separately, often once per client.

HubSpotCRM

MailchimpEmail

EZ TextingSMS

ClickFunnelsFunnels

UnbounceLanding pages

BirdeyeReviews

CalendlyBooking

AgencyAnalyticsReporting

TypeformForms

ZapierAutomation

StripeRetainer billing

AI chat subscriptionsPer seat

Plans for marketing agencies

Two ways to run clients

Run clients inside your account: Enterprise (custom pricing). Unlimited sub-accounts, advanced reporting, dedicated onboarding and an account manager. You pay us; you bill clients for your service. A one-person agency with a few clients can start on Pro ($299/mo, or $249/mo billed annually). See pricing.

Sell clients their own account: the Partner Program. As a referral partner, you bring the client, we close, board and support them, and you earn a share of the processing residual and of software revenue for the life of the account, with no fee. As a white-label partner, your brand goes on a dedicated environment with all 150 ready-made editions at your price book; we board your clients in cohorts, run the branded help center and support desk, and ship the updates. Software revenue is split, onboarding is priced per client, and the platform fee steps down as your client count grows. You can also resell custom builds under your brand. See the Partner Program.

FAQ

Agency questions

Can I manage every client from one login?

Yes. Enterprise gives you unlimited sub-accounts, one per client, with your agency view across all of them: campaigns, pipelines, reviews and reporting. Jump into any client account without a second password.

What is the difference between Enterprise and the Partner Program?

Enterprise is for running clients inside your own account as sub-accounts; you pay us, you bill the client for your service. The Partner Program is for selling clients their own account: as a referral partner you bring the client and we close, board and support them, and you earn a share of the processing residual and of software revenue; as a white-label partner your brand goes on a dedicated environment, we run the software company behind it, and software revenue is split. The numbers are in the partner agreement.

How does the white-label option work?

You get a dedicated branded environment: your domain, logo, emails and login, all 150 ready-made editions loaded with your price book, usage rebilled at your markup, a branded help center and our support desk under your name during business hours (Eastern). We board your clients in cohorts and ship the updates. The platform fee steps down as your client count grows.

How do retainers get billed?

Card on file or bank account on file, billed on the 1st. ACH costs a flat per-item fee instead of a percentage, and you decide whether the client covers it; cards are priced interchange plus one small, disclosed margin. Failed payments retry automatically and the client gets a text with a link to update.

Is usage for SMS, email and AI included?

Usage is billed from a transparent wallet: SMS and calls, AI conversations and voice minutes, WhatsApp at $19.99 a month per line, and email volume. On Enterprise you see it for each client sub-account; as a white-label partner you rebill it at your markup.

Keep the client after the campaign

Tell us how many clients you run and we'll show you Enterprise next to the partner terms.

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305-954-7362 · hello@merchfintech.com