Short answers to the questions agencies ask most. Each answer reflects how creavio actually works today.
How much does the agency plan cost?
Agency access is a flat $399 per month. It covers unlimited team members and unlimited client accounts, and you can cancel at any time.
Do you charge per seat?
No. The flat rate includes unlimited team members. Adding another person to your agency does not change your bill.
Is there a limit on how many clients I can manage?
No. The flat rate includes unlimited client accounts.
What happens if I cancel?
You can cancel at any time. For the exact effects of canceling on your access and your clients, see Agency billing, promo codes, and cancellation.
Can I use a promo code?
Yes. If you have a promo code, enter it at checkout to apply it to your subscription. The details are in the billing guide linked above.
Can clients see what my team does?
Access on creavio is scoped. Your team members only see the clients you assign them to, and you can further narrow each person to specific products. A client controls their own account and can end an agency link at any time, but the day-to-day agency work happens in your agency console.
Is one client's data separated from another's?
Yes. Each client's work, media, and connections live in that client's own workspace, kept separate from every other client you manage. This is why one client's assets never appear in another client's content.
Do I ever log in as my client?
No. You never sign in as a client. You work on a client from your own agency account by opening their workspace, and the client keeps their own separate login. See Work inside a client workspace.
Can one email address work at two agencies?
Access on creavio is tied to your email through the roles you are granted. Ask the agency owner to add your email to their agency and assign you a role. If you already have access somewhere else, the person managing each agency controls your access on their side.
How do the people I add sign in?
Nobody sets a password. When you add someone, creavio emails them a one-tap sign-in link that signs them straight in and expires shortly after. If it expires, resend the invite, or they can request a fresh link themselves from the agency sign-in page. See Invite and manage your team.
Do I have to connect every account myself?
It depends on the platform. Many client connections can be set up without the client doing anything, while some require the client to grant access first. See Which client connections need the client, and which don't.
Can I limit someone to just reporting?
Yes. Give them the Analyst role, or scope any person to the Reporting product only. See Roles and permissions reference.
What if I need help with something not covered here?
Reach the creavio team at [email protected]. See Get help and report issues for what to include so we can help fast.