What is Kartra Agency? (Worth It?)
Kartra has a lot of features.
One of them is the Kartra Agency feature.
One of my favorites.
Kartra is a powerful funnel software that allows you to easily create, manage and track great-looking landing pages, sales funnels, and webinar events.
Kartra has been in business for quite a few years and has helped many small businesses and online companies grow with their services.
In this post, we will go into full detail on what Kartrta Agency is all about.
What Is Kartra Agency?
Kartra agency is part of the Kartra funnel builder package that helps you build, design, and manage your clients’ businesses inside of Kartra with ease. You can access your client’s account directly from Kartra Agency without searching for usernames and passwords to log in specially.
You can simply log in and out from the Kartra Agency home screen. This reduces friction and increased productivity a ton.
There are quite a few features that make up the Kartra Agency feature. But before we dive into that lets discuss the two models of Kartra Agency.
How Does Kartra Agency Works?
Here’s how Kartra Agency works:
Kartra Agency Account Setup
To get started with Kartra Agency, you need to create an account and choose a pricing plan that suits your needs. Kartra offers different plans with varying features and capabilities.
Kartra Agency Campaign Creation
Once you have set up your account, you can start creating marketing campaigns. Kartra Agency provides a visual campaign builder that allows you to create sales funnels, landing pages, and email sequences using a drag-and-drop interface.
You can customize your campaigns based on your specific marketing goals and objectives.
Kartra Agency Integration and Automation
This allows you to integrate with various third-party tools and services such as email autoresponders, payment gateways, CRM systems, and more. You can set up automation rules and triggers to automate your marketing processes, such as sending out emails, processing payments, and managing customer data.
Kartra Agency Tracking and Analytics
The robust tracking and analytics features allow you to monitor the performance of your campaigns in real time. You can track key metrics such as conversions, click-through rates, open rates, and more. This data helps you optimize your campaigns and make data-driven decisions.
Kartra Agency Client Management
Kartra Agency also offers features for managing multiple clients and their campaigns from a single account. You can create separate client portals, manage their campaigns, track their performance, and collaborate with them using Kartra’s client management tools.
Client management in Kartra is crucial for marketing agencies as it provides a centralized hub to efficiently manage multiple clients and campaigns. It fosters collaboration, promotes open communication, and allows for personalized branding within the client portal.
Client reporting is easy with Kartra Agency, providing data-driven evidence of campaign results.
The scalability of the platform enables agencies to handle more clients without compromising quality.
Overall, client management in Kartra Agency is essential for agencies to streamline operations, strengthen client relationships, and drive success.
Kartra Agency Billing and Reporting
This lets you manage billings and invoicing for your client as an agency owner – including setting up subscription plans, processing payments, and generating reports on revenue and expenses.
White-Labeling
White-labeling in Kartra Agency refers to the ability to customize the platform with your own branding so that it appears as if it is your own proprietary software.
This means you can replace Kartra’s branding with your own agency’s logo, colors, and design elements, creating a cohesive and professional look and feel that represents your brand.
Kartra Agency Models: What is it?
Agency model #1. The Account Owner
In this Kartra Agency model – you own the clients’ accounts.
And you can sublease them to your clients.
In this case, you buy those accounts in bulk at a 40% discount. Then you can mark them up to whatever price you want.
Under this model, you keep full control over your client’s account access. You’re also free to grant access to clients with restricted permissions based on what they need to co-manage.
You even further negotiate any monthly retainer fee you’d want for your own ongoing services.
This Agency model gives you full flexibility to set the prices for any of the services you’re offering to your customers.
Agency model #2. The Service Provider or Contract model
In this model, you simply connect your Agency accounts with other existing Kartra accounts and manage them on their behalf.
Instead of operating as an account owner, you’ll be a contractor.
This is way better in terms of simplicity.
If your clients already have Kartra, you can connect their accounts to yours. This way, they will be able to see all of the work you do with them and all of the projects that they have done with you.
You simply:
- Negotiate with your clients a rate for your services
- Connect your respective Kartra accounts
- Log into their own account to deliver the service
Then after the service is rendered, you can terminate the contract and unlink the Kartra account.
Besides the complete suite of tools and benefits, Kartra offers (all covered in my (Kartra review) – Kartra Agency comes with its own perks that benefit the Agency-to-Client workflow.
As a reminder, here are the complete tools/features of the Kartra tool suite:
- Kartra Checkout: lets you sell products online through a secure and gorgeous checkout form
- Kartra Leads: you can build, organize, and tag a database of leads and prospects
- Kartra Pages: a drag-and-drop page builder with hundreds of templates.
- Kartra Mail: lets you create live or automated email/SMS marketing campaigns and follow-ups
- Kartra Funnels & Campaigns: This Lets you manage your entire funnel
- Kartra Memberships: Lets you deliver your course, and training to your students
- Surveys & Quizzes: This lets you identify the best way to provide quality products and services using lead segmentation and analytics.
- Kartra Videos: Inbuilt video hosting solution with marketing-oriented features
- Kartra Helpdesks: Enables you to offer live chat and ticketing
- Kartra Calendars: allows scheduling of one-to-one sessions with customers from within a single dashboard
- Kartra Forms: Create your own custom lead capture forms
- Kartra Affiliates: Recruit, manage, and pay an army of affiliates
- Kartra Integrations & API: Link and connect your favorite tools
- Kartra Marketplace: This is where you sell marketing funnels and expert services or find resources created by other users.
Kartra Agency Features
In-depth Reports
Another awesome notable feature is the ability to generate in-depth reports for clients.
With the Kartra Agency analytics reports, you can send your clients monthly, weekly, or even daily reports so they always know how their business is doing.
Very convenient if you ask me – so your clients can follow your performance as an agency. Without having to manually log into their account, monitor all the analytics on their own, etc.
Secure Master Login
On Kartra, you do not need a separate login for each of your clients.
You can log in directly from your master account and then use a one-click process to access other accounts.
What I really like about this is the fact that you can use Kartra as a central hub, where you are able to monitor all of your client’s accounts.
Add new Clients Easily
As your marketing agency grows, you can add client accounts by either buying a lot of them at a lower price or by importing existing accounts. This is a nice Kartra Agency feature.
Brand Your Agency (eliminate Kartra logos and branding)
Kartra Agency puts your business logo at the bottom of every email that you send to your client. It is not clickable.
This eliminates the Kartra logo.
However, it is not in your way, but it does help you get the word out on who you are and what services you offer.
Some people on the list might be qualified prospects for your agency, so let them know.
Kartra Agency Pricing – How much does Kartra Agency cost?
Well, Kartra Agency doesn’t have a special price. You have access to this awesome feature if you’re on the Kartra Silver, Gold, and Platinum plan.
Not available to users on the Kartra Starter plan.
Silver Plan Costs $199/month
- Up to 12,500 Leads
- 3 custom domains
- Unlimited emails
- Unlimited bandwidth
- Unlimited pages
- Unlimited videos
- Unlimited products
- Unlimited membership sites
- Unlimited team members
- Unlimited helpdesks
Gold Plan Costs $299/month
- Up to 25,000 Leads
- 5 custom domains
- Unlimited emails
- Unlimited bandwidth
- Unlimited pages
- Unlimited videos
- Unlimited products
- Unlimited membership sites
- Unlimited team members
- Unlimited helpdesks
Platinum Costs $499/month
- Up to 50,000 Leads
- 10 custom domains
- Unlimited emails
- Unlimited bandwidth
- Unlimited pages
- Unlimited videos
- Unlimited products
- Unlimited membership sites
- Unlimited team members
- Unlimited helpdesks
There’s also a Kartra discount. Which is 25% when you opt-in for the annual plan. Cool deal.
And how do I charge my customers as someone using Kartra for my Agency?
As a user of Kartra for agencies, you have the flexibility to charge your customers in ways that are tailored to your agency’s needs, allowing you to maximize your revenue potential.
For instance, you can easily set up flat fee pricing for specific projects or recurring monthly fees for ongoing services, making it simple to invoice your clients and ensure you are compensated for your valuable marketing expertise.
Moreso, if you manage advertising campaigns for your clients, you can charge a percentage of the ad spend as your management fee, which can lead to increased revenue as your clients’ ad budgets grow.
Kartra for agencies provides automated tracking and billing features that make it easy to manage and collect fees based on ad spend, saving you time and effort.
Moreover, you can leverage subscription pricing within Kartra Agency to create recurring revenue streams by offering subscription-based plans for your services. This provides your clients with ongoing access to your services while ensuring a predictable and consistent revenue stream for your agency.
That’s not all!
With your agency’s custom pricing features on Kartra, you can create tailored pricing tiers, discounts, and promotions to meet the unique needs of your clients. This allows you to offer personalized pricing options and incentives, which can enhance your client relationships and drive client loyalty.
This Kartra plan also simplifies your agency’s financial management by providing features for generating invoices, managing payments, and tracking payment status. And it ensures that you have a clear overview of your agency’s revenue and cash flow, enabling you to make informed business decisions.
FAQs
How many sub-accounts do I get when I sign up for Agency?
Kartra Agency does not impose any limitations on the number of sub-accounts you can have when you sign up.
Instead, Kartra offers sub-accounts as a separate purchase, allowing you to customize your subscription based on your specific needs. With the flexibility to purchase additional sub-accounts at a discounted rate of 40%, you have the freedom to create as many sub-accounts as you require to manage multiple clients and their marketing projects efficiently.
Can my clients log into the funnels and campaigns I built them?
Well, Kartra makes it easy for you to provide your clients with access to view and interact with their marketing campaigns.
By creating separate sub-accounts for your clients, you can grant them limited access to specific features or sections of the sub-account, allowing them to view their campaign performance, analytics, and notifications.
This level of transparency and collaboration can be beneficial for your agency-client relationship, as it fosters trust and communication.
Your clients can see firsthand how you are managing their campaigns, which can help them understand the value of your services and the results you are delivering.
This can lead to increased client satisfaction and loyalty.
Furthermore, with Kartra’s white-labeling option, you can brand the client sub-accounts with your agency’s logo and colors, providing a seamless, professional, and branded experience for your clients. This reinforces your agency’s brand and expertise, showcasing your professionalism and attention to detail.