The CRM agency
operating system.
AI audit per client, automated reporting, briefs, collaborative review portal, multi-brand dashboard. Run 10 to 40 Klaviyo brands without burning out your team.
// Trusted by agencies running DTC brands from $500K to $30M+ ARR
You run a Klaviyo agency.
Your team caps at 8-12 clients.
Not because your people aren’t good. Because your stack doesn’t scale. Here’s what jams.
60% of senior time on reporting
Your senior strategists spend 60% of their week pulling Klaviyo data into decks, building monthly reports, prepping client calls. Strategy work shrinks to 20% of their bandwidth.
Briefs eat the production team’s week
Designers and copywriters wait on briefs. Briefs wait on data. Data waits on the strategist. Each campaign takes 5-7 days end-to-end when it should take 2.
Client review lost in Slack and email
Your clients comment in Slack, attach screenshots to emails, ping you on WhatsApp. Three rounds of revisions later, nobody knows which version is the latest. Mistakes ship.
No standard across your portfolio
Each strategist runs their own playbook. Different KPIs, different brief format, different reporting template per client. Nothing scales, nothing transfers when someone leaves.
The bottleneck isn’t your team’s skill.
It’s your operating system.
Retain Complete: your agency operating system.
One platform for multi-brand piloting, AI briefing, production, and client review. Built so your team can run 2-3× more clients with the same headcount.
Unified multi-brand dashboard
All your clients’ Klaviyo health on one screen. Alerts when a flow drifts, a segment decays, a campaign underperforms. Your senior strategist scans the portfolio in 15 minutes Monday morning.
Weekly AI audit per client
Retain regenerates a complete audit on each client account every week. Each lever quantified in $/month. You walk into the call with a prioritized plan, not a blank page.
AI editorial calendar
A month of campaigns pre-generated per client, calibrated on their voice DNA, catalog, and segments. Your strategist reviews and validates instead of starting from scratch.
AI briefs per campaign
For each campaign, Retain drafts the brief: 3 subject lines, 3 preheaders, body copy, hero image suggestion. Your designer / copywriter executes in 30 min instead of 3 hours.
Client review portal
Your client annotates Figma-style on each email. Comments threaded, status tracked, approval one-click. No more reviews lost in Slack or buried in 4-deep email threads.
White-label reporting
Monthly client reports auto-generated, exportable as branded PDFs. Your logo, your colors, your disclaimer. Clients never see Retain. They see your professionalism.
From EUR 195/month. Volume discount past 5 brands.
Complete is the plan built for agencies running multiple Klaviyo clients with full execution (briefs, production, review).
| Brands managed | Retain Complete | Avg. EUR/brand | % of what you bill* |
|---|---|---|---|
| 3 brands | €489/month | €163 | ≈ 5% |
| 5 brands | €636/month | €127 | ≈ 4% |
| 10 brands (sweet spot) | €1,030/month | €103 | ≈ 3-4% |
| 20 brands | €1,420/month | €71 | ≈ 2% |
| 40 brands | €2,200/month | €55 | ≈ 2% |
* Based on an average agency retainer of $3,000-$8,000/month per client. EUR pricing, auto-converted by your bank.
Frequently asked questions
How is Retain different from Klaviyo native dashboards for agencies? +
Klaviyo natively forces you to switch from account to account. No multi-brand overview. No cross-brand alerts. No AI audit. No quantified opportunities. Retain adds the strategic layer on top: unified multi-brand dashboard, weekly auto-audit per client, brief generation, client review portal.
Does Retain offer white-label reporting? +
Yes. All exportable reports (monthly client, audit, action plan) can be customized with your agency logo, colors, and disclaimer. Your clients see your brand, not Retain’s.
How does pricing scale for an agency with multiple clients? +
Volume discount per brand on the Complete plan: +EUR 98/brand for 2-4, +EUR 49 for 5-10, +EUR 39 for 11-39, +EUR 29 for 40+. For an agency running 10 clients on Complete, that’s EUR 1,030/month, or roughly EUR 103/brand. Compared to the typical agency retainer of $3,000-$8,000/month per client, Retain’s cost is marginal.
Can we invite our clients into Retain? +
Yes. Unlimited users on both plans. You can invite clients in read-only mode for transparency, or keep Retain as an internal tool. Most agencies start internal-only, then graduate selected clients to read-only access once they trust the platform.
What about content review and approval flows? +
The Complete plan includes a collaborative review portal with Figma-like annotations. Your team drafts in Retain, your client annotates, you iterate, you ship to Klaviyo in one click. Everything stays in Retain, no more Slack-thread reviews lost in space.
Is there a free trial? +
Yes. Free signup, free unlimited Klaviyo audit per account. If you want to activate advanced features (briefs, production, review), a 14-day trial on Complete, no credit card required to start, cancel anytime.
Scale your agency without scaling your headcount.
Start with a free Klaviyo audit on your first client account. See Retain in action before you commit. No credit card.
No CC, no commitment, cancel in 1 click. EU data, GDPR.