The CRM agency
operating system.
AI audit per client, automated reporting, quantified opportunities, 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 Intelligence: your agency cockpit.
One platform for multi-brand piloting: audit, opportunities quantified in $, reporting. 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 Coming soon
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 Coming soon
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 Coming soon
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 89/month per brand. Volume discount past your first brand.
Intelligence is the plan for agencies piloting multiple Klaviyo clients: audit, opportunities, reporting.
| Brands managed | Retain Intelligence | Avg. EUR/brand | % of what you bill* |
|---|---|---|---|
| 3 brands | €247/month | €82 | ≈ 5% |
| 5 brands | €398/month | €80 | ≈ 4% |
| 10 brands (sweet spot) | €758/month | €76 | ≈ 3-4% |
| 20 brands | €1,408/month | €70 | ≈ 2% |
| 40 brands | €2,708/month | €68 | ≈ 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, quantified opportunities, white-label reporting.
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 Intelligence plan: EUR 89 for the first brand, +EUR 79/brand for 2-4, +EUR 72 for 5-10, +EUR 65 from 11. For an agency running 10 clients, that’s EUR 758/month, or roughly EUR 76/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. 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? +
Execution features (briefs, production board, client review portal) are in development and not part of the current Intelligence plan. Today Retain covers the strategic layer: dashboard, audit, quantified recommendations, and exportable reports your team and clients work from.
Is there a free trial? +
Yes. Free signup, free unlimited Klaviyo audit per account. Then a 30-day trial on the Intelligence plan, no credit card required to start, cancel anytime.
Scale your agency without scaling your headcount.
Generate 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.