Your agency pipeline shouldn't depend on referrals.
AI calling + email that fills your calendar — and bills clients from the same dashboard.
Built for agency operations
→ Lead generation for yourself
Use ClinchRev's AI calling to fill your own pipeline with qualified prospect meetings. Stop depending on inbound and referrals.
→ White-label outbound for clients
Run AI calling and email campaigns for your clients under your brand. Scale plan includes a white-label portal your clients log into.
→ Billing clients automatically
Stripe subscriptions + one-off invoices + customer portal — bill clients from the same dashboard you use for campaigns.
→ Managing multiple client accounts
Workspaces, team roles, and per-client CRM — keep every client's data completely separate.
The agency stack, simplified
Most agencies are paying for 5–6 separate tools and still manually copying data between them. ClinchRev consolidates everything into one workspace — with one bill, one login, and one place to see the full picture per client.
| Need | Before ClinchRev | With ClinchRev |
|---|---|---|
| Outbound calling | Aircall / Dialpad ($60+/seat) | Built in (AI) |
| Email sequences | Apollo / Instantly ($99+/mo) | Built in |
| Client CRM | HubSpot / Pipedrive ($50+/mo) | Built in, per-client workspaces |
| Client invoicing | Stripe + custom portal | Built in, Stripe-powered |
| Client login portal | Custom build or separate tool | Built in (Scale plan, white-label) |
| Call recordings | Separate storage/compliance tool | Built in, 7yr retention |
| Combined cost | ~$800–$1,500/mo per client | $149–$899/mo all clients |
How white-label works for agencies
The Scale plan includes a fully branded client portal. Your clients get their own login — on your domain, with your logo — where they can see real-time campaign stats, call recordings, booked meetings, and invoices. They never know the underlying platform is ClinchRev.
Your brand, your domain
Custom subdomain (reports.youragency.com) with your logo and color scheme.
Live campaign dashboards
Clients see calls made, connects, meetings booked, and email open rates in real time.
Client billing included
Send invoices and set up recurring billing from the same platform — clients pay through a branded portal.
Multi-workspace for multi-client agencies
Each client gets their own isolated workspace. Leads, campaigns, phone numbers, CRM data, and call recordings are completely separate. Your team can switch between workspaces in one click. Role-based permissions let you control exactly what each team member can see and do per client.
✓ Unlimited client workspaces
Scale plan supports unlimited separate client environments with no data bleed-through.
✓ Role-based team access
Add team members as admins, managers, or agents — each with configurable permissions per workspace.
✓ Per-client phone numbers
Each client campaign runs on its own dedicated phone number for clean attribution and compliance.
✓ Centralized team view
Agency admins can see cross-workspace analytics — total calls, meetings booked, revenue — without switching accounts.
How agencies use ClinchRev to grow month over month
Most agencies that adopt ClinchRev follow a predictable three-phase growth path — from fixing their own pipeline to building a recurring service revenue base.
Fill your own pipeline
Most agencies start here. Use AI calling and email sequences to book your own new client meetings. Turn your pipeline from referral-dependent to outbound-driven in 2–4 weeks. You control the volume — dial up activity when you need clients, dial back when you're at capacity.
Agencies using ClinchRev for self-prospecting report booking 4–10 new client discovery calls per week within the first month.
Deliver outbound as a service for clients
Once your own pipeline is healthy, start selling outbound as a productized service. Run AI calling and email campaigns for clients inside their dedicated CRM workspaces. White-label the reporting portal under your brand. Charge $2,000–$5,000/month per client for AI-powered outbound as a fully managed service.
Agencies typically close their first outbound-as-a-service client within 30 days of building their own pipeline proof-of-concept.
Build a recurring revenue base
Use ClinchRev's built-in Stripe billing to put clients on monthly retainers. Subscription billing combined with automated outbound delivery creates predictable agency revenue that doesn't require constant re-selling. You deliver the results; the billing runs itself.
The average ClinchRev agency adds $8,000–$15,000/month in retainer MRR within 90 days of launching outbound-as-a-service.
Frequently asked questions
Can I run campaigns for multiple clients from one account?+
Yes. Pro and Scale plans include multi-workspace support. Each client gets a separate workspace with isolated data. Your team manages everything from a single login.
Does ClinchRev support white-label?+
The Scale plan includes a white-label client portal. Your clients log in under your brand — your domain, your logo — to see campaign stats, recordings, and invoices. They never see 'ClinchRev'.
Can I bill my clients through ClinchRev?+
Yes. Built-in Stripe integration lets you send invoices, create subscriptions, and offer a self-service billing portal — all from the same dashboard you use for campaigns.
What tools does ClinchRev replace for agencies?+
Typically: Aircall or Dialpad (calling), Apollo or Instantly (email), HubSpot or Pipedrive (CRM), and Stripe + custom portal (billing). Most agencies save $600–$1,200/month.
How many team seats are included?+
Growth includes 3 seats, Pro includes 10, Scale includes unlimited. You can also buy additional seats on Growth and Pro plans.
Common objections agencies have — answered
Our clients want to see call recordings and results. Can they?+
Yes. Each client workspace has its own portal. On Scale plans, clients log in under your brand to see call recordings, connect rates, meetings booked, and email performance in real time.
We already use HubSpot for our clients — can ClinchRev connect to it?+
Yes. ClinchRev has a native two-way HubSpot sync. Call outcomes, lead status updates, and email activity sync automatically. You can also export everything to CSV if you use a different CRM.
What if a client wants to cancel?+
ClinchRev is month-to-month. You can pause or cancel a client's workspace at any time without a penalty. You own the data and can export before canceling.
Can we set up campaigns ourselves, or does the client need to be involved?+
You control everything. Clients never need to touch the platform unless you want them to (e.g., the Scale plan portal for visibility). Most agencies set up campaigns internally and just share results with clients.
How long does it take to onboard a new client?+
A new client workspace takes 15–30 minutes to set up: create the workspace, import their lead list, paste their call script, assign a phone number, and launch the first campaign. No developer needed.
Stop losing clients to tool chaos
One dashboard for prospecting, delivery, and billing. 20 free AI minutes to test the platform.