Agency model
You get one Enterprise parent account and a separate sub-account for each client. Each client's data stays fully separate, and you get one bill and one combined report. The model suits agencies, consulting firms and any organization running more than one program.
Who this is for
Four kinds of customers use it most. Each gets one parent account, a sub-account for each client, separate data in each workspace (a private account area with its own contacts and settings) and one bill.
/01
Your office runs five state house races and a county chair race. Each candidate gets a separate sub-account with their own pipeline (a board of stages showing where each contact stands) and walk lists (the addresses volunteers visit).
/02
You work with several clients across several election cycles. Volunteers from one campaign never see another campaign's contacts, and the parent account shows each client's totals.
/03
You handle lead generation, email and pipelines for a group of small business clients. Each client's contact list stays separate, and the parent account shows each client's totals.
/04
You provide part-time revenue operations or outsourced sales development teams for several companies. Each company's pipeline stays in its own workspace, and the parent account shows each company's totals.
How it works
The agency model is built into how CoreCNX stores data. Every database table is filtered by account ID, so sub-accounts cannot see each other's contacts, pipelines or activity, even by accident. The parent account sees only a short summary of each one: its contact count and recent activity.
/01, SCOPE
Decide what each client needs, such as a contact list, a pipeline, texting (SMS) or a website chatbot, and which suite products each sub-account will use. CoreCNX Enterprise plus the agency add-on covers the parent account.
/02, CREATE
One click creates a sub-account with its own contact database, pipeline and users. Default pipeline stages (political or commercial) are filled in automatically based on the client's industry. You can invite client staff to the workspace if you want.
/03, REPORT
The parent view lists every sub-account with its contact count, its activity over the last 30 days and the date of its most recent activity. You receive one bill at the end of the month.
Agency add-on pricing
The parent account uses CoreCNX Enterprise ($499/mo), plus a flat monthly fee for each active sub-account. Annual billing on the parent account gives you the discounted sub-account rate. There are no per-user fees inside sub-accounts and no setup fee.
Common questions
If your question is not answered here, send us a note and someone will reply the same day.
Every record in CoreCNX (contacts, activity, pipeline stages, tags, custom fields and email campaigns) is labeled with an account ID, and the database checks that ID every time it looks up data. Each sub-account under the same agency parent is kept in its own workspace. A user logged into client A's sub-account cannot read, search or export client B's contacts. The parent account can see each sub-account's totals, but it does not merge their data into a single contact list.
The parent account pays. One credit card on file at the agency level covers the Enterprise plan and every sub-account add-on. Sub-accounts do not see billing screens and are not charged. Most agencies bill the CoreCNX cost back to clients as part of a monthly retainer, and some include it in a flat fee. That choice is yours. We send one invoice to one place at the end of each month.
Not as a standard feature. Full white-label service, in which your logo replaces CoreCNX branding inside the app, is a custom arrangement for agencies above a set number of sub-accounts. Send us a note if this matters to you, and we will discuss the details.
Yes. We never withhold contact data. You can export a sub-account's contacts to a CSV (spreadsheet) file at any time, with their tags, custom fields and an optional summary of each contact's activity. If a client wants to leave the agency and use CoreCNX on their own, we will separate the sub-account from the parent and convert it into its own billed account. The client keeps every record, and the agency stops paying for it. Nothing is deleted, and there is no export fee.
Manage every client
Start a 14-day trial, then move to Enterprise to add sub-accounts and see each one's totals from the parent account. If you would like, we will set up the first sub-account with you on a 30-minute call.