Reselling Callingly with An Agency Plan

Primarily geared toward marketing agencies or other companies wanting to offer Callingly’s services to their clients, our Agency plan provides access to a client management panel where you set up and manage separate accounts for each of your customers.

Costs & Billing

Agency accounts start at $249 per month and include ten users. Each additional user is $25 per month. We only charge per user — no client account fees here! So whether you have 100 clients with one user each or one client with 100 users, the cost is the same for you.

Remember that we charge $3 per phone number per month — the more clients you have, the more phone numbers you’ll likely need to pay for. Just be sure to factor that in when you’re working out your fee schedule for your clients.

We bill you → you bill them.

Callingly will not interact with your clients directly, so there won’t be any confusion about who’s running the show — you! That means we bill you, and you bill them, leaving you in complete control of what you charge them.

What’s Included in the Agency Plan?

The Agency plan allows you to customize our services as your own through a client dashboard so that your client’s accounts are seperate from your own and any other client's.

Using The Client Dashboard

The client dashboard allows you to create separate, isolated sub-accounts for each of your customers. On the client dashboard, you can: 1 add new clients,2enable/disable clients, 3 log in as the client, 4edit client information, 5or delete clients. You can also see the total number of active users in your sub-accounts to quickly know how many users you’ll be billed for that month.

Add a new client

To add a new client to your account from the Client dashboard:

1.

Click the New Client button in the top right corner.

2.

Add the client’s details. You can add the account owner’s first and last name, email address, company name, phone number, company logo, primary company color, and a temporary password.

3.

Check or uncheck the Send email notifications box based on whether you’d like the client to see notifications pertinent to leads.

4.

Click the Create Client button when you’re finished.

The client will receive an email with their new account information within a few minutes.

Edit client information

To edit an existing client from the Client dashboard:

1.

Click the editEdit button next to the client you’d like to edit.

2.

Edit the client’s details. You can edit the account owner's first and last name, email address, company name, logo, and primary company color.

3.

Press the Update Client button when you’re finished.

Enabling/Disabling clients

Perhaps your client needs to catch up on payments, and you need to get their attention. Or maybe they’re suspending services with the intent of coming back. You don’t want to be billed for something they aren’t paying you for, but you don’t want to remove all their account information.

In situations like these, we recommend disabling the account. Doing so will prevent your client from being able to log in to their account and you from being billed for their Users. Once they’re ready to resume services, re-enable the account.

To disable or enable an account from your Client dashboard, click the enabled toggle for the correct client. The client is enabled when the toggle is switched to the right and blue. Switched to the left, and gray means they’re disabled.

Login as a client

If your client contacts you needing help setting up or troubleshooting something in their account, you can log in to Callingly as them. To log in as your client from yourClient dashboard:

1.

Click the Login as Client button next to the name of the client you’d like to work with. The page will immediately redirect to the Dashboard of your client’s account. From here, you can freely navigate through their account.

To return to your own account:

1.

Click the account owner’s name in the lower left corner.

2.

Click your business name to return to your account when you're finished.

Delete clients

If you accidentally added a client or have no intention of working together again, you can delete them from the system. To do so, on the Client dashboard, click the deletered trash can button next to the client’s details. Confirm the deletion in the pop-up message.

User count

Since you’re billed per User, we provide a count so that you can quickly know how many Users you’re paying for each month. This number is found on the client dashboard, and it’s the total of all your client accounts' users.

To see this, navigate to the client dashboard and scroll to the bottom of the client list. The number is in the bottom left corner.

Common Questions

Will my clients know I’m using Callingly to provide services to them?

Nope! Unless you want them to, your clients can just use Callingly on the phone and never log into the Callingly-branded dashboard.

How do I bill my clients for Callingly services?

Callingly stays out of the billing process between you and your customers. We suggest monthly charges based on users or usage, but that is your choice. You’ll need to issue invoices to them or set up a payment portal outside of Callingly to collect payments.

What do I do if my client needs technical support?

We provide you with the ability to login to your client’s accounts and complete documentation of our platform. This combination allows you to support your clients as quickly as possible because you can see what they’re experiencing and research ways to help them without Callingly’s involvement.

Of course, if you still can’t find the answers to their questions or they’re experiencing something unintended, you can still come to us. We’ll help you so you can help your clients.

My client is behind on their payment to me. What can I do?

You can disable their account until they catch up. This will prevent them from being able to login and use further services. Once they’re caught up on payments, you can re-enable the account.