Considering a New CRM for Your Marketing Agency?
See how 1stContact.ai fits how your agency actually operates, what moving your client accounts would involve, and whether a switch makes sense. We do the technical work, so your team stays on client strategy instead of onboarding, training and support. One CRM, every client account, one place to work from.
Agency plan: $997/mo or $798/mo billed annually · No setup fee · Unlimited white-label sub-accounts
What we do on the agency demo
Review your current setup
What you run today, how your client accounts are organized, and what is working.
See the relevant features
White-label CRM sub-accounts, the AI employee, automations and reporting, shown against your workflow.
Decide if a move makes sense
We tell you what would transfer, what would be rebuilt, and what it would take.
What would improve for your agency
Switching only makes sense if the day-to-day gets easier and the margin gets better. Here is what actually changes.
Your brand, not ours
The Agency plan includes unlimited white-label sub-accounts with your own brand name, unlimited users and unlimited contacts. Your clients see your agency.
Done-for-you implementation
We build each client sub-account: phone numbers, email domains, funnels, forms, calendars and the automations that make them work.
We absorb onboarding, training and support
Your clients are trained by us, and their support questions go to our 24/7 team plus live video call support, not your inbox.
Business guidance included
The Agency plan adds 4 hours of business coaching and 2 hours of consulting every month, so you get help on offers, pricing and follow-up, not just software.
An AI employee on every client account
Voice AI answers calls 24/7, qualifies leads, books appointments and follows up by SMS and email, so your clients stop losing after-hours enquiries.
One predictable flat price
$997/mo, or $798/mo billed annually, with no setup fee. Unlimited users and unlimited white-label sub-accounts instead of per-seat charges.
What switching actually involves
No "everything transfers instantly" promises. Here are the six questions agency owners ask us, answered plainly.
What would improve for my agency?
Your clients get a working AI-powered CRM with an AI employee handling calls and follow-up. Your team stops doing software setup, client training and tech support, and the work moves to our team on a flat monthly price.
What can move over?
Contacts, pipeline stages, calendars, forms and funnels, email templates, automations and website content are the usual candidates. What transfers depends on the platform you are leaving, so we review your current setup on the demo and give you a written list of what moves and what does not.
What would need to be rebuilt?
Anything the source platform will not export cleanly, and anything that only exists inside their ecosystem. We tell you this before you commit rather than after, so you can decide whether the move is worth it.
Who handles the move?
We build the client accounts, connect numbers, domains and integrations, configure the AI and automations, and train your clients. Your agency supplies access, brand assets and the decisions about how each client should follow up.
What will it cost?
The Agency plan is $997/mo, or $798/mo billed annually, with no setup fee and unlimited white-label sub-accounts. Usage-based items are published on our usage fees page, and we confirm any move-specific work with you before it starts.
What happens after we switch?
You keep a team behind you: 24/7 support plus live video call support, done-for-you onboarding and campaign help, and 4 hours of business coaching plus 2 hours of consulting each month.
Our team handles
- Build and brand every client sub-account
- Connect numbers, email domains, integrations and automations
- Configure and train the AI employee for each client
- Train your client and their staff on the platform
- Answer day-to-day support and troubleshooting questions
Your agency handles
- Give us access to the tools you are leaving
- Share brand assets and client priorities
- Approve how each client should follow up
- Own the client relationship and strategy
Or $798/mo billed annually. No setup fee, no per-seat charges.
- Unlimited white-label sub-accounts with your own brand name
- Unlimited users and unlimited contacts
- Voice AI assistant and conversation AI chatbot
- 24/7 support plus live video call support
- Done-for-you onboarding, social media and email campaigns
- 4 hours of business coaching and 2 hours of consulting every month
- Automated AI cold outreach and free A2P text registration
- No setup fee
Usage-based items are published on our usage fees page.
What happens after you switch
The move is the easy part. The point is that the software stops being your agency's job.
- Your clients are trained by our team, not by your account managers
- Support questions route to us, including live video calls when something is urgent
- We keep building and adjusting campaigns alongside you each month
- You get coaching and consulting hours you can use on your own agency
- Adding a new client means handing us the details, not starting from a blank account
Move-specific work, including what transfers from your current platform, is confirmed with you on the demo before anything starts.
Find out what a move would actually take
Bring your current setup to the call. We will show you the platform, tell you what transfers, and be straight with you about whether switching is worth it. You will also see how the CRM runs your client accounts day to day.