Agency FAQ
VertaFlow for marketing agencies: your questions
The questions agency teams actually ask before they switch — pricing, migration, seats, and how the workflow fits.
Marketing Agencies questions
› Can I migrate from HubSpot, Pipedrive, or Copper?
Yes. CSV import on day one. We will help you map custom fields and contact owners. Most agencies are fully migrated within a week.
› Does white-label work on a custom subdomain?
On the Reseller plan you point a CNAME to us and your clients see portal.youragency.com with your favicon, logo, and email sender domain.
› How do retainers and project work coexist?
Each client can have any mix of active retainers and one-off projects. Hours, invoices, and deliverables roll up at the client level.
› Do my freelancers need their own seat?
Only if they need full access. Add freelancers as read-only guests scoped to specific projects at no charge — they see only what you grant them. If a freelancer needs a full editing seat, it’s a flat $15/mo, the same as any other seat.
› How does scope tracking actually work?
You set monthly hour budgets per retainer. Logged time rolls up; at 80% and 100% the account manager gets a notification with which deliverables consumed the hours.
› Can I send proposals from VertaFlow directly?
Yes. Build SOW templates with your branding, merge client fields, and send for e-signature — the signed PDF attaches to the deal automatically.
› What does the client portal look like to my client?
Clean dashboard with active projects, pending approvals, recent reports, and an invoice history. Your brand, your domain. They never see VertaFlow.
› Is there an API for our reporting pipeline?
Yes — REST API and webhooks on Pro and above. Pipe data into Looker, Metabase, or your internal warehouse.