One login for every client
Separate client workspaces, approvals, white-label reports and your own brand — so you can grow your agency without growing your tools.
Email marketing for agencies
Running email for ten clients usually means ten logins, ten invoices and a spreadsheet to remember whose domain is verified. MailNesto gives an agency one account with a workspace for each client. Each client’s contacts, templates, sender, domains and reports stay separate, and you move between them from one list that shows how every client is doing.
The things that cause friction in agency work are built in: allowances so one client can’t use up your month’s sending, approvals so nothing goes out without sign-off, roles so a junior writer can draft but not send, and white-label so the app and public pages carry your brand instead of ours.
Clients can be as involved as they like. Some never log in and simply read the monthly report you schedule for them. Others have their own seats, approve campaigns themselves and manage their own contacts. The same setup handles both.
The problems we solve
A different login and invoice for every client.
Campaigns go out without sign-off — or late.
Hours spent building client reports by hand.
What works for agencies
Client workspaces
Each client gets their own contacts, campaigns and team — switch in one click.
Approval workflows
Clients review and approve campaigns before they send.
White-label
Your product name, colours, support email and app address on the app and public pages.
Shareable reports
Live report links and scheduled summaries for every client.
A workspace and an allowance for every client
Add a client and MailNesto creates a separate workspace with its own contacts, lists, templates, automations and sending domain. You become its owner, and agency owners and admins who aren’t members yet can join any client in one click. Client workspaces can’t have clients of their own, which keeps the structure simple: your agency on top, clients underneath.
Allowances put a ceiling on each client within your own plan: a contact allowance and a monthly email allowance. Leave them empty and your plan’s limits apply. Emails sent by every client count towards your plan’s monthly total, so allowances stop one client’s surprise send from eating into everyone else’s month, and give you a clear basis for what you charge each client.
The Clients page is your morning check. For every client it shows contacts and this month’s emails against the allowance, the last campaign and when it went, the 30-day open rate, sending health and how many campaigns are waiting for approval.
- Separate contacts, templates, automations and domains per client
- Contact and monthly email allowances per client
- One-click switching between workspaces
- Health, usage and pending approvals for every client on one page
- Client list export as CSV
Roles and approvals that match how you work
Everyone in a workspace has a role. Owners can do everything, including billing. Admins can do everything except manage owners. Marketers create and send campaigns, automations and forms. Developers manage API keys and webhooks but can’t send campaigns. Analysts can read reports, contacts and campaigns without changing anything. If none of these fit, create up to 20 custom roles per workspace with no access, view or edit for each area.
With approvals on, a marketer’s “Send” becomes a request. Owners and admins of that workspace are notified in the app and by email, review the campaign, and either approve it, so it sends or schedules exactly as requested, or send it back with a comment saying what to change. The campaign returns to draft with that comment, ready to fix and resubmit. New client workspaces start with approvals switched on.
Who approves is your choice. Make your account lead an admin and the client’s team marketers, and the agency signs off on everything the client writes. Or reverse it: your writers are marketers, the client’s marketing head is an admin, and the client signs off on everything you write. An audit log records who changed what, in the app or through the API.
- Owner, Admin, Marketer, Developer and Analyst roles
- Up to 20 custom roles per workspace
- Approve, or reject with a comment, and the requester is told
- Approval requests by email and in the app
- Audit log of every change
Your brand on the app and every public page
With white-label, you set the product name, up to three logo letters, an accent colour and a support email. These replace ours across the app and on the pages subscribers see, such as sign-up forms, the preference centre and unsubscribe pages, and you can hide the “Powered by” line altogether. Client workspaces inherit your branding automatically.
Add an app address such as app.youragency.in by pointing a CNAME record at us. Once it verifies, the whole app (sign-in, dashboard and API) is served on your domain with an HTTPS certificate issued automatically. Clients sign in at your address and see your name throughout.
- Product name, logo letters, accent colour and support email
- Hide “Powered by” on forms, preference centre and unsubscribe pages
- Your own app address with automatic HTTPS
- Branding inherited by every client workspace
Reports that send themselves
Any campaign report can be shared as a read-only link showing delivered, open rate, click rate, unsubscribes, bounces, the timeline, links and devices. It contains no contact data, so it is safe to forward to a client’s director, and you can turn the link off whenever you like.
For the regular update, schedule a report email weekly or monthly to up to 20 people. Choose the sections (summary, campaigns, audience, revenue and deliverability), preview it, and send a copy to yourself first. A restaurant group in Kochi might get a monthly summary on the 1st, while an online brand might want revenue every Monday.
- Shareable read-only campaign reports
- Weekly or monthly report emails to up to 20 recipients
- Revenue and deliverability sections for store clients
- AI report summaries and campaign comparison
Each client’s sending, kept apart
Each client sends from their own domain, authenticated with SPF, DKIM and DMARC records added once to their DNS. The workspace runs live checks, so you can tell the client’s IT contact exactly which record is missing instead of forwarding a generic guide.
Bounces and complaints are tracked per workspace. If one client imports an old list and their complaint rate climbs, it appears on the Clients page as a health warning, and a sending pause applies to that workspace only. Larger clients can also connect their own sending service, such as Amazon SES, SendGrid, Mailgun, Postmark or ZeptoMail, inside their workspace.
- Guided SPF, DKIM and DMARC setup per client
- Sending health and pause status per workspace
- Warm-up for new client domains
- Each client’s own sending service, if they have one
Onboard a new client without inheriting their mess
Most new clients arrive with a spreadsheet exported from somewhere else. Import it as CSV or Excel, map the columns to fields, and existing contacts are updated instead of duplicated. Before the first send, run list verification to remove invalid addresses and flag risky ones; it is the cheapest protection for a domain you have just started warming up.
Then set up the basics in their workspace: a sign-up form for their website, a welcome series from the recipes and a preference centre so subscribers can choose topics instead of leaving. Most of this is the same for every client, so once you have done it well, each new client takes far less time than the last.
- CSV, Excel or paste, with column mapping
- Scheduled imports from a URL or database
- List verification before the first campaign
- HTML and .zip template import from other tools
A month of emails, worked through
An example plan you can copy and adjust — every step uses features and recipes that are in MailNesto today.
- Day 1
Add a new client, a Pune real-estate developer, with a 10,000-contact and 40,000-email monthly allowance; approvals stay on. Invite their marketing head as Admin and your writer as Marketer.
- Day 2
Add the client’s sending domain and send the DNS records to their IT contact. Set up a branded tracking domain at the same time.
- Day 4
Import their spreadsheet of past enquiries, map the columns and run list verification. Leave out invalid and risky addresses.
- Day 5
Publish a pop-up form on the project website and switch on the Welcome series recipe for the new list.
- Week 2
First campaign, a site-visit invitation, to the 2,000 most recently active contacts only, while the domain warms up. Your writer submits it and the client’s Admin approves it from the email notification.
- Week 3
Second campaign to the wider list, with conditional blocks showing each project to the city it is in. The client rejects the first draft with a comment about pricing; your writer fixes it and resubmits.
- Week 3
Turn on Demo or quote request so every enquiry tagged “demo-request” alerts the client’s sales team and gets a confirmation email.
- Week 4
Share read-only report links for both campaigns on your monthly call.
- 1st of next month
The scheduled monthly report, with summary, campaigns and deliverability, reaches the client and your account lead automatically.
Start with these automations
Recipes come with finished emails — change anything before you switch them on.
The numbers that matter for agencies
Clients near their allowance need a conversation about volume or price before the month ends, not after a send is blocked.
A queue that sits for days means missed send dates. Watch the count on the Clients page and chase approvers early.
Compared across clients, it shows who needs fresh content or a list clean-up, and who is ready for more ambitious campaigns.
These protect the client’s domain. A rise straight after an import is the cue to verify the list before the next send.
Clients who go quiet tend to question the retainer. The last-campaign column makes dormant accounts obvious.
For store clients, attributed revenue in rupees is the number that justifies your fee in a monthly review.
Questions from agencies
Can a client log in and see only their own workspace?
Yes. Invite the client’s team to their workspace only. They see their own contacts, campaigns and reports, never your other clients, and a note tells them the workspace is managed by your agency.
How many client workspaces can I run?
It depends on your plan; see pricing for the current limits. The Clients page shows how many you are using out of your plan’s total.
Do emails sent by clients count against my plan?
Yes. Every client workspace’s emails count towards your plan’s monthly allowance. Set an allowance per client to cap how much of it each one can use.
What do clients see when white-label is on?
Your product name, logo letters and colour in the app, your app address if you set one, and your support email. Their subscribers see the client’s own sender and domain, and no “Powered by” line if you hide it.
Is a rejected campaign lost?
No. It returns to draft with the reviewer’s comment attached and the requester is notified. They make the changes and submit it again for approval.
Can I bring a client’s existing templates across?
Yes. Upload the design as a .zip with its images or as a single .html file. Images move into the client’s media library and the template stays editable.