For full-service agencies
Your package already has it all. Now it has software too.
Website, ads, social and content you already deliver. With Bolten, your agency also delivers the system where the client handles leads, sells and tracks results: CRM, WhatsApp, AI, Conversions and Social Media, under your agency's brand.
No credit card · No setup · No fixed monthly fee
Why it makes sense for a full-service agency
- Everything in one place: the client's conversations, funnel, lead sources and social media on the same platform, under your brand.
- A bigger ticket without hiring: the software goes into the package as one more recurring deliverable.
- Clients who don't switch agencies easily: their day-to-day sales run on your agency's system.
- One template per niche: build one for clinics, another for real estate, and replicate them by link.
How Fly Rocket sells it
3-, 6- and 12-month projects with CRM and AI as the main deliverable and paid traffic as a bonus. A R$ 6,000 project pays for the platform with room to spare.
What goes into your agency's package
Turn on only what each client uses. The price follows.
Sales CRM
Kanban funnel, contacts, tasks and products, with AI-powered auto-fill.
Official API with coexistence: the client keeps using the app on their phone and the team handles conversations on the platform.
AI Agent
Answers 24/7 using the client's knowledge base and hands off to a human during business hours.
Conversions + Meta Ads
The source of every lead and every sale, with conversions sent to the Pixel.
Social Media
Scheduling, client approval and Instagram reports.
Help Desk
Service queue, assignees and the history of every conversation the client's team has.
How you deliver it
How you deliver it to each client
From a ready template to the monthly report.
Create one template per niche
Choose tools, funnel, fields and price. Clinics, real estate, retail: one template each, replicated by link.
Invite the client
They create their own login through the link and get everything ready, with a 7-day trial, on your agency's domain.
Set it up together
Connect WhatsApp and Instagram, build the AI prompt with Bolty and adjust the funnel in their project, without touching other clients.
Bring results to the report
Lead sources, sales by stage and Instagram metrics go into your agency's monthly meeting.
What your agency keeps
Sample full-service package
All products on, with 3 CRM users.
Platform cost
per client/monthYou charge the client (example)
US$ 147.00
Your margin
US$ 113.00
per client, every month
Example in the model where you bill the client, using Bolten's minimum prices. You set the final price. If you'd rather have Bolten bill (available in Brazil only for now), you keep 70% of the price (US$ 102.90 in this example).
Agencies that already put software in the package
“The easy, affordable entry point was the deciding factor for selling even to smaller clients. With one dental client we went from R$ 6k to R$ 30k — Bolten pays for itself.”
Fly Rocket · CRM + AI + paid traffic projects
R$ 6k→30k
client revenue in 45 days
8+
active clients
“I've used Bolten for almost a year as the agency's CRM. The pricing is competitive, the model makes sense and the simplicity lets me serve our whole base of performance clients well.”
Nonaka · Performance agency
60+
clients in the base
~1 year
using Bolten
Frequently asked questions
Can I customize one client without touching the others?
Yes. Each client has their own project. You adjust branding, tools, funnel and access for one client from your partner area. Template changes only apply to new clients.
Can I use my agency's domain?
Yes. The address youragency.bolten.io comes ready and you can use a subdomain of your own, like crm.youragency.com, with automatic HTTPS. The payment checkout carries your brand too.
How do I fit the software into my retainer?
In the model where you bill, Bolten charges you only the minimum for the active tools. You include the software in your agency contract, at whatever price you want.
What if the client asks for a new feature?
They can request new components in the project settings. You get the request by email and agree on the delivery with them.
Put software in your agency's package.
Set up the platform in minutes, create one template per niche and invite your first client.
No credit card · No setup · No fixed monthly fee