Which plan do I need for Clients, reports, portals, Ring Proof and Review Guard?

What needs Agency Pro or Agency Empire

Promote To Client on a won deal creates the client. Once a deal is a client, its page gives you:

• Monthly client reports, built each month or straight away with Build This Month's Report.
• The Client Portal, a live page branded to your agency, with a Download PDF button for your client.
• Review Guard, which watches the client's Google reviews and emails you when a new review of 3 stars or fewer appears.
• Upsell Radar, which flags new problems a monthly report finds that the services the client already buys do not cover.
• Retainer Billing, where Create Retainer Payment Link (Copies To Clipboard) sets up the monthly retainer in your own Stripe account.
• Ring Proof tracking numbers, added with Get Tracking Number.

Retainer payment links are made from a client's page, so they need Agency Pro or Agency Empire too. On Starter and Agency you can still take a one-off deposit or full payment when a prospect accepts a proposal, with Accept-to-Pay.

What you see on Starter or Agency

The Clients page opens on every plan and shows No clients yet until you promote a deal. Clicking Promote To Client on a won deal puts this message under the button in red: This is an Agency Pro feature. Upgrade in Settings for Client Command, Outreach Autopilot, White Label, and team seats.

A small purple Pro badge marks the call tracking cards: Call Tracking in Settings, and Ring Proof on a client's page. You will see the same badge on other Agency Pro cards in Settings. You can connect your own Twilio account with Connect Twilio on any plan, but Get Tracking Number needs Agency Pro or Agency Empire.

What works on every plan

• The Fulfill on Legiit: sell it, outsource it, keep the margin service cards on a lead.
• The Fulfillment Bridge: deal won, now outsource the work box on a won deal.
• Placing Legiit orders from Order On Legiit From Here, and Mark Ordered on Legiit.
• Delivery Autopilot, which re-checks the client's live site once the work is ordered.
• The before and after delivery page, shared with Copy Client Delivery Page.
• The $50 first-fulfillment credit.

Good to know

• Your client never needs a plan or a login to open their portal. It is a link you send them.
• Once you are on Agency Pro or Agency Empire, its features work during that plan's 7 day free trial and while a payment is past due. A trial on Starter or Agency does not unlock them. Agency Empire includes everything in Agency Pro.
• Lifetime accounts are not on Agency Pro, so they cannot promote clients. Lifetime accounts have no Switch Plan (Prorated Instantly) row in Settings, so email help@legiit.com to move onto Agency Pro. See I have a Lifetime or older plan.
• If you are on Starter or Agency, use Switch Plan (Prorated Instantly) under Your Plan in Settings to upgrade. See How do I upgrade, downgrade or switch between monthly and annual?
• A team seat rides the account owner's plan and has no plan buttons: Your Plan reads Your plan is managed by the account owner. An account sold to you by a provider reads Your plan is billed by your provider. Contact them to change or cancel. In both cases, ask whoever owns the account to move it onto Agency Pro.