One Dashboard for Every Client Store: Converlay’s Agency Portal Is Live

Running conversion tracking for one Shopify store is a solved problem. Running it for fifteen client stores at once is a different job entirely: the same destination setup gets repeated store by store, nobody notices a client's Meta feed went quiet until the client emails asking why their ads look worse this month, and every report you send out has Converlay's name on it instead of your agency's. Converlay's agency portal exists to close that gap, and with v2.41.0 it's finished—seats, white-label branding, and the billing to match all actually work now.

One Login, Every Client Store

An agency account links to each client's Shopify store the way it should: the store owner approves the connection from inside their own Converlay app, the same place they'd revoke it later with no support ticket required. Once linked, that store shows up in a single portfolio view—plan, usage, tracking health, and open alerts for every client at once, instead of fifteen separate admin logins to check one at a time. A store that stops reporting conversions now surfaces on your dashboard before the client notices, not after.

Configure Once, Apply to the Whole Portfolio

The repetitive part of agency work was always destination setup: the same Meta, GA4, and TikTok configuration, clicked through in the same order, for every new client store. The portal now saves a destination setup as a template and applies it across stores in bulk. Credentials stay encrypted at rest, and a bulk apply is built to never overwrite a store's own server-managed OAuth connection—so rolling a template out to twenty stores can't quietly break the one store that already had a working direct integration.

Reports That Carry Your Name, Not Ours

Client reporting is the other half of the job, and it's the part clients actually see. Agency reports now render with your agency's name, logo, and brand colors instead of Converlay's. On the Growth and Scale plans the Converlay credit comes off the report entirely, and on Scale the whole portal can be served on your own domain—so a client opening their tracking dashboard never sees a Converlay URL at all. None of that was optional cosmetics; for an agency selling tracking as part of its own service, an unbranded report undersells the work.

Real Seats, Not One Shared Login

Agencies run as teams, and the portal now does too. You can invite teammates with owner, admin, or member roles, so everyone works from the same client list on their own login instead of passing around one shared password. Seat limits scale with plan—2 seats on Starter, 10 on Growth, unlimited on Scale—and billing tracks what's actually in use rather than a number nobody enforces.

Plans Built for Portfolio Size, Not Event Volume

Agency plans are billed separately from the Shopify app plans your individual clients are already on—each store keeps its own Converlay subscription for its own event volume, and the agency plan covers the portal, the templates, and the reporting layer on top:

• Agency Starter — $199/mo for up to 10 client stores and 2 team seats. Built for a first handful of clients.
• Agency Growth — $499/mo for up to 50 client stores and 10 seats, adding white-label client reports.
• Agency Scale — $999/mo for up to 200 client stores, unlimited seats, white-label reports, and the portal on your own domain.

Every plan starts with a 14-day free trial, and sign-in is through Google—no separate password to hand out to a team.

Clients Stay in Control the Whole Time

None of this works unless a client trusts it, so access only ever moves one direction: an agency sends an invitation, the store owner approves it from inside the Converlay app they already installed, and that same screen revokes it instantly if the relationship ends. Converlay never grants access on an agency's say-so alone—that's what makes accepting an agency link a reasonable thing for a merchant to do in the first place, and what keeps a former client's data out of a former agency's dashboard the moment access is pulled.

Why This Matters

An agency's actual product is trust: clients pay to not have to think about whether their ad platforms are getting accurate numbers. A portal that makes portfolio-wide health visible at a glance, turns a day of repetitive destination setup into a template applied in minutes, and puts the agency's own brand on every report it sends is the difference between selling that trust convincingly and just promising it. Converlay connects each client's Shopify store to 26 destinations via server-side event delivery—the agency portal is how that scales past one store at a time.

Open the agency portal to start a 14-day trial, or install Converlay from the Shopify App Store on a single client store first to see the setup before rolling it out to the rest of your portfolio.