Twelve clients, one balance
Agency work is lumpy: one client runs three campaigns this month and another runs none. Cuvy gives the whole agency a single credit balance instead of a seat per client, so a quiet account costs nothing and a busy one draws from the same pool. Lists stay named after the search that made them and grouped under the client they belong to.
- Credit balances to manage
- One
- Charged per client
- Nothing
- A client month you do not use
- Rolls over
- Lists filed by
- Client, then search
50 addresses free every month · no card
The balance is the agency's, not the client's
Three rules, and between them they are most of the reason an agency changes tool.
- One workspace, every account
- Credits belong to the agency. A campaign that overruns draws on the same pool as one that finished under, so you rebalance by running the work rather than by moving licences between logins.
- A month a client sits out is not a month you lose
- Unused monthly credits carry into the next month, up to twice your allowance. Credits bought outright as a pack never expire at all, which is what makes a retainer with a slow winter workable.
- Nothing is charged for an account that ran nothing
- No per-client fee, no minimum per account, no seat to provision before somebody can open a list. Onboarding a client is a name on a list; offboarding one is not a cancellation.
From a brief to something you can invoice
- Named, not numbered
File the search under the client it belongs to
A list keeps the name of the search that made it and sits under the client it was run for. In month six that is the difference between reporting on the work and reconstructing it.
- No overage line
Price the run before it spends anything
Each run counts the people on the page and shows what it would cost against the shared balance first. If the balance would not cover it, the run pauses and asks rather than billing the difference.
- Their stack, not yours
Deliver into whatever the client uses
Export a CSV under the client name, or push straight into their HubSpot. Rows already in that CRM are removed on the way in.
- One number to pass on
Bill on people, not on lookups
A client month costs the number of people an address was handed over for. That is a figure you can put on your own invoice without a paragraph explaining what a lookup is.
What the top plan works out at
Priced for an agency, which means priced on volume rather than on how many logos are on the roster.
- 15,000
- addresses a month on the Scale plan
- $0.0066
- an address at that volume
- 5
- seats included, and none of them is a client
$99 a month for the agency, whether that is spread over three clients or fifteen.
The figure to carry into a per-lead cost when you price a retainer. It does not move with the number of accounts you spread it across.
A seat is somebody in your agency — a strategist, two researchers, whoever covers holiday. Twelve client lists do not need twelve of anything.
Per-seat, per-client tooling bills the same in a month nobody worked
The usual arrangement is a licence per client, or a seat per researcher per client, bought at the start of an engagement and renewed on a date that has nothing to do with whether the engagement is still busy. So an agency ends up paying all year for an account that ran one campaign in March, and finds out at renewal. The cost is not the tool; it is the gap between what was provisioned and what was used.
One balance closes that gap by making the unit of purchase a person found rather than a seat held. It also makes offboarding quiet: when a client leaves you stop running their searches, and nothing has to be cancelled, downgraded or argued about with a renewals team.
What it does not do is give the client a login. There is no white-label portal and no reseller tier — exports are plain files with nothing on them but the data, which most agencies deliver under their own cover note or push straight into the client's CRM. If you need something more than that, say so before you buy rather than after.
What agencies ask before moving a roster over
Can I keep one client's lists separate from another's?
Yes. Every list belongs to a client and carries the search it came from, so exports, history and spend read back per client rather than as one undifferentiated pile. What is shared is the credit balance underneath them, which is the part you want shared.
Do I need a seat for every client I run work for?
No. Seats are people in your agency. The Scale plan includes 5 of them and they all draw on the same balance, whether the agency is serving three clients that month or fifteen. Nothing about adding a client adds a licence.
A client paused for two months. What did that cost me?
Nothing per client, because there is no per-client fee. The credits you did not spend roll into the next month up to twice your monthly allowance, and any top-up pack you bought outright does not expire at all, so a slow quarter turns into a large month rather than into nothing.
Can I re-bill credits to the client?
The invoice comes to the agency, and what you charge the client is between you and them. The people-found count is the figure that passes on cleanly, whether you re-bill it or fold it into a retainer. There is no reseller programme and no margin scheme; if you need one, write to sales and say what shape it would have to be.
What stops a junior spending the whole balance on one account?
Three things. Every run shows its cost before it starts, a run that would pass the allowance pauses instead of continuing, and who may spend at all is a workspace setting rather than a convention. The team roles page has the detail.
Can the client log in and see their own lists?
Not today. There is no client-facing login and no white-label portal, and we would rather write that down than sell around it. What the client gets is the file, or the rows pushed into their own CRM under their own account.
50 addresses free every month · no card