HeldSway
Built for Agencies

For agencies

Manage every client program from one workspace, billed once.

HeldSway started inside a creative agency, so the multi-client surface was not bolted on — it is the way the product is built. Spin up programs per client, white-label each one to that brand, manage seats by role, and bill the agency centrally. Available on the Custom plan.

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  • Multi-program · multi-client
  • Per-client white-label
  • Agency-billed, single invoice

Sound familiar?

Most affiliate platforms charge you per client.

  • You pay per workspace, per client

    Six clients × $129/month each = $9,288/year before any program has earned a dollar. Margins evaporate.

  • White-label is gated to top tiers

    Each client wants a portal that looks like their brand, not yours or your platform's. So you upgrade six times — or apologize six times.

  • Roles and seats are inflexible

    You want a designer with read-only access to assets but no view on commissions. Most platforms only do "admin" or "user".

  • Reporting is per-program, not portfolio

    You want to see all six clients on one dashboard. Most tools require six logins and six exports.

How HeldSway helps

Built for the way agencies actually work.

  • Multi-program workspace

    Spin up a new program in 60 seconds. Each program has its own affiliates, rules, branding, and reports — all under one agency login.

  • Per-client white-label

    Each program runs on its own subdomain (partners.client-a.com, partners.client-b.com), with that client's logo, colors, and copy. No cross-contamination.

  • Role-based seats

    Owner · Admin · Manager · Viewer · Designer. Permissions per program. Add a freelancer to one client without exposing your full portfolio.

  • One invoice for the agency

    You bill the agency, not each client. Markup if you want to, or pass through at cost — your call.

  • Portfolio-wide dashboard

    See every client program on one screen. Sort by net revenue, churn, or fraud rate. Spot the laggard before the QBR.

  • Migration assistance

    Custom plans include hands-on migration from Tapfiliate, FirstPromoter, Refersion, Rewardful, and Post Affiliate Pro. Same agency that built HeldSway.

A typical agency setup

Five clients live by end of week one.

  1. 01

    Spin up your first program

    Create a workspace, add the first client as a program, set their commission rules, point a CNAME at partners.<theirbrand>.com.

  2. 02

    Invite the team

    Add account managers as Managers, designers as Designers (asset-only), the client themselves as Viewers. Permissions per program.

  3. 03

    Clone the setup for client #2

    Use the program template feature to clone the rule set, the email templates, and the branding skeleton. Tweak the colors. Five clients live by Friday.

Built on these features

Stop paying $129 × six clients.

Custom-tier plans start at $199/month total — for unlimited programs and seats. Annual contracts include migration help.

Talk to the teamSee pricing