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Agency / White-Label

NexaLink Agency Plan — Help Guide

Run your whole agency — and your clients — on white-labeled digital cards, with unlimited cards, a multi-org dashboard, and full reselling.

$599 founder · $1,199 retail · 250 seats · Premium

Who it's for

For agencies and resellers who manage NexaLink for multiple organizations or clients. Agency is the top plan: it includes everything in Pro and Business, plus unlimited cards, full white-label, a multi-org dashboard, and the ability to resell NexaLink to your clients. If you only need a single team, Business may be enough — but only Agency unlocks managing more than one organization and reselling.

What's included

  • Unlimited cards & all templatesCreate as many cards as you (and your clients) need, with access to every profession and design template.
  • Full white-labelRemove NexaLink branding from every card so the experience is 100% your agency's (or your client's) brand.
  • Unlimited custom domainsHost cards on your own and your clients' domains — Agency allows unlimited custom domains (Business is limited to 1).
  • Multi-org dashboard & resellingManage multiple organizations from one place and resell NexaLink to clients — exclusive to the Agency plan.
  • Team management for every orgInvite/remove members, set a shared brand with per-field locks, and sync brand to all members in each organization you manage.
  • Lead Capture campaignsDefine a campaign window, auto-tag every contact captured during it, and measure ROI — then filter your CRM by campaign.
  • Wallet passes (Apple & Google)Let cardholders add their card to Apple Wallet and Google Wallet.
  • Advanced analytics (365-day window)See device, geo, and referrer breakdowns plus see-who-viewed leads, with a full 365-day history.
  • Email-signature library, AI bio & AI notesBranded signature templates, AI-written bios, and AI-generated contact notes across your cards and CRM.
  • Role permissions, SSO-lite & API accessAssign roles, simplify sign-in, and integrate NexaLink with your own systems via the API.

How to set it up

1. 1. Build and brand your first card

/app/card/edit

  1. Go to /app/card/edit and fill in your name, title, company, department, bio, and tagline.
  2. Add up to 20 social, messaging, and payment links.
  3. Pick any template (Agency unlocks all templates) and set your custom brand colors.
  4. Use AI bio to draft your bio in one click, then add highlights, testimonials, and a banner.
  5. Open /app/card to view your live card, grab its QR code, and copy your share link (use the mobile app for NFC tap-to-share).

Set a custom slug like /c/you on /app/card/edit so your link is clean and memorable.

2. 2. Set up an organization and its brand

/app/team

  1. Open /app/team and go to the Members tab to invite teammates (or your client's staff) by email.
  2. Switch to the Brand & Templates tab to upload the logo and banner, and set the company name, website, brand color, and email domain.
  3. Turn on the LOCK toggle next to any field you want to keep consistent so members can't change it.
  4. Click 'Sync to all members' to push the brand to everyone in that organization at once.
  5. Use the Directory tab to see all cards in the org, and the Billing tab to manage the plan.

Brand & Templates and Lead Capture are available on any multi-seat plan; Agency adds doing this across multiple organizations.

3. 3. Remove NexaLink branding (white-label)

/app/settings

  1. Confirm your Agency plan is active under /app/settings.
  2. With Agency, NexaLink branding is removed from cards automatically — your cards display only your agency's or client's brand.
  3. Combine white-label with a custom domain (next section) so the entire experience lives under your own name.
  4. Spot-check a public card on /app/card to confirm no NexaLink branding appears.

Branding removal is a Premium-only capability (Business and Agency). Solo and Team plans keep NexaLink branding on cards.

4. 4. Connect custom domains for each client

/guides/website/custom-domain

  1. Add the custom domain in the NexaLink mobile app, then add the matching CNAME record at your DNS provider.
  2. Follow the step-by-step reference at /guides/website/custom-domain for the exact CNAME values and verification steps.
  3. Repeat for each client — Agency supports unlimited custom domains (Business is limited to 1).
  4. Wait for DNS to propagate, then open the domain to confirm the card loads.

Custom domain is Premium-only. Agency = unlimited domains; Business = 1 domain.

5. 5. Run Lead Capture campaigns and measure ROI

/app/team

  1. In /app/team, open the Lead Capture tab and define a campaign with its date window.
  2. Every contact captured during the window is auto-tagged to that campaign.
  3. Review the campaign's ROI in the Lead Capture tab.
  4. Go to /app/contacts and filter by campaign to work those leads (switch the scope between My, Team, and All as needed).

Use /app/card/analytics for card performance and /app/viewers to see who viewed your card and follow up.

6. 6. Use the My Tools hub

/app/tools

  1. Open /app/tools to reach every extra tool in one place.
  2. Build branded email signatures at /app/signatures and manage your full signature library.
  3. Create downloadable vCards at /app/vcard and shareable profile links at /app/profile-link.
  4. Generate QR codes at /app/qr-code, virtual backgrounds at /app/virtual-bg, printable cards at /app/card-maker, and bulk-import contacts at /app/contact-import.

The email-signature library is a Premium feature, included with Agency.

Tips

  • Set the org brand and turn on field locks before inviting members — it saves having to clean up off-brand cards later.
  • Pair white-label with a custom domain per client so cards are fully branded end to end, with zero NexaLink mentions.
  • Use the campaign filter in /app/contacts right after an event to prioritize the warmest leads while they're fresh.
  • Check /app/viewers regularly — see-who-viewed turns passive card views into follow-up opportunities.
  • Agency advanced analytics keep a 365-day history, so compare this quarter's device/geo/referrer mix against last year's.

Next

Activate or confirm your Agency plan at /app/settings (or compare plans at /lifetime-deal), then set up your first client organization in /app/team and connect a custom domain via /guides/website/custom-domain.