Agency-Friendly Pricing

Unlimited reports. Unlimited users. Month-to-month commitment. Flex your pricing package up or down as your client roster evolves.

Created to help you succeed

FREE 2-week trial. No Credit Card Required
Your Deftly expert will help configure and brand your system and even work with you to help convert some of your existing reports.

FREE Deftly expert
Always on call to train you on the system, and offer as much support as you need. Your Deftly expert will be available from day 1 and for the entire life of your subscription.

FREE training videos
There are 35+ videos fully integrated into Deftly to help get you started and to make the most of all the features.

Jump Start
Hire one of our marketing experts for even more in-depth consulting on helping you get started with new reports in Deftly.

  • 10 Data Sources
  • Unlimited Reports
  • Unlimited Users
  • Unlimited Environments
  • 25 Data Sources
  • Unlimited Reports
  • Unlimited Users
  • Unlimited Environments
  • 50 Data Sources
  • Unlimited Reports
  • Unlimited Users
  • Unlimited Environments
  • 100 Data Sources
  • Unlimited Reports
  • Unlimited Users
  • Unlimited Environments

Frequently Asked Questions

Absolutely! We know that clients come and go, and their needs and expectations evolve. So you can add new client environments at any time, or delete or deactivate unnecessary ones, and your monthly plan and pricing will flex up or down to match your needs.

In Deftly named users are always unlimited!  You can invite as many named and permissioned users as you like.  These users can be at the master account level or within a specific client environment – and they might work for you, for your client companies, or as freelancers.  A single named user can also have permissions and access across many companies (for instance when a freelancer is working with multiple agencies who all grant her access to various companies within their Deftly instances).  We believe more users collaborating is always a good thing, and so there is never a limit to how many you can invite into your Deftly instance no matter which pricing plan you choose.

Many clients track vital information in CRM systems or other platforms, or simply in spreadsheets. These might include sales and prospecting activity, trade show data points, inbound phone call volumes, and more. We believe it is vital to capture these critical metrics and use them to paint the complete picture of what impacts digital marketing is having on the business. Deftly’s Custom Data integration allows the use of Google Sheets for storing and integrating any structured spreadsheet data into Storyboard data visualizations. Google Sheets is part of the free Google Drive suite, and this integration is included at no additional charge in all Deftly packages.

No there are no other, hidden fees. The prices above are exactly what you will be charged each month. Keep in mind, however, that some states (like New York and Washington) insist that we charge sales tax if your billing address is in either state, and the list of U.S. states that tax cloud-based software services is always evolving.

Sure – please call or email us if you need to be invoiced rather than pay by credit card.

Yes – any month-to-month plan can be cancelled whenever you choose. And you can cancel from your billing and subscription page inside Deftly – no need to call us or get the run-around.