Built for ecom agencies, fractional CMOs, and Shopify consultants. Custom team roles per-tab so clients scope your access cleanly. A full activity history so trust is built into the workflow. And a 30%/12-month referral commission on every client you bring in, paid via Stripe-native affiliate tracking with no manual invoicing.
You're working on three or four client Shopify stores at once. Your DPA says you only need access to marketing data, not customer PII, not the founder's salary line. The client's existing analytics tool gives you Admin or View-only, both of which are wrong: Admin is too broad (and the client's security team flags it), Viewer is too narrow (you can't actually do your job). So you compromise. You sit on Admin and pretend it's fine, or work off CSV exports the client emails you each week.
The features in EF that make agency work cleaner, for both you and your clients.
Every team change, every campaign edit, every COGS change is recorded with timestamp, actor, and the exact before/after. When a client asks 'who changed our Meta budget last Friday?' the answer is one filter away, not a 4-hour incident review.
If your last 3 clients adopted EF, the 4th one's onboarding is muscle-memory: same Performance tab, same Marketing tab structure, same Goals workflow. You stop spending the first 4 hours of each engagement learning their analytics setup.
New client signs your DPA. They create a custom 'Marketing Partner' role with editor on Marketing + viewer on Performance + viewer on Stores. You're in within 2 minutes, with exactly the access the contract specifies and nothing more. When the engagement ends, they revoke in one click.
You're auditing a prospective client's stack. Their existing analytics tool is BeProfit at $149/mo. You recommend EF Captain at $99/mo with all features included. They subscribe through your referral link. They save $50/mo, you earn $29.70/mo for 12 months, and your audit deliverable lands first because the data was easier to read.
You're a fractional CMO across 4 D2C brands. Each one gives you a 'Fractional CMO' custom role with editor on Marketing, Performance, and Goals. Your morning routine: open EF, switch between the 4 client workspaces, set goals for the week, review yesterday's performance, all before 9 AM.
Every account gets a unique referral link from the Account page. Share it with a client, a podcast audience, a Reddit thread, or your YouTube description, wherever fits your channel. When someone subscribes through your link, they get 20% off for 3 months and you get 30% of their subscription for 12 months.
7-day free trial, all features at every tier including custom team roles + full activity history. Generate your referral link from your Account page the moment you upgrade, and start earning on the first client you refer.
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