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, 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 — 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 — exactly the access the contract specifies, 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, 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 — start earning on the first client you refer.
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