Migration Guide for Agencies
Converge Team
Part of the Sleekflow migration guide
How agencies managing multiple clients can migrate from Sleekflow to a more cost-effective platform.
Agency Migration from SleekFlow
Agencies managing multiple clients on SleekFlow face compounding costs: each client needs their own SleekFlow workspace with its own MAC limit and user accounts. The per-workspace, per-MAC model makes SleekFlow progressively more expensive as you add clients.
Cost at Scale
An agency running 3 client accounts on SleekFlow Pro AI: 3 × $149/month = $447/month, but each is capped at 3 users and 500 MACs. If any client needs more than 3 agents or 500 active contacts, that account jumps to Premium AI at $349/month. A realistic scenario — 3 clients, 2 on Pro AI and 1 on Premium AI — costs $647/month. Add WhatsApp hosting ($15/month per number per client) and you're approaching $700/month.
Client-by-Client Migration Strategy
Migrate one client at a time, starting with the client who has the simplest channel setup (fewest integrations, lowest WhatsApp volume). Set up their new account, export their SleekFlow contact list as CSV, connect their channels one by one. Once stable for 1-2 weeks, move the next client. Keep SleekFlow active for remaining clients during the transition to avoid service disruption.
Separate Client Accounts
Set up each client as a separate company account on your new platform with their own channels and team members. This mirrors the separate-workspace model in SleekFlow but at a lower per-account cost. Each client gets their own WhatsApp, Telegram, Messenger, and widget connections with isolated data — agents only see conversations for clients they're assigned to.
What Agencies Lose from SleekFlow
SleekFlow's social commerce features (broadcast campaigns, Shopify integration, Flow Builder automations) are valuable for agencies that run marketing campaigns on behalf of clients. If you're an agency focused on customer support management rather than outbound marketing, these features may not be critical. However, if you run WhatsApp marketing campaigns for clients, you'll need a separate broadcast tool after switching.
Multi-Client Savings
With a flat-rate platform at $49/month per company account, 3 client accounts cost $147/month — versus $447-700+ on SleekFlow depending on tier requirements. For an agency with 5-10 clients, the savings become even more significant. No MAC limits mean you don't need to monitor each client's contact engagement to avoid overage charges.
Adding Support Capabilities
Agencies providing customer support services (not just marketing) gain features SleekFlow lacks: per-client SLA policies with breach notifications, CSAT survey collection for measuring agent quality, and email support for clients whose customers prefer traditional communication. These support-specific features help agencies demonstrate measurable service quality to their clients — something difficult to track with SleekFlow's sales-oriented analytics.
Need the full migration guide?
This page covers migration guide for agencies specifically. For the complete step-by-step migration process:
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