Eject a Sub-Account to Create a New Agency

The eject feature allows you to convert a sub-account under your agency into a separate, independent agency account. This is useful when you want a sub-account to operate on its own. You will nominate a user from the sub-account to become the new agency owner. That user will receive an email invitation to sign up for a $97/month plan. Once they complete signup, you will earn a 40% affiliate commission on all their future renewals. For details on the affiliate program, review the Affiliate Guidelines. To track the status of your ejected sub-account referrals, visit the Sub-account Transfers section.

Steps to Eject a Sub-Account (Sender)

1. Navigate to Agency Level > Sub-Accounts.
2. Go to Manage Client for the sub-account you want to eject.
3. Select Actions > Transfer Sub-account.
4. Choose "Eject to a New Agency" from the options.
5. Nominate the user who will become the new agency owner. This user will receive an email with a signup link.
6. Review the ejection guidelines and click Confirm Transfer.
7. Enter your password to confirm. An email will be sent to the nominee.

To track transfer requests, go to Agency Level > Sub-Accounts, select Sub-account Transfers, and navigate to the Eject tab.

Steps to Receive a Sub-Account (Nominee)

1. Open the email titled "Access your account" and click the link.
2. You will be redirected to a login page. Log in with your CRM account credentials.
3. Fill out the Company Details and Billing Address for the new agency. Most details are prefilled—review and update as needed.
4. The setup defaults to the $97/month plan. Click Continue to Payment to enter payment details.
5. Review the order summary, enter card details, and confirm to complete signup.
6. After payment, you will receive a welcome email with a link to set your password and log in.

Note: The ejected sub-account will automatically transfer to your new agency once it is created.

Information and Assets Transferred

• Websites and funnels
• CRM calendars (external calendar integrations will be disconnected)
• All automations (set to Draft status)
• Contacts, conversations, appointments, opportunities, and history
• Users with User Type 'Account' assigned only to that sub-account
• Workflow enrolled data
• Sub-account level API Keys

Information and Assets Not Transferred

• All auth connections (e.g., Google, Facebook, Instagram, QuickBooks, Clio, DrChrono, Yext)
• Facebook and Google settings
• Sub-Account-level Stripe fields
• SaaS settings (SaaS mode is disabled before transfer)
• Smartlists
• Mailgun/SMTP settings
• Active subscriptions (e.g., WordPress, Yext, WhatsApp, Dedicated IP)—cancel these before transfer

Phone Number Transfers

Both Agencies on CRM: Phone numbers transfer automatically with the sub-account. A2P DLC status is retained, and no re-registration is needed. Future usage charges accrue to the receiving agency.

Not Both on CRM: Phone numbers are not transferred. You must work with the previous owner and Twilio to move any numbers. Contact CRM Support for assistance.

Domain Transfers

Domains (including subdomains) are not automatically transferred. You will need to re-add your domains in the new agency.