What you bring
A useful brief starts with your business.
- Separate client workspaces and each client's approved context.
- Reviewers, permissions and reporting periods.
- The client-safe work and evidence appropriate to share.
Agency clients & reports
Serve more clients without mixing their context, work or review.
Each client needs a distinct voice, a clean approval path and an understandable view of the work.
Who it helps: Agencies and teams managing multiple client workspaces.
What you receive
Work you can inspect, improve and use.
- Client-workspace management.
- Content review and approved client-safe reports.
- Distinct client contexts and separate credit balances.
How the workflow works
Agency clients & reports
Set the direction
Set up the appropriate client workspace and permissions.
Agency clients & reports
Prepare the work
Prepare client-specific multi-format work and reports.
Agency clients & reports
Review with care
Get the relevant human review and approval.
Agency clients & reports
Choose the next action
Deliver approved client-safe work without crossing client boundaries.
An illustrative business application
Local-business agency: Prepare a coherent monthly handoff for a client.
- A client-specific article and social drafts.
- Associated podcast/video/visual work where appropriate.
- A reviewed client-safe report and clear next-month content plan.
Planning example—not an actual customer, generated output, published campaign or performance result.
Budget, setup and review
Know what you need before you choose.
The Agency catalog includes up to 25 seats and 25 child client workspaces with separate balances. Citefi does not pool client credits or invoice the agency's customers. Reporting and delivery require the applicable permissions and approvals.
One free article helps you evaluate the starting workflow; it does not include a free multi-format package. Paid-workspace access and checkout require account approval and sign-in.
Choose a plan around your workload
Room for distinct clients and a clear handoff.
Your plan sets a monthly credit allowance and team limits. Think about the work you intend to produce, the people reviewing it and whether you manage separate clients—not just the number of articles.
Starter
$29/month
50 monthly credits · up to 3 seats
A smaller recurring workload with a small review team.
Review Starter and chooseGrowth
$89/month
200 monthly credits · up to 10 seats
More credit room for regular content and a multi-format schedule.
Review Growth and chooseAgency
$249/month
1,000 monthly credits · up to 25 seats
Up to 25 child client workspaces, with separate balances.
Review Agency and chooseHow could a multi-format workload use credits?
Illustrative default-credit budget: one article (10), one podcast (8), one social batch (4) and the menu's 60-second video operation (15) total 37 credits.
This is not a guaranteed bundle or output count. Image/regeneration and other additional operations are not included in that example. Current team/admin overrides, workflow settings and provider availability can change the applicable cost or output. Check Billing before planning your workload.
Recommendations help compare budgets; they do not create a feature-unlock matrix. Annual billing and full catalog details are on Pricing. Approval and sign-in are required before workspace access and checkout.
Practical answers
Before you get started.
Who is agency clients & reports useful for?
Agencies and teams managing multiple client workspaces. Each client needs a distinct voice, a clean approval path and an understandable view of the work.
What do I need to provide for agency clients & reports?
Separate client workspaces and each client's approved context. Reviewers, permissions and reporting periods. The client-safe work and evidence appropriate to share.
What will I get from agency clients & reports?
Client-workspace management. Content review and approved client-safe reports. Distinct client contexts and separate credit balances.
How does this connect to the rest of my marketing?
Use the same verified business context across related work: brand intelligence, campaigns, learning monitoring. Choose formats that fit the customer's question and next step, rather than making every format for every topic.
What should I budget and which plan should I compare?
Credit use depends on the operations you run. Compare monthly credit allowances and check the current operation settings in Billing. Starter, Growth and Agency offer different credit allowances, seat counts and client-workspace limits. Recommendations are not a feature-unlock guarantee; compare the current catalog and any setup requirements before purchasing.
Is this included in the free article offer?
No. The free entry offer is one article, not free monthly credits or free multi-format generation. You can use that article to evaluate the starting workflow, then compare paid plans for ongoing work. Workspace access and checkout require account approval and sign-in.
What are the setup and review requirements?
The Agency catalog includes up to 25 seats and 25 child client workspaces with separate balances. Citefi does not pool client credits or invoice the agency's customers. Reporting and delivery require the applicable permissions and approvals.
Is Citefi only an article-writing tool?
No. Citefi supports articles and research, images/media, platform-shaped social drafts, article-derived podcasts, video workflows, SEO/GEO preparation, brand intelligence/personas, campaigns, customer journeys, learning/monitoring, supported website publishing, agency clients/reports and ads creative exports. One free article is the entry offer, not the scope of the paid workspace.
Can I turn an article into a podcast?
Yes. The podcast workflow uses an owned article to prepare a script and generated audio, with tone and supported-duration settings. Review the audio before using it. Credits, paid-workspace eligibility and configured providers are required; voice cloning and automatic podcast-directory distribution are not promised.
How do images, social posts and video work together?
Use a verified business brief and customer question to guide related visual assets, platform-shaped social drafts and video/script work. Review each format for accuracy and fit. These are separate supported workflows, not an unlimited free package or a guarantee of exact visual output.
How do I choose a plan for ongoing marketing?
Compare your intended cadence, monthly credits, review team size and client-workspace needs. Starter, Growth and Agency have different allowances and limits. Current catalog pricing and default operation costs are on Pricing; team/admin overrides can change operation costs. Account approval and ordinary sign-in are required before checkout.
Which publishing connections are actually available?
Supported website receiver publishing requires configuration and separate exact authorization. Direct Facebook, LinkedIn and TikTok publishing connections are currently disabled in the product UI. Social drafts can be used in your external posting workflow. Ads creative packs are export-only, with no autonomous ad launch or spending.
Can Citefi help customers move toward a booking or purchase?
Campaigns and customer journeys help plan useful content for discovery, comparison, action and follow-up. Bring your real booking, contact or buying process and review the next steps. Supported orchestration depends on configuration; Citefi is not an email CRM and does not guarantee leads, sales or attribution.