For agencies

Cold Email Software for Agencies

For an agency, the best cold email software keeps each client separate, requires approval before any send, and logs every run for reporting. OutreachBox gives each client its own project, up to 5 on Professional Growth and 20 on Professional Scale, with paid plans from $99/month. High-risk agent actions wait for approval. Free plan; paid plans from $99/month.

Updated October 23, 2026

OutreachBox is our product. This page lists what an agency should check in any cold email tool, then shows how OutreachBox handles each point. Competitor details are on the compare page.

What should an agency look for in cold email software?

Separate the client’s work, require approval before a send, and keep a log you can put in the retainer report.

Agency checklist. OutreachBox details are from the pricing, FAQ, and digital outreach pages, checked October 23, 2026. Seat counts that disagree between the pricing card and the feature table are omitted.

Need	Why agencies care	OutreachBox
Separate workspace per client	Lists, domains, and copy should not mix between clients	One project per client. Active projects: 1 on Free and Starter, up to 5 on Professional Growth, up to 20 on Professional Scale. Enterprise is custom.
Approval before sending	Someone signs off on messaging before it leaves	High-risk agent actions pause in the approval inbox. A workflow can include a client-approval step.
Team seats and permissions	Account managers, writers, and operators need different access	Starter includes up to 2 team members. Professional Growth includes up to 5, with a full permission system. Professional Scale includes advanced role-based permissions. Current seats are on the pricing page.
Brand voice per client	Each client should sound like themselves	Brand Brain loads voice and banned phrases into each run. An LLM judge scores outputs for goal fit, accuracy, and brand safety.
Reporting per client	Retainer renewals depend on it	Replies, meetings, and pipeline tracked per campaign and per client. Every run step is logged.
Deliverability controls	One client’s list should not burn another domain	Inbox warmup and verification are included. Check each domain with the free SPF, DKIM, and DMARC checker.
Automation triggers	Campaigns that react, not only send	Workflows run on schedules, live market signals, or webhooks.
Works from your AI tools	Operators already live in Claude, ChatGPT, or Cursor	An MCP server with a scoped API key.
CRM hand-off	The client’s CRM should receive the replies	OutreachBox connects to CRM systems. This page does not name specific vendors.

This page does not describe a client login, a read-only client view, or per-client billing. Sending-account limits are not stated here, because the pricing page does not list them.

How do agencies keep each client separate in OutreachBox?

Create one project per client. That project holds the client’s lists, sequences, and campaign reporting.

The pricing page is the source for how many active projects a plan includes. This page does not claim that sending accounts, Brand Brain, or suppression lists are scoped per project.

How do client approvals work?

Agents research and draft. Anything marked high-risk waits in the approval inbox until someone signs off, and every run is logged.

The digital outreach workflow runs from a brief to a plan, a list, sequences, a brand-safety judge, client approval, and launch. That page is for teams replacing an agency. This page is for agencies that run outbound for clients.

How many clients can I run, and what does it cost?

Free plan; paid plans from $99/month. A 14-day free trial does not require a credit card. Most agencies use one project per client.

Active projects on the pricing page, October 23, 2026. The only price stated here is the published starting price. Tier prices and other limits stay on the pricing page.

Plan	Who it is for	Active projects
Free	Individuals and small teams getting started	1
Starter	Individuals	1
Professional Growth	Growing businesses and marketing agencies	Up to 5
Professional Scale	Established businesses and large marketing agencies	Up to 20
Enterprise	Custom	Custom

See current prices on the pricing page

How should an agency set up a new client?

Seven steps, from the project to the first report. Domain authentication is step 3.

Create a project. Create one project for the client and invite the account team. Keep that client’s lists and sequences in the project.
Connect sending accounts. Connect the client’s sending accounts. Warmup and address verification are included with OutreachBox.
Check SPF, DKIM, and DMARC. Check the sending domain with the free SPF, DKIM, and DMARC checker. It shows pass, warn, or fail for each record, and a plain-English fix.
Load Brand Brain. Load Brand Brain with the client’s voice, offer, and banned phrases so the drafts sound like that client.
Brief the agents. Brief the agents on the audience and the offer. They build a verified list and draft the sequence.
Send for approval. Use the approval step before launch. High-risk actions wait in the approval inbox, and the workflow can include a client-approval step.
Launch and report. Launch the campaign and report replies, meetings, and pipeline for that client. Every run step is logged.

FAQ

Cold email for agencies: questions

What is the best cold email tool for agencies?

Choose a tool that keeps each client in a separate project, requires approval before anything sends, logs every run for reporting, and protects each client’s domain. OutreachBox does that, with up to 20 projects on Professional Scale, approval gates, and logged runs. Free plan; paid plans from $99/month. Competitor write-ups are on the compare page.

How many clients can I manage in OutreachBox?

One active project on Free and on Starter, up to 5 on Professional Growth, and up to 20 on Professional Scale. Enterprise is custom. Those counts are on the OutreachBox pricing page, and most agencies use one project per client. Free plan; paid plans from $99/month. Other limits stay on that page.

Can clients approve campaigns before they go out?

Yes. High-risk agent actions pause in the approval inbox until someone signs off, and a workflow can include a client-approval step. Every list, message, and send is logged, so you can share the log in a client report. This page does not claim that a client gets a separate login.

How many email accounts can I connect?

The public pricing page does not list a sending-account limit, and this page does not invent one. Check that page for the current plan. Before a client campaign launches, check the sending domain with the free SPF, DKIM, and DMARC checker, which returns pass, warn, or fail for each record.

Is there a free trial for agencies?

Yes. OutreachBox has a free plan and a 14-day free trial with no credit card. Free plan; paid plans from $99/month. Professional Growth is labeled for growing businesses and marketing agencies, and Professional Scale for larger agencies. Current tier prices stay on the pricing page.

Run each client in their own project

Free plan; paid plans from $99/month. Approval gates stay on for the sends you mark high-risk.

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Free plan available
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Approval gates you control