For marketing agencies

Personalization your agency can sell, on every client’s stack.

Your clients already pay for a CRM, an email tool, a shop and often a tool that names the companies visiting. Personyze connects to more than 50 of them and turns that data into personalization, testing and recommendations you sell as a service — every client from one login, under your own brand if you like.

Works with your clients’ stack — HubSpot, Shopify, Klaviyo, WordPress, 6sense & 50+ more

Become a partner Book a demo

4.8 / 5 on G2

4.6 / 5 on Capterra

One agency login · five client sites · decided per visitor

Northwind · B2B softwareHubSpot + Leadinfo · visitor from Van Dijk Logistics

ABM

Northwind

For logistics teamsVan Dijk Logistics, see which of your accounts are in market

Book a call

Client 1 · the company from their Leadinfo

Volt & Byte · Shopify storeShopify + Klaviyo · a returning shopper

Recs

Volt&Byte

Picked for youBack for the headphones? These pair with them

Shop the set

Client 2 · recommendations from their catalogue

Kade Travel · WebflowWebflow + Zapier · second visit, no booking yet

Behavior

Kade

Still dreaming?Island escapes from your city, picked from what you read

See the trips

Client 3 · pages that follow behavior

Brightpath College · WordPressWordPress + GA4 · arrived from a search ad

A/B test

Brightpath

Variant B · winningNursing programs — compare the three you saved

Compare programs

Client 4 · a test per audience

Orbit · SaaSHubSpot CRM · trial user, day 12

CRM

Orbit

Welcome back, MayaYour trial ends Friday — invite your team

Invite your team

Client 5 · lifecycle stage from their HubSpot

one-off projectsmonthly programs

A redesign is paid once. Personalization is a program — new audiences, new tests and new results every month, billed every month.

6 disconnected toolsone site that uses them

The client’s CRM, email tool, shop and identification tool already know who is visiting. Personyze puts all of it to work on the page.

a dev ticket per idealive the same week

One tag or the official plugin per site, then every campaign is built in a visual editor — no developer queue between your idea and the client’s site.

What you can sell

Services your agency can sell on every client site.

Every service below is built in the same panel, for any client, on any platform — and each links to the feature behind it.

Van Dijk Logistics · 200–500 people — from the client’s Leadinfo.

ABM for B2B clients

The company behind a visit comes from the client’s own Leadinfo, Snitcher, 6sense, Albacross, Leadfeeder, Clearbit or ZoomInfo — then the headline names it and sales hears about the accounts worth a call.

ABM → · Integrations →

Read three hiking guides — the homepage leads with hiking

Pages that follow behavior

What a visitor read, where they came from and what they did last time decide what they see next — segments that update themselves.

Behavioral targeting → · Audience discovery →

Picked for this visitor

Recommendations for shops and publishers

Products and articles picked per visitor from the client’s own catalogue, on Shopify, Magento, WooCommerce, Shopware, WordPress and the rest.

Recommendations → · Content recs →

PICKED AT THE MOMENT OF OPENING

Emails that pick their content at open

Blocks inside Klaviyo, Mailchimp, Marketo and the client’s other email tools that choose their products at the moment the email is opened.

Open-time email → · Email →

HUBSPOT STAGE: TRIAL

Site shows the upgrade path

CRM-driven experiences

HubSpot, Salesforce, Dynamics 365 or Zoho fields as targeting — members greeted by name, open deals shown the next step, customers kept out of acquisition offers.

CRM targeting →

012345678910

Saved to the profile → the next page

Surveys, NPS and feedback

One question or a short survey that asks only when it matters — each answer saved to the visitor’s profile, used to target the next page, and sent on to the client’s CRM, Slack or email.

Surveys & NPS →

Leaving the pricing pageGet the comparison sheet by email

Send it

Pop-ups, banners and forms

Messages placed where they convert, shown to the right visitors — and every lead sent on to the client’s CRM, Slack or a Zapier, Make or n8n workflow.

Pop-ups & banners →

ONE LIST · 12 OFFERS

Each visitor: the offer most likely to convert

Promotions picked by AI

For retail, travel and SaaS clients: every banner, offer and coupon in one list, each visitor shown the one most likely to convert with a code of their own — and a held-out group that shows the client the lift.

AI promotions →

Viewing: trail shoes

★★★★★“14 people bought these today”

Social proof and urgency

Live counts, reviews and countdowns about the product this visitor is looking at, with thresholds that keep weak numbers hidden.

Social proof →

★★★★★Matched: same industry

“Live on our site in a week.”

Reviews that match the visitor

The review, testimonial or case study that fits each visitor’s product, category, industry or country — collected on the client’s own site or imported from where the client already has them.

Reviews & testimonials →

“Do you ship to Norway?”

Yes — 3–5 days ↓

An AI chat on the client’s site

Answers from the client’s own pages and catalogue, knows who is asking, hands over to a person when it should, and books the sales call right in the thread.

AI chat agent → · Meetings →

Trail runningWide fitUnder $150

3 picks — each with a reason

AI Product and Content Finder

Visitors describe what they need and get a shortlist from the client’s catalogue or content, each pick with a reason — products for a shop, articles or courses for a publisher, resources for a B2B library.

AI finders →

CDN

A landing page per campaign

Ad and email clicks land on a page made for them — on the client’s site, or hosted by us on the client’s domain.

Landing pages → · Hosted pages →

VARIANT A — LEADS / VISITOR

Winner

VARIANT B — LEADS / VISITOR

Tests with a winner per audience

A/B tests that report which version won for each kind of visitor, with a holdout and a goal — the result a client can read and renew on. Auto-pick declares the winner and deploys it, and a winner can also be applied audience by audience.

A/B testing →

In the real panel

Watch each service built, start to finish.

Short narrated tutorials of the real platform — the same few minutes it takes on a client’s account.

ABM for B2B clients4:40

AI agent

An AI agent that suggests, builds, executes, and reports.

For every client, the AI agent suggests campaigns worth running, builds them end to end — targeting, design, placement — executes once you approve, and reports the results back. Your team sets the direction; the agent does the build. Every plan includes a monthly quota of AI tasks.

See the AI agent →

The journey

One client, from pitch to retainer.

This is the agency program in practice: the sandbox wins the pitch, the first campaigns prove it, and the reports keep the retainer.

Northwind · a B2B client

Sandbox pitch → signed retainer in 5 weeks

Program running

Day 0

Sandbox slot opens

A sandbox slot goes to the prospect before they pay anything.

Day 1

Plugin and tools in

The official plugin on the site; the client’s own HubSpot and Leadinfo connected.

Week 1

First campaign live

Logistics visitors see the logistics story

An industry homepage built in the visual editor, staged, approved, published.

Week 3

Results in the inbox

Weekly results · Northwind

Sent on schedule

A scheduled report shows the lift by audience — nobody exported anything.

Week 5

Retainer signed

✓Signed — next up: recommendations

The proof of concept becomes a monthly program.

Volt & Byte · a Shopify client

Audit → monthly optimization in 6 weeks

Program running

Day 0

Shopify app installed

Tracking, product feed and purchases set up by the app itself.

Day 3

Recs on product pages

Picked for this shopper

Recommendations from the store’s own catalogue, placed in the editor.

Week 2

Klaviyo picks at open

Your picks this week

Picked at open

The client’s Klaviyo emails show products chosen when they are opened.

Week 4

A winner per audience

The test reports a different winner for new and returning shoppers.

Week 6

Optimization retainer

✓Signed — a new test every month

The client renews on numbers it can read.

How it works

Live on a client’s site the week you sign.

No re-platforming and no dev queue per client — the same three steps for every site you manage.

Join the partner program

A free agency license for your own site and demos, a margin on every license you sell to clients, and certification for your team.

Pitch with a plan, prove it in the sandbox

Open with an Inspire me plan drawn on the prospect’s own pages, then a proof of concept on their real traffic — three client slots at a time, thirty days each.

Install and connect

One tag or the official plugin, then the tools the client already has — CRM, email tool, shop, identification tool — become targeting.

✓

Become a partner Book a demo

Free agency license · sandbox slots for client pitches

In the panel

See it in Personyze, screen by screen.

The same panel for every client: who sees it, what it shows, the AI that builds it, their own stack — and the overview you report from. Real screens from the panel.

BuildFor every clientResults

Open full size ↗

Build

Describe a goal, get a plan

Who sees it, which design, the real coupon and when it opens — and it asks before it builds.

Build

Targeting from one sentence

“Returning visitors from the United States who came from an email and have items in their cart” became four rules, told back in plain words.

Build

Pick what the visitor sees

A pop-up or banner, an edit to the page, a design of your own, product recommendations, a lead form, or words and images swapped.

For every client

Bring in what your CRM knows

HubSpot, Salesforce, Zoho, Eloqua, ActiveCampaign, Klaviyo and more — contacts and companies onto visitor profiles.

For every client

Every promotion in one list

Live promotions with who sees each one, their dates, status and views.

For every client

Case studies, testimonials and reviews

One library of proof, each item with who it is shown to.

Results

Every campaign in one place

Visits, views, clicks, conversions and revenue across all campaigns, with what is live now.

1 / 7

Screens from Personyze demo accounts. The numbers are illustrative.

Start free trial Book a demo

Built for a roster

Run every client from one place.

Each client keeps its own account, data and users. Your team works across all of them, from one login.

One login

Every client, one login

Your login is added to each client’s account with the role you need, and you switch between them — no shared passwords, nothing of one client visible in another.

How access works →