The challenge
A Bogotá digital marketing agency had a healthy project business but limited recurring revenue. Their clients consistently complained about juggling tools: HubSpot for CRM, a separate billing app, a third party for contracts, an outsourced collections firm. The agency could see the gap but did not want to build a SaaS in-house.
The solution
The agency joined OMB Cloud as an Agency Partner. They use the multi-tenant admin to manage twelve B2B client tenants, configure each tenant's modules and AI agents to fit the client's industry, and bundle implementation services on top of the recurring OMB Cloud license. Their position to the client: "we operate this for you, end-to-end."
The results
- 12 B2B clients onboarded onto OMB Cloud in 9 months
- Recurring monthly revenue now represents 40% of agency revenue (up from 8%)
- Client churn dropped from 24% annual to 7% — clients who run on the agency's OMB Cloud rollout almost never leave
- The agency became one of three OMB Cloud Partners in the Andean region
—Managing Partner, digital agency (Bogotá)