Solutions · Agencies
Every client pipeline, one calm workspace.
Run a separate pipeline for each client, keep conversations organised and report clearly — without juggling logins.
Client pipeline: Northwind3 new leads today
The problem
Agencies juggle too many inboxes.
Many clients, many tools
Each client has different forms, ads and inboxes to watch.
Manual reporting
Hours every month copying lead numbers into slides.
Leads handed over late
Ad leads sit in a spreadsheet before the client sees them.
No single view
Hard to see which client needs attention today.
All leadsSample data
AKAisha KhanWebsite formNew
MDMarco DiazWhatsAppContacted
PSPriya ShahLead AdsQualified
TBTom BeckerReferralWon
Per-client pipelines
Separate, tidy, and easy to switch between.
Give each client their own pipeline and lead sources, all managed from one workspace.
- A pipeline per client
- Lead Ads and forms per client
- Team access per client
Leads by sourceSample · last 30 days
WhatsApp46%
Website28%
Lead Ads18%
Referral8%
Reporting
Show clients the results.
Leads by source, response times and outcomes — ready to share without building a spreadsheet.
- Source and conversion reports
- CSV export
- Consistent stages across clients
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