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Leads from your campaigns that your client actually calls
A CRM for marketing agencies is a system where each of your clients has their own CRM for campaign leads, and you have all your clients under one roof. LeedFox replies to every lead with an SMS and an e-mail on the client's behalf right away, and you switch into the client's CRM to see what happens to leads after the form is sent.
The campaign runs, leads come in, and the client says they are bad
The client calls leads late, or not at all
Ad form leads land in an inbox they open in the evening. By the time they call, the person no longer remembers what they filled in or where.
Client meetings turn into arguments about lead quality
Without a clear view you cannot tell whether the lead did not answer or nobody called. The campaign takes the blame for what happened after the form was sent.
Every client uses a different system
One has a spreadsheet, another an old CRM, a third a paper diary. You set up connections and automation differently for each, and then you cannot see anything on their side.
How an agency runs client leads in LeedFox
Add the client and their CRM
Each client has their own CRM, and their data is kept separate from everyone else's. Connect website forms, Facebook and Instagram ads, or a webhook.
Set up the automatic reply
An SMS and an e-mail in the client's voice, with a link to their booking page. The lead hears back right away, even while the client is busy working.
The client works their leads
They call, move leads through the pipeline and book appointments. In the client portal they handle tasks, requests and files with you, and find guides there too.
You see what is going on
Switch into the client and see their pipeline exactly the way they see it. At your next meeting you talk about what happened to the leads, not about impressions.
A lead pipeline that both the client and the agency can see
- 1New lead
- 2Contacted
- 3Consultation booked
- 4Proposal
- 5Customer
You name the stages your way. This is how businesses in this field set them up most often.
All your leads in one place
From the form on your website, from Facebook and Instagram ads, or from another system through a webhook. Older contacts you import from a CSV file.
SMS and e-mail go out on their own
A new lead gets an SMS and an e-mail right away, from your template. Nothing to keep an eye on.
Your own booking page
Customers pick a time themselves. The meeting goes into Google Calendar, an online call into Google Meet.
All your jobs at a glance
Every lead has a card with its history. Drag it between stages and see where things are stuck.
Tasks for your team
Assign a task to a teammate, and everyone sees their own leads. Nothing falls between people.
Data in the EU
The database runs in Frankfurt, and the data of each company is kept separate.
What people ask
What is a CRM for marketing agencies?
A system where an agency manages its clients' CRMs: each client has their own leads, automation and booking page, and the agency can switch into any of them. That way you see what happens to campaign leads after the form is sent.
Will my teammates see all of the agency's clients?
Only the ones you give them access to. You set permissions for your team, and each person sees only their own clients. Each client's data is kept separate in the database.
What does the client find in the client portal?
The tasks and requests they are working on with you, shared files, and guides on how to use LeedFox. No need to send it all by e-mail.
Does LeedFox have ad reports or the agency's own logo?
Not yet. You keep tracking campaign results and cost per lead in your ads manager. We are opening agency access step by step, and your own agency logo is not part of it yet.
Does the client have to use LeedFox themselves?
Yes, the client or their team calls and moves the leads. You set up the connections and automation, and you switch into their CRM when you need to adjust or check something.
Other industries
We will show you on your own leads
On the demo we look at where your leads come from and how LeedFox would handle them. We talk about the price there, based on what you will use.