Agency CRM Solution

Client Lead Gen & Team Pipeline

Scale multi-client outbound prospecting, team seat management, sub-accounts, and RBAC permissions from one unified agency command hub.

Agency CRM • Client Lead Gen & Team Pipeline

Scale Multi-Client Lead Gen
With Sub-Accounts & RBAC

Manage all your client outreach campaigns from one central agency dashboard. Assign account managers, set client-level permissions, and deliver verified leads seamlessly.

Launch Agency Workspace
Unlimited Sub-Accounts supported
Multi-Seat
Team Role Access
Isolated
Client Data Boundaries
Automated
Lead Delivery Reports
RBAC
Granular Permissions
Agency Sub-Account Switcher Simulator

Multi-Client Workspace Controller

Select an agency client workspace below to see live sub-account metrics.

Active Client:Apex Digital Marketing
Apex Digital Marketing Workspace
B2B SaaS & Tech Lead Gen
👥 4 Assigned Reps🟢 6 Client Campaign Queues
Active Prospect Database
1,420
Verified & Segmented
Client Campaign Reply Rate
18.4%
Above Industry Baseline
Leads Delivered This Month
480
Auto-Pushed to Client CRM
Role-Based Access Control (RBAC)

Granular Permissions for Agency Staff & Clients

Control exactly who can view, edit, export, or send outreach campaigns across your agency accounts.

Agency Owner / DirectorFull Admin
  • ✓ Manage billing & team seats
  • ✓ Create & archive sub-accounts
  • ✓ Full campaign override rights
Account Manager / SDRAssigned Clients Only
  • ✓ Upload leads for assigned clients
  • ✓ Launch email outreach sequences
  • ✓ Manage client inbox replies
Client Viewer PortalRead-Only
  • ✓ View live lead delivery board
  • ✓ Export delivery reports to PDF/CSV
  • ❌ No access to internal sequence settings

Ready to Turn More Leads Into Paying Clients?

Consolidate your leads, outreach, follow-ups, meetings, and proposal tracking into one intelligent CRM workspace today.