For agencies

Every client gets a pipeline. You get one view.

Run lead-gen and sales-ops for multiple clients without juggling logins. Per-account pipelines, per-account reports, one operator view.

crm.leadnics.com

How it works

How agencies run Leadnics

One workspace, many pipelines
Each client gets their own pipeline, contacts, and sequences — all visible to your account team in a single login.
Per-client reporting
Generate branded reports for each client showing captures, opportunities, and revenue contribution.
Clean handoff
When a client takes ownership in-house, hand them their pipeline as a clean, separate workspace.

Capabilities

Isolated pipelines per client; account managers see only their book of business.

Captures, conversion, revenue, and rep activity sliced by client account.

Brandable forms, sequence-sender domains, and client-readable exports keep your work looking yours.

Monthly per-client PDF or live dashboard link — generated, not assembled in slides every Friday.

Junior AMs see only their accounts; partners see everything; clients see read-only of their data.

Run the booth for your client at events; the captures route into their pipeline, tagged to your team.

Questions

Still deciding?

Twenty minutes with sales gets you a straight answer on fit.

Do you offer agency partner pricing?

Yes. Talk to sales — we have a partner tier with seat economics designed for multi-client work.

Can clients log in to see their data?

Yes. Read-only client seats are free; clients see only their account, never others.

What happens at end of engagement?

We migrate the client's pipeline to their own Leadnics workspace at no charge. They keep their data, you keep your relationship.