MonitorSeparate client workspaces
Each client gets its own leads, users, sources, response policy, and activity history. Client users see only authorized businesses.
FOR THE PEOPLE BEHIND THE LEADS
Your clients.
Their leads.
One clear picture.
See where client inquiries go after the form is filled out. Keep each business separate, with a shared agency view of follow-up.
Lead delivered.
Follow-up recorded.
Now you can see both.
PLANNED FOR YOUR DAY-TO-DAY
Less chasing updates.
More useful conversations.
An agency-wide overview
Identify businesses with unassigned or overdue leads, then open the right workspace for the detail behind the summary.
Reports with context
See delivered inquiries and recorded follow-up separately. Add appointments and wins only when clients supply those outcomes.
THE ACCOUNT STRUCTURE
One account.
A space for each business.
Agency 10 is proposed at $149/month for up to 10 businesses. Agency 25 is $299/month for up to 25. Each business includes two users; two agency administrators are included separately.
See the full seat comparisonA PRACTICAL EXAMPLE
A better weekly client check-in.
Northside has two overdue leads. Greenway has recorded contact for every new inquiry. Your account manager opens Northside’s workspace and discusses ownership and staffing with the client, using recorded activity rather than assumptions.
Illustrative workflow. Live account features are not yet available.KEEP THE TOOLS YOU KNOW
Designed around your existing workflow.
Planned Jotform, Zapier, and Salesforce connection paths bring the lead into view. Your team provides the follow-through.
Read the connection plansTHE NEXT STEP IS A CLEAR ONE
Good leads deserve
a follow-through.
Explore a simpler way to keep your team accountable.