Agencies & services
You know the spend. Do you know which deal it bought?
Agencies and service firms live between a marketing report and a sales result, and the two rarely line up. The click is measured, the closed deal is measured, and nothing joins them.
- For marketing agencies, consultancies and B2B service businesses
Website form · from a Meta ad
Qualified before your call
Website form · reply
What the conversation captured
- Budget
- £8k / month
- Scope
- Managed paid social
- Timing
- From next month
- Source
- Meta ad · campaign attached
Attached to the contact, ready for whoever picks it up
What goes wrong
The ad platform reports leads. The bank reports revenue.
Ads Manager says the campaign produced forty leads at a good cost per lead. Your pipeline says you won three deals. Nobody can say whether those three came from that campaign, from a referral, or from the newsletter — so the next budget decision is a guess dressed up as a number. Every enquiry also arrives as a name and an email, so the first call is spent extracting the brief instead of discussing it.
- Cost per lead looks healthy while the deals stay flat.
- First calls spent asking what the prospect actually needs.
- No shared answer to "where did this client come from?"
How it runs
Set it up once, then it just works.
-
1
Connect your ad account and put a form or chat on the pages that matter.
-
2
Enquiries arrive with the brief captured and the campaign attached.
-
3
Won deals carry their source, so the next budget decision has evidence behind it.
The parts you will actually use
Not the whole toolbox.
These bits.
Every workspace has the same features. These are the ones that carry the weight for agencies & services — and why.
Meta ads management
Prepare campaigns paused, review them, and decide when spend begins.
Read moreSales reporting
Keep clicks, enquiries and won deals as three separate numbers instead of one flattering one.
Read moreLead capture forms
Ask the qualifying questions on the form so the first call is a conversation, not an interview.
Read moreSales pipeline
Track the opportunity with its value, owner and expected close date.
Read moreEmail CRM
Keep the proposal thread beside the deal it belongs to.
Read moreCRM automation
Turn "new enquiry goes to whoever is on rota" into a rule instead of a habit.
Read moreWhat it will not do
Attribution only reaches as far as the evidence does. If a prospect clicks an ad, disappears for a month and returns by typing your name into Google, no honest system can call that a campaign conversion. It records the source evidence it actually captured, keeps clicks and closed deals as separate numbers, and leaves the gaps visible rather than filling them in.
FAQ
What teams ask first
Can it attribute every closed deal to a campaign?
No, and a tool that claims to is guessing. Attribution depends on the source evidence captured and on tracking coverage. Won deals establish the outcome; linking one to a campaign needs supporting data, and where that data is missing the report shows a gap rather than a zero.
Does it manage Google Ads too?
Not today. Supported Meta website campaigns are in scope. Other channels can still reach the CRM as enquiries, but they are not managed from inside it.
Can we run this across several client brands?
Yes — brands keep their own profile, connections and memberships, and you choose the active brand before working in it. It is built for an agency running its own pipeline across brands, not as a white-label product you resell.
Join the spend to the signature.
Request beta access and tell us which channels you buy and where attribution breaks down today.
Private beta · Invite only