A workspace per client
Each client's data stays isolated, with its own record allowance and its own retention window.
For Lead Generation Agencies
Get paid for leads that closed, not leads that landed
Match the leads you delivered against the client's closed-sales export, so quality is a number you can both read rather than an argument.
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The blind spot
What's actually happening
You deliver leads and the client says they were poor. Neither side can prove it, so the price gets renegotiated on the strength of whoever complains harder.
Revenue, not lead counts
Rank every channel by the revenue it closed, so a renewal conversation starts from the accounts.
Numbers the client can check
Only exact matches count automatically; anything weaker is flagged rather than assumed.
The number you can take into a budget meeting
Not impressions, not leads, not cost per click. Closed revenue, by the channel that produced it, for a period you choose — with the portion we could not trace shown rather than quietly shared out across your paid channels.
FY2026
Total revenue $600,000
Attributed to a channel $438,000 73% of revenue
Average deal $1,720
Match rate 76%
| Channel | Sales | Revenue | Share |
|---|---|---|---|
| Paid search | 143 | $246,000 | |
| Paid social | 73 | $126,000 | |
| Affiliates | 38 | $66,000 | |
| Direct / Unknown | 94 | $162,000 |
Lead quality stops being an opinion
The whole commercial relationship turns on a question neither party can answer: were the leads any good? The client sees the ones that did not close; you see the ones they never called back.
Matching your delivered leads against their closed sales answers it with a number. It also shows close rate by source, which tells you which of your own channels to buy more of — the same report that defends the account improves it.
Disputed invoices become a reconciliation
A monthly argument about which leads counted is expensive in a way that does not show up on any invoice. It costs renewal probability.
When both sides read the same reconciliation, the conversation moves from whether the leads were good to what to spend next month. That is a different relationship.
What changes when you can prove it
You stop defending the budget and start growing it
"We generated 400 leads" invites an argument. "This channel closed $186,400 last quarter, here is the reconciliation" ends one. The teams that can show closed revenue by channel are the teams that get the next increase approved, because they are asking with evidence rather than with conviction.
You can cut the wrong channel without a fight
Killing spend is politically harder than adding it, because someone always owns the channel being cut. A number that reconciles to the sales export takes the argument out of the room — you are not overruling a colleague's judgement, you are reading the same ledger they are.
Your reporting survives the finance review
Platform-reported conversions do not reconcile to revenue, and eventually someone in finance notices. Reporting built from your own closed-sales export starts from the number finance already trusts, which is why it holds up when it is checked.
You answer in an afternoon, not a quarter
Because this reconciles exports rather than tracking visitors, it works on months that have already closed. You are not instrumenting now to learn something in ninety days — you can answer for last quarter today, which is usually when the question is being asked.
What lead generation agencies usually push back on
Clients won't share their sales data.
Some will not, and those stay as they are. The ones that do get a better price conversation, and that tends to travel.
We deliver leads across many clients.
A workspace each keeps them isolated, with separate allowances and retention.
Our leads come from several sources.
Each source export is a source file, so close rate is reported per source rather than blended.
Pricing
Flat monthly pricing with no per-call, per-minute or per-form fees. The number here is the number on the invoice. Most lead generation agencies land on Agency — ten client workspaces, each isolated with its own allowance, plus white-label reports.
Starter
A single business getting started
$49/mo
billed monthly
- 1 workspace · 1 seat
- 500 sales records / month
- 6-month saved history
- Phone + email matching with confidence tiers
- Assisted column mapping
- Your logo on every report
- CSV export
Growth
Most popularA business scaling ad spend
$199/mo
billed monthly
- 1 workspace · 2 seats
- 5,000 sales records / month
- 13-month history (year over year)
- Campaign drill-down and period comparison
- PDF + shareable read-only report
- Your logo on every report
- Priority support
Enterprise
One business closing at volume
$499/mo
billed monthly
- 1 workspace · 10 seats
- 25,000 sales records / month (+$49 per 10,000)
- 24-month history
- Campaign drill-down and period comparison
- Your logo on every report
- Roles, permissions and guided onboarding
Agency
Reporting on many clients at once
$799/mo
billed monthly
- 10 client workspaces (+$25/mo each)
- 10 seats
- 10,000 sales records / month per workspace
- 24-month history
- White-label reports — our mark removed entirely
- Roles, permissions and guided onboarding
Questions lead generation agencies ask
Your delivered-lead export and the client's closed sales.
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