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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Lead Generation Agencies workspace FY2026
Client revenue traced to a channel
$438,000 73% of $600,000 paid
- Paid search $246,000 · 41%
- Paid social $126,000 · 21%
- Affiliates $66,000 · 11%
- Direct / Unknown $162,000 · 27%
Direct / Unknown is shown, never shared out across the channels above.
Paid search · LeadFY2026 14 · (•••) •••-0134
Closed sale · FY2026 27$1,720
Matched · high confidence
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.
What you get
Built for Lead Generation Agencies.
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.
A worked example
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.
Total revenue$600,000paid client revenue
Attributed to a channel$438,00073% of revenue
Average deal$1,720per paid sale
Match rate76%of sales matched
| Channel | Sales | Revenue | Share | % |
|---|---|---|---|---|
| Paid search | 143 | $246,000 | 41% | |
| Paid social | 73 | $126,000 | 21% | |
| Affiliates | 38 | $66,000 | 11% | |
| Direct / Unknown | 94 | $162,000 | 27% |
01
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.
02
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.
Why it matters
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.
Honest answers
The pushback we hear from Lead Generation Agencies.
They say
Clients won't share their sales data.
We say
Some will not, and those stay as they are. The ones that do get a better price conversation, and that tends to travel.
They say
We deliver leads across many clients.
We say
A workspace each keeps them isolated, with separate allowances and retention.
They say
Our leads come from several sources.
We say
Each source export is a source file, so close rate is reported per source rather than blended.
Pricing
Flat monthly pricing. No per-call fees.
The number here is the number on the invoice — no per-call, per-minute or per-form fees. Most pay-per-lead and lead-gen agencies land on Agency — ten client workspaces, each isolated with its own allowance, plus white-label reports.
Agency
Reporting on many clients at once
$799/mo
billed monthly
- 10 client workspaces (+$25/mo each)
- 10 seats
- 25,000 sales records / month, shared across your workspaces (+$49 per 10,000)
- 24-month history
- White-label reports — our mark removed entirely
- Single sign-on through your identity provider
- Roles, permissions and guided onboarding
- Priority support
Questions
Questions we get about Lead Generation Agencies.
Anything else? Talk to us — a person answers, usually the same day.
Your delivered-lead export and the client's closed sales.
Yes, if the lead export names the source.
The report gives you the figure; the commercial model is yours.
Yes, a workspace each.
Your logo on every plan; Agency removes the CloseRev mark.
As long as your data covers. There is no attribution window.
Encrypted, isolated per workspace, deletable, DPA available.
Sales rows analysed per workspace in a calendar month. Lead rows do not count.
Nearby
Also worth reading.
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See how it worksPPC & Paid Search Agencies
Match each client's closed-sales export to the campaigns you ran, so a renewal starts from their revenue rather than your dashboard.
See how it worksStaffing & Recruitment
Match filled placements and the margin they earned to the campaigns that produced the client relationship.
See how it worksStart today
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