Use case · Agencies
Run 8 client pipelines
without 8 spreadsheets.
Performance marketing, SEO, BD-as-a-service, you juggle client pipelines and new business in parallel. Leadkaun gives you a workspace per client, a protected new-business queue, and white-label reports that assemble themselves.
New Business · today
protectedYour own pipeline in its own queue, so it never gets buried when a delivery client escalates.
Retainer / project
₹50k – ₹25L
Pitch-to-signed cycle
7 – 180 days
Where leads come from
Referrals · LinkedIn · RFPs
01The platform, live
This is the actual agency console.
Not a video, the real product. Switch between client workspaces, work a ranked queue, and watch stale leads surface with the ₹ at risk per client.
Priority Queue3Priority Queue
Quick stats
| Lead | Value | Grade | Open | ||||
|---|---|---|---|---|---|---|---|
PS Priya SharmaNext Sunrise Realty | Asked for pricing on WhatsApp | ₹42L | A | Call now | Website form | 4m ago | |
DV Deepak Verma Jaipur Granites | Asked about bulk pricing | ₹19L | A | Call now | IndiaMART | 6m ago | |
RM Rahul Mehta Apex Capital | Replied, wants a walkthrough | ₹28L | A | Call now | Google Ads | 22m ago | |
GS Gaurav Sethi Surat Diamonds | Negotiating payment terms | ₹56L | A | Call now | Referral | 30m ago | |
LR Lakshmi Rao Vizag Seafoods | Wants a sample shipment | ₹13.5L | A | Call now | Trade fair | 52m ago | |
RB Ritu Bansal Ludhiana Knitwear | Replied within the hour | ₹5.4L | B | Follow up today | IndiaMART | 18m ago | |
VD Vikram Desai Deccan Motors | Booked a site visit | ₹15L | B | Follow up today | Website form | 1h ago | |
RI Rohit Iyer Nashik Agro | Went quiet after the first reply | ₹22L | A | Call now | Referral | 31d ago | |
KM Kavita Menon Trivandrum Homes | Site visit booked, no follow-up | ₹17L | A | Call now | Website form | 24d ago | |
SJ Sameer Joshi Indore Plastics | Asked for a revised quote | ₹11L | B | Follow up today | Google Ads | 19d ago | |
FS Farah Sheikh Hyderabad Tutors | Two replies, then silence | ₹8L | B | Follow up today | Facebook Ads | 16d ago | |
SP Suresh Pillai Coimbatore Pumps | Comparing two vendors | ₹31L | B | Follow up today | Referral | 1h ago |
Showing 1–12 of 24 leads
Quick answer
How does Leadkaun help B2B agencies manage multiple client pipelines?
Each client runs as its own workspace, separate pipeline, sources, cadences and analytics, so eight clients never collapse into eight spreadsheets. Your own new-business queue is protected, so it isn't crushed when a delivery client gets loud. Every lead is graded A–F, access is role-scoped, and a per-client CSV turns a white-label monthly report into a quick assembly. It runs alongside your stack, not instead of it.
02Why agency pipelines fray
Three patterns we see in every shop.
8 clients, 8 spreadsheets.
Every retainer runs a different sales motion, so most agencies end up with one sheet per client and a founder holding it in their head. Leads arrive from referrals, LinkedIn, inbound RFPs and event chats, and the notes live in a dozen tabs no two people read the same way. The moment the founder is out, the whole system stalls.
New business collapses when delivery gets loud.
When two retainer clients escalate the same week, the team drops into firefighting and the new-business pipeline goes untouched for days. Warm RFPs and referral intros, the leads that renew the agency's own revenue, age out while everyone services accounts. By the time someone circles back, the prospect signed with a shop that answered on day one.
White-label reporting eats your Fridays.
Every client expects a branded monthly report, and stitching one by hand from scattered sheets is hours of copy-paste per account. Across ten clients that's a recurring day-plus of senior time formatting instead of selling, and a thin or late report is exactly what makes a nervous client question the retainer.
03A workspace per client
Eight clients. Eight pipelines. Not eight spreadsheets.
Each client is its own workspace, separate pipeline, sources, cadences, templates and analytics, while the scoring stays consistent at the account level. Access is role-scoped: account directors see only their clients, the founder sees everything, without one giant shared sheet.
Workspaces · founder view
role-scopedOne pipeline per client, plus a protected new-business queue, and directors see only their own.
04The whole platform, for agencies
Eight modules. Every one tuned to multi-client sales.
Leadkaun isn't a lighter CRM, it's the lead-intelligence layer across every workspace you run. Here's what each part does for a shop.
Lead Scoring
Every lead graded A–F on fit, intent and quality, so a serious RFP never sits in the same list as a spray-and-pray cold DM.
See how it worksPriority Queue
A ranked callback list per workspace, so each account team opens the day to priorities, not a raw inbox.
See how it worksProtected new-business
The agency's own pipeline runs as a separate, protected queue that doesn't get crushed when a delivery client gets loud.
See how it worksMissed Opportunity Engine
Every stale Grade A/B lead with ₹ at risk, per workspace, so a warm RFP never quietly ages out during a busy delivery week.
See how it worksMorning Brief
Per workspace: the BD head sees new-business, each account director sees their own client's ₹ at risk, before the day starts.
See how it worksIntake Intelligence
Sift a list-buy or event scan, dedupe, spot junk, before an account exec wastes a week on a bad file.
See how it worksScore Evolution
An append-only timeline of every grade change, so a prospect that cooled between pitch and proposal traces to the cause.
See how it worksRep Tracking
Per-director ₹ retainer won, response time, proposals chased, across clients, outcomes, not activity counts.
See how it works05Your pipeline, protected
New business shouldn't go dark during a loud delivery week.
The agency's own pipeline is the one that renews your revenue, and it's the first thing to slip when two clients escalate at once. A separate, protected new-business workspace keeps those warm RFPs ranked and chased, so they don't age out while the team firefights.
The whole team drops into firefighting.
Separate queue, untouched, still chased on cadence.
06One score, across service lines
A performance retainer and an SEO project aren't won the same way.
Whatever mix of services you sell, the account-level ICP keeps grades consistent across the shop, and each workspace runs its own pipeline and cadences.
Performance / Ads
Budget size and channel fit drive it. Fast decisions, monthly retainers.
SEO / Content
Longer cycle, compounding value. Domain fit and ambition signal a keeper.
Web / Design
Project-shaped, scope-led. Repeat-work potential turns one project into a retainer.
BD-as-a-service
Their pipeline is your product. ICP clarity decides whether it's a fit.
Retainer renewals
Existing clients due for renewal, resurfaced with enough runway to have the talk.
07From RFP to retainer
See new business narrow, and where it leaks.
Every enquiry is graded, so you can watch the cohort move from RFP to retainer, and see which grade band is falling out between pitched and proposal.
New-business funnel · illustrative
Lead grades
77 leads
Grade A and B are the retainers to protect. The Missed Opportunity Engine flags stale RFPs before they age out.
08What a missed RFP costs
Put a rupee figure on the retainers slipping past you.
Assumes ~15% of those cold-but-serious leads would have converted. Illustrative estimate to size the leak, not a promise of recovered revenue.
See this on your own leads
Leadkaun grades your real leads A to F the same day and prices what is going cold. Free forever on 1 user and 100 active leads.
Industry benchmark
+21% digital,
more RFPs than you can chase.
India's digital advertising grew about 21% in 2024 and now rivals TV for the largest share of ad spend.
Source · DentsuAs budgets shift, agencies field more inbound project enquiries and RFPs than they can chase. The shops that qualify prospects, respond fast, and follow up on proposals win more retainers.
Respond fast
Day-one answer wins the retainer
Protect BD
Own pipeline can't wait for a quiet week
Report clean
White-label output protects renewals
Leadkaun gives every client a workspace, protects your new-business queue, and turns reporting into an export, alongside your stack, not instead of it.
09In their words
The retainer we lost was our own new business, buried under everyone else's.
Before
Forty portal enquiries a day, and the one we called first was whoever had messaged most recently.
“We were never short of leads. We were short of an order to work them in. The first morning the queue told us to call a site visit from nine days ago before any of the fresh ones, and that settled an argument we had been having for two years.”
Mandar Deshpande
Director of Sales, Vaastavik Realty
Pune · Real estate
10FAQ
Agency sales questions.
11Agencies by city
Localised pages for top agency hubs.
City-level guides with local client bases, retainer bands, and the referral and outbound channels that convert in each hub.
Keep reading
12Pricing
Flat per account, not per client workspace.
Add clients and account directors without the bill climbing seat by seat. Priced by team size and active-lead volume, free forever tier, no card, ~17% off on annual.
Starter
₹2,999/month
Up to 10 users · 5,000 leads
Adds the Missed Opportunity Engine — the ₹ going cold, priced.
Start StarterGrowth
₹7,999/month
Up to 30 users · 25,000 leads
Adds rep tracking, AI Learning and advanced analytics.
Start GrowthEnterprise, more than 75 users
Unlimited users, workspaces and leads on dedicated infrastructure, with SSO, private cloud and a success manager.
Ready when you are
Give every client a pipeline, not a tab.
Set up a workspace per client and one for your own new business. Leadkaun grades and ranks every lead, and keeps your BD queue protected, the same day you start.
Free ₹0 · no card · same-day setup · runs alongside your stack