Built for agencies running more than one client brand

Stop running five clients through one CRM and one Stripe account.

When every brand dumps into the same pipeline, leads mix, a closer opens a book they should never see, and a chargeback lands on the client who didn’t take the payment. Ledrix keeps each client’s leads, access, and merchant money apart — under one agency workspace.

Sandbox is a shared tour with sample data. A trial is a private workspace of your own.

No card required Each brand’s own Stripe / PayPal Closers see assigned records only Chargebacks stay on the right client

The mix-up is the product problem. Ledrix is the split.

Digital agencies in the US and UK still run client “companies” through one CRM, one payment login, and a spreadsheet on the side. Ledrix is the sales CRM that treats each client brand as its own pipeline and merchant — without giving you a second SaaS bill per brand.

For closers

Commission-only sellers should not see the whole agency database. Open a seller panel with assigned records only — then send that brand’s Stripe or PayPal link from the lead card.

  • Assigned book — not every client’s leads
  • Payment link under that brand’s merchant
  • Follow-ups on the deal, not in a shared sheet
  • Reply on the order — no Slack dig

For founders

One shared Stripe account is how a refund hits the wrong client. Give each brand its own merchant keys, then watch the real pipeline — not a spreadsheet that mixed three LLCs overnight.

  • Leads route to a brand and a closer — not a shared sheet
  • Seller panel: only what they need to close now
  • Payment links from the deal — correct merchant
  • Live workspace in minutes — no card to start

For agency owners

Still stuffing every client “company” into one CRM so a closer can see Brand B’s leads while collecting on Brand A’s Stripe? Run unlimited brands under one login — without mixing data or merchants.

  • Separate brand pipelines, one agency workspace
  • The right closer gets the right brand’s lead
  • Admins see everything; reps see only their book
  • Chargebacks tracked on that client’s payment

Every role gets its own view

Admin, seller, and client each sign into a different dashboard. Same agency. Same brands. A commission-only closer never sees the whole lead database — and a client never sees another brand’s invoice.

Admin

You see every client brand, closer, lead, and order in your workspace. Routing, merchant keys, and cash — not a seller’s stripped-down book.

  • Full CRM across all your brands
  • Assign closers and watch the real pipeline
  • Not mixed with any other company on Ledrix

Seller

Closers open a focused seller panel: assigned leads, orders, and the payment link on that deal. No bloated CRM. No browsing another client’s book. No company-wide lead dump.

  • Their pipeline — not yours, not the company’s
  • Send Stripe or PayPal without leaving the deal
  • Mail when a lead is assigned — then they own it

Client

Buyers log into a client portal — invoices, project progress, briefs, tickets, and a thread with their seller. They never see your other clients. They do not have to message you for a status update.

  • Their orders and invoices only
  • Status and task progress on their projects
  • No seller panel. No admin tools.

Three logins. One workspace. Separation without extra tools.

They don’t have to ask — they can check

“Where’s my project?” should not live in email or a 40-person Slack. Clients and sellers talk on the order — a real message thread, not a bot.

Client: check the order, then ping the closer

Open the portal. See invoice status and project progress. If something’s stuck, message the assigned seller on that order — same thread they use.

  • Status without calling the office
  • Human replies from your closer — not an AI
  • Tied to that order, not a shared inbox

Seller: check your book, then reply

Closers open their seller panel and see their pipeline — assigned leads and orders only. If the client writes on that order, they reply there. No admin CRM. No Slack dig.

  • Their book — not the company database
  • Same human thread the client already used
  • Chat sits on the deal. It doesn’t replace routing.

Four leaks agencies feel every week

Mixed leads. Closers in the wrong book. Payments on the wrong merchant. Chargebacks with no client attached. Ledrix closes each one.

Leads stop mixing

Website and form leads route to a named brand and closer — not a shared sheet where Client A’s inbound sits next to Client B’s.

Closers stay in their book

Assigned leads, follow-ups, and the payment link. Commission-only sellers cannot open the agency’s full database.

Money hits the right merchant

They say yes — you send Stripe or PayPal from the lead card under that client’s own account, not a shared default.

Chargebacks stay attached

Refund and dispute events land on that client’s payment. You are not reconciling a surprise Slack thread against the wrong brand.

The Ledrix story

Built because agencies were tired of sharing a ledger

While working with digital agencies, Zeeshan Asghar kept seeing the same failure: five client “companies” stuffed into one CRM and one Stripe login. Leads mixed. Closers opened records they should never see. Refunds and chargebacks landed on the wrong client. Spreadsheets and generic CRMs made it worse, not better.

In 2024 he founded Ledrix so an agency could run multiple client brands in one workspace without sharing a ledger — each brand’s leads, access, and merchant payments stay apart.

Today, Ledrix is the sales CRM agencies use to keep client brands, leads, and payments apart — without a second SaaS stack per LLC. Read the full founder story or explore CRM features.

1 agency workspace for brands, leads, orders & merchants
0 credit cards required to start your trial
∞ room to grow — add sellers & brands as revenue scales

Watch a lead hit the right brand — in 60 seconds

See the lead land on a client brand, the closer open only their assigned book, and a payment link go out under that merchant — before you create an account.

Ledrix CRM demo for agencies — brand isolation, seller panel, and Stripe or PayPal under the right merchant
Prefer to watch inline? Expand the player

~60 seconds · No signup required · Explore all CRM features

Four steps — from inbound lead to the right merchant

No more one CRM dump, one Stripe login, and Slack for “which client was that chargeback?” Closers work one screen. Money stays on the brand that earned it.

1

Lead lands on the right brand

Website, API, or form. That client’s closer gets it instantly — nothing sits unworked in a shared pile with every other LLC.

2

Closer works only their book

Assignments, follow-ups, and notes in one seller panel. They cannot browse the agency database — and they cannot collect on the wrong brand.

3

Payment hits the right merchant

Stripe or PayPal from the lead card — generated under that client’s own account, not a shared default.

4

Client checks it themselves

Portal invite and payment mail go out. They open invoices and project progress — no “where’s my project?” ping, and no view into your other clients.

Try the workspace first. Pick a plan after.

Plans from $45/month. Open a live agency workspace — no credit card — and send a payment link under the right merchant. Watch the 60-second demo if you want the tour first. Compare all plans.

If this is your week, the mix-up is already costing you

Three failures generic CRMs ignore — and how Ledrix stops each one.

Leads from three clients in one sheet

Inbound sits unclaimed, then a closer works the wrong brand. Ledrix assigns the lead to that client’s closer the second it arrives.

Chargeback on the wrong Stripe account

One merchant for the whole agency is how Client B pays for Client A’s dispute. Ledrix generates the link under that brand’s own Stripe or PayPal.

A closer saw a book they shouldn’t

Commission-only sellers should not browse the agency database. The seller panel shows assigned records only.

What agencies say after they split the ledger

"A chargeback used to mean a Slack hunt for which client it belonged to. Now it sits on that brand’s payment. We stopped guessing."
— Agency owner, multi-brand growth shop
"My panel is just my book. I cannot see the other clients. Payment links go out under the brand I’m closing — not a shared Stripe dump."
— Closer, multi-brand team

Ledrix CRM: the sales CRM that won’t mix your clients

Stop dumping every brand into one pipeline. Stop collecting on one Stripe account. Stop letting closers see data they shouldn’t. One agency workspace — isolated brands, the right merchant, and a client portal so buyers stop asking for updates.

Brand routing that claims ownership

Every inbound lead hits a client brand and a closer. No shared pile. No “I thought that was Brand B’s.” Built for agencies that cannot afford mixed lists.

Payments on the right merchant

Generate Stripe or PayPal inside the lead card under that client’s own keys — not hours later in a shared billing login after the Zoom ends.

Your data stays yours

Every agency gets an isolated workspace. Brands, sellers, and clients never mix with another organization’s data — and closers never mix with another client’s book.

Agencies ask this before they try Ledrix

Brand isolation, merchant routing, seller access, and whether you need a card to start.

Ledrix is a multi-tenant CRM for agencies that run multiple client brands. It stops you stuffing every company into one pipeline and one payment account — leads stay on the right brand, Stripe and PayPal links generate under that client’s merchant, and chargebacks attach to the payment that was actually disputed.

A seller panel with assigned leads, follow-ups, orders, and the payment link on that deal. Commission-only closers cannot browse the agency’s full lead database or another client’s book. They get mail when a lead is assigned, and they reply to that client on the order — not in Slack.

Yes. Generate Stripe or PayPal from the lead card in seconds after the buyer says yes — under that client brand’s own merchant account, not a shared default. You do not hop to a separate billing tab mid-close.

US and UK digital marketing and growth agencies, plus sales teams that manage more than one client brand — people currently juggling spreadsheets, a generic CRM, or a single Stripe login that mixes every client’s money.

Yes. Start a plan-based free trial with a real agency workspace — no credit card required. You only pay if you continue after the trial.

View all FAQs →

Your next chargeback should already know which client it belongs to.

Open a live agency workspace — no credit card. Route a brand’s lead, send Stripe or PayPal under that merchant, and keep closers out of books they shouldn’t see.