Lead routing & ownership
Website and form leads route to a client brand and a closer — not a shared spreadsheet waiting for someone to claim them.
Built for the mix-up generic CRMs ignore
Each client brand gets its own pipeline, merchant, and access — not a shared dump.
Ledrix CRM features start with the pain: mixed leads, a closer in the wrong book, a chargeback on the wrong Stripe account. Then the fix: brand isolation, merchant routing, a seller panel that only shows assigned records, and a portal so clients stop asking for updates.
Right merchant per brand
Assigned records only
No card for trial
Unlimited brands, one workspace
Why agencies leave one-CRM-for-every-client
If your current stack looks like the left column, a chargeback is already sitting on the wrong brand.
Without Ledrix
- Every client company dumped into one CRM
- One Stripe / PayPal login for the whole agency
- Closers can open leads they shouldn’t see
- “Where’s my project?” eats delivery time
- Chargebacks land with no client attached
With Ledrix CRM
- Each brand keeps its own pipeline
- Payment links generate under that client’s merchant
- Seller panel: assigned book only
- Clients check status and invoices in their portal
- Disputes attach to that client’s payment
The features agencies refuse to sell without
If a CRM mixes client companies, shares one merchant, or lets closers browse the whole shop — you will keep reconciling in a spreadsheet. Ledrix ships the split they need.
Focused seller panel
Assigned book only. Follow-ups on the deal. Commission-only closers cannot browse the agency’s full lead database.
Payment links on 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.
Multi-brand pipelines
Stop stuffing every LLC into one CRM. Keep Client A’s leads and money away from Client B — same agency workspace, clean split.
Try the split — then keep the workspace
Still collecting every client on one Stripe login?
Still collecting every client on one Stripe login?
Open a workspace and route the next payment to the right merchant.
Real agency workspace — no credit card. Isolate a brand, assign a closer, send Stripe or PayPal under that client’s keys.
- Real admin & seller panels — not a fake sandbox
- Live lead routing to your closers
- Payment links from the lead card day one
- Multiple brands under one login
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Lead & pipeline
Every lead gets a closer — not a shared pile
Lead routing, clear ownership, and a seller panel that only shows their book — the pipeline closers live in.
Brand-aware lead routing
Website and form leads land on a specific closer and brand while they’re still hot. Notes and history stay on the lead — so you never ask “who owns this?”
Seller panel for closers
Your assigned leads, follow-ups, and the payment link on that deal. No bloated admin CRM. Nobody cherry-picks someone else’s book.
Clear ownership
No “I thought you had it.” Activity sits on the opportunity — not in someone’s head or a group chat.
Site script & API
Drop a lead script on your site or POST to the lead API. The lead still lands on a closer and a brand — not an inbox.
Lead scoring
On eligible plans, intake can score a lead as real vs junk before a closer wastes a dial. It is a classifier — not a bot that writes emails. The same classifier is available as /api/v1/leads/classify when API access is on — see Integrations.
Renewals
When a client is already on the books, open a renewal from the order instead of starting a new pile in a sheet.
Payments
Payment link under the client who actually sold it
Stripe or PayPal from the lead card — generated on that brand’s merchant, not a shared agency default.
Links from the deal
Generate Stripe or PayPal inside the lead card under that client’s merchant keys. No hop to a shared billing login mid-close.
Order tracking
Quote to paid stays on the order. Closers and clients can see whether it landed.
Milestone billing
Staged cash when a project needs more than one invoice. On eligible plans.
Invoice from the order
Generate the invoice on the deal you’re already in. On eligible plans.
Disputes & refunds
Stripe and PayPal refund and dispute events land back on that client’s payment — so a chargeback is not a surprise Slack thread against the wrong brand. On eligible plans.
Payment webhooks
Paid and failed updates hit the CRM from Stripe or PayPal. Closers don’t refresh another dashboard to ask “did it land?”
Multi-brand / multi-LLC
Unlimited client brands. One agency workspace. No mixed ledger.
This is why agencies stop stuffing every LLC into one CRM. Each client brand keeps its own pipeline and merchant. You still run one workspace — and another company on Ledrix cannot open it.
Stop paying for two CRMs to keep brands apart
Client A’s leads stay with Client A. Client B’s money stays on Client B’s merchant. Closers don’t trip over another LLC’s book. Admins see every brand in this agency — not every tenant on Ledrix.
Every workspace is isolated from every other company on the platform. That scoping is live on day one. Agencies that need a dedicated CRM database for a workspace can request one — we provision it for that tenant.
- Separate brand pipelines under one account
- Routing that respects the brand the lead came from
- One bill instead of stacking seats per brand
- Sellers stay on their assignments — they don’t browse the whole shop
- Your workspace stays private from every other company on the platform
- Dedicated CRM database available when a contract needs structural separation
How isolation works · Try Basic free
Pain solved — Mixed clients, mixed merchants, mixed chargebacks
Client portal
Clients log in. They don’t email “where is it?”
Their orders, invoices, tickets, and progress — so they stop chasing the agency, and you stop forwarding screenshots from the wrong brand.
Orders & invoices
Clients see their own invoices and payment history. They don’t see other buyers.
Progress status
When your team opens a project, they can check status and tasks in the portal. They can also message the assigned seller — a human thread, not a bot.
Tickets
Clients open support tickets from the portal. Your closer, project manager, and admins get the mail — plus deadline reminders. Chat stays on the order; it doesn’t duplicate as email.
Agency & branding
Your brand on the door — when the plan includes it
For agencies reselling the workspace to their own clients. Buyers should feel they hired you, not Ledrix.
Custom domain
Resell the workspace under your agency’s name: clients and closers land on your hostname, not Ledrix. White-label the client portal under the agency’s own domain. You set the hostname and verify DNS in Organization. Eligible plans can also replace the Ledrix logo. Available on plans that include custom domains.
Admin & oversight
You see the workspace. Closers see their book.
Pipeline stats, routing, and team seats stay here — so closers stay in the seller panel and keep dialing.
Pipeline stats
Leads, orders, cash collected, and closer performance for the brands in your workspace.
Controls
Brands, users, routing, and payment accounts. Finance logins can be limited to payouts — they don’t run the full CRM.
Seller visibility
Leaderboard, performance views, and bonus tracking on eligible plans. Closers still don’t get the admin database.
Team seats
Invite admins and finance from the workspace. Sellers and clients are created by your team — trial signup is the org owner.
2FA, audit & data export
Optional two-factor on admin and seller logins. Lead-view activity on the Admin dashboard (who opened which lead). Org audit log plus a ZIP export you request with a reason. Security page.
Your Ledrix bill
Self-serve plan change and Stripe customer portal for the workspace subscription. That’s how you pay Ledrix — not how your buyers pay you.
Roles
Who sees what
Admin
Sees
- All brands, leads, sellers, orders, and reports in this workspace
Does not see
- Other companies on Ledrix
Seller
Sees
- Assigned leads, their orders, their clients, order chat, payment links on their deals
Does not see
- Other closers’ books, admin settings, payout reports, other companies
Client
Sees
- Own orders, invoices, projects, briefs, tickets, messages with their seller
Does not see
- Your pipeline, other clients, the seller panel, admin tools
Some teams also use a project-manager or finance login. Those stay narrower than admin — not a second full CRM.
Sheet import
Bring the old book — don’t make closers start at zero
Admin-only historical sales import. Map your CSV. Preview. Commit. Closers pick up real contacts, orders, and payments — not a blank pipeline.
CSV column mapping
Upload any sheet. Map headers to lead, order, payment-link, and payment fields. Save the map so the next import is faster.
Leads, orders, and payments together
One row can create the cascade a closer needs: contact, order, payment link, and payment — only from data that is actually on the sheet. Nothing is invented.
Preview before commit
See duplicates, unmatched brands, and what will be created. Choose merge, skip, or create-new — then commit or roll back the batch.
Single-brand or multi-brand sheets
Import one brand at a time, or map a brand column on plans that allow multi-brand import. Limits follow your subscription.
Integrations
Your site and tools can push. Closers still own the lead.
For the technical buyer: tokens, /api/v1, outbound events, and inbound payment webhooks — closers still get a named lead.
Lead script
Embed a brand script on your site. Form fields map into Ledrix. The lead still routes to a closer.
API tokens & /api/v1
On plans with API access, Organization → API tokens issues a Bearer / X-Api-Token.
Pull company, membership, invoices, and usage from /api/v1.
POST website leads to the public lead API — they still route to a closer and a brand.
/api/v1/leads/classify is the same real-vs-junk classifier as Lead scoring, callable from your stack.
Revoke a leaked token from the same screen.
Outbound webhooks
Organization → Webhooks: add your HTTPS URL and secret. Ledrix POSTs HMAC-signed events (for example invoice paid, membership activated) so your ERP or Zapier does not poll. Separate from that: Stripe and PayPal payment webhooks write paid, failed, refund, and dispute back onto the order — see Payments.
SSO & SCIM
Tell us your identity provider. We turn on OIDC sign-in for CRM admins and, if you want it, SCIM so the IdP can create and deactivate those accounts. Setup steps.
Prove the split in a live workspace — no credit card
Open Ledrix and do what agencies do: isolate a brand, assign a closer, send a payment link under that merchant. Watch the demo first if you want the tour.
Real admin & seller panels
Live lead routing
Payment links from the deal
Multiple brands, one login
Client portal
Pipeline visibility
Ready to stop collecting every client on one merchant?
Open a free agency workspace — no credit card. Route a brand, send Stripe or PayPal under that client, and keep closers out of books they shouldn’t see.
Feature questions agencies ask first
How brands stay isolated, where payment links generate, and who sees which records.
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.