Assigned records only
Lead assignment CRM that keeps closers in their own book
A lead management CRM that dumps every inbound into one pile is how Brand B’s closer works Brand A’s list. Ledrix assigns each lead to a client brand and a seller the moment it arrives — and the seller panel refuses to show anyone else’s book.
Sandbox is a shared tour with sample data. A trial is a private workspace of your own.
- Dana WilkesAssigned · Hamza R.
- Priya ShahAssigned · Hamza R.
- New inboundRouting to brand closer
Generic CRM vs Ledrix on this job
Without the split
- Inbound sits in one sheet for three clients
- Whoever grabs it works the wrong brand
- No record of who owns the lead
In Ledrix
- Intake routes to a brand and a closer
- Seller panel is assigned book only
- CSV import maps old rows onto brands
Routing is the product, not a filter
Website scripts, forms, and API posts land on a named brand. Admins assign or auto-route the closer. The seller gets mail when a lead is assigned. They open follow-ups, notes, and the payment link on that deal. They cannot search the agency’s full lead database.
Brand-aware intake so lists never share a spreadsheet
Clear ownership on every lead
Seller panel: assigned book only
Lead scoring on plans that include it
CRM for leads without a shared pile
You can start with lead management only — brand-aware intake and seller routing — then add orders and merchant payment links when you are ready to collect. Historical CSV import maps old books onto brands instead of making closers start at zero. CSV is an admin upload with mapping, preview, and duplicate handling. It is not automatic synchronization from another CRM.
Site script and API for new inbound (automatic capture)
CSV import: column mapping, brand association, validation, preview
Duplicate handling on preview: merge, skip, or create-new
No invented IDs on historical rows
Why assignment belongs with payments
If the closer who owns the lead cannot send that brand’s Stripe or PayPal link, you still have a tab-hop mid-close. Ledrix keeps assignment and collection on the same record so the right person collects on the right merchant.
Lead, order, and payment stay on one brand
Commission-only access is a rule, not a hope
Admins still see the full pipeline
See the configuration, not a case study
The UI above is a labeled product demonstration. Open the example walkthrough for the exact setup — it is a scenario, not a customer result.
Related agency CRM pages
Same product. Different search intent. Each URL owns one job — the features hub lists every capability.
Prove it in a live agency workspace
14-day free trial, no credit card — a private agency workspace. Prefer a shared tour first? The sandbox uses sample brands and does not open organization billing.
Questions on this topic
Straight answers from the Ledrix product — then start a trial or read all features.
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. Start with brand-aware lead intake and seller routing so client lists never share a spreadsheet. Add orders and merchant payment links when you are ready to collect without mixing ledgers.
Generic CRMs treat your agency like one company. Ledrix treats each client brand as its own pipeline and merchant. Closers see only assigned records. Refunds and chargebacks land on the client who took the payment — not on whoever happened to be the default Stripe account.