Leads that stay on the brand
Capture from web forms, your site script, or the API — then route to that client’s closer instead of a shared pile.
14-day free trial — no card
The agency CRM that keeps client brands apart
Ledrix isolates each client’s leads, generates Stripe and PayPal under that brand’s own merchant, and keeps commission-only closers out of your full database — no credit card required.
Runs on the rails you already use
Stripe
PayPal
CSV / sheet import
Lead capture script
Webhooks
API tokens
Brand isolation
One workspace. Every client kept in its own lane.
Stop stuffing every LLC into one CRM and one payment account. Each brand carries its own pipeline, merchant keys, closers, and paperwork — inside the same agency login.
- Leads route to the client brand and the assigned closer
- Payment links generate under that brand’s Stripe or PayPal account
- Disputes and chargebacks attach to the right client’s payment
- Brand payouts and invoices stay reconcilable
Brand A — inbound lead
Web form · routed to assigned closer
Brand A merchant
Brand B — payment link
Stripe checkout · $2,400 deposit
Brand B merchant
Closer view
Assigned book only — no full database
Scoped
Client portal
Order status, invoices, briefs, tickets
Client only
Same workspace — separate pipelines, merchants, and access.
Cleaner. Safer.
Everything an agency sales floor actually runs on
Lead intake, seller routing, payments on the right merchant, delivery, and client visibility — without a spreadsheet dump at the end of the month.
Admin & seller workspaces
Admins see every brand. Front sellers and project managers see assigned records only.
Paid on the right merchant
Send Stripe or PayPal links straight from the lead card, under that client’s own account keys.
Orders, projects & tasks
Turn a paid order into delivery work with owners and status your team can actually follow.
Client portal
Clients check order status, invoices, briefs, and tickets instead of emailing “any update?”
Lead scoring that learns
A generic baseline on day one, blended with your own closed deals as history builds up.
More than a lead list
From “yes” to collected — on the correct account
Your closer sends the link from the lead card. Ledrix picks the brand’s merchant, tracks the order, and opens the client portal once it is paid.
Brand-aware checkout
Account keys are stored per brand, so the deposit never lands on the agency default.
Renewals & milestones
Charge a deposit now, milestones later, and keep each payment attached to the order.
Payment link
Secure
$2,400.00
BrandClient A LLC
MerchantClient A Stripe
ServiceWebsite redesign
CloserAssigned seller
Pay deposit
Dispute trail
If a chargeback arrives, it is already tied to that client, order, and closer.
Portal handoff
Paid orders open a client portal view with invoices, briefs, and ticket history.
Spot issues faster
Oversight your finance and delivery leads can trust
Know which brand earned it, who closed it, and where a payment went sideways.
Why trust Ledrix?
Built multi-tenant first — not a single-company CRM with folders
Your agency workspace is isolated from other agencies, and inside it every brand and role has its own boundary.
Isolated workspaces
Each agency runs in its own tenant workspace — not a shared table with a filter.
Two-factor authentication
TOTP with recovery codes, plus a Security Settings area to rotate codes or reset a locked-out teammate.
Role-based access
Admin, finance, front seller, project manager, and client portal each see only their scope.
Single sign-on ready
OIDC SSO is available for workspaces that need centralized identity.
Your domain, your brand
Client portal custom domain and white-label flags on supported plans — not a fully reskinned admin CRM.
Bring your history
Import past leads and sales from a sheet, with mapping, preview, and rollback.
Who sees what
Access is decided by role, not by trust
The same workspace looks different to an admin, a commission-only closer, and your client.
| Capability | Agency admin | Closer / PM | Client portal |
|---|---|---|---|
| All client brands and pipelines | |||
| Assigned leads and follow-ups | |||
| Create payment links | |||
| Merchant keys per brand | |||
| Order status, invoices & briefs | |||
| Support tickets | |||
| Team seats, security & audit log |
Feature availability depends on your plan — compare plans and limits.
FAQ
Common questions
Do I need a credit card to start?
No. Start the 14-day trial free. You only pay if you continue after the trial.
Who is Ledrix for?
Agencies and sales teams in the US and UK that run multiple client brands — and are done
stuffing them into one CRM and one payment account.
How fast can I go live?
Create your workspace, verify email, and open Admin CRM — usually in a few minutes. A
Getting Started guide walks you through brands, sellers, and payment keys in order.
Can commission-only closers see my whole database?
No. Sellers only see the records assigned to them, scoped to their brand — admins keep the
full view.
Can I bring existing leads and past sales?
Yes. Import from a sheet with column mapping and a preview step, and roll the batch back if
something looks wrong.
Take control of your client brands
Ready to keep the next chargeback on the right client?
Start your 14-day Ledrix trial — no card — and onboard your first brand today.