All use cases Example scenario — not a customer story

Example: operating three LLCs in one Ledrix workspace

This walkthrough demonstrates how Ledrix is configured when each legal entity needs its own book — without a second SaaS login per LLC. It is an example scenario, not a customer case study.

See this workflow in Ledrix Explore the sandbox

Agency or holding-company owner

Scenario setup

Consider an operator with three LLCs. LLC A and LLC B each collect on Stripe. LLC C collects on PayPal. Each entity has its own leads and closers. The owner still needs one admin login.

Screen to film: Admin Brands list with three rows and a merchant status on each.

  1. 1

    Step 1 — One workspace, three brands

    In Ledrix an LLC is not a second tenant. You create one agency workspace, then add each legal entity as a brand. That is the split: pipelines live on the brand, the bill and admin login stay on the workspace.

    Brands inside an agency workspace
  2. 2

    Step 2 — Attach that LLC’s merchant

    Save Stripe or PayPal keys on the brand record. Ledrix does not invent a merchant. Until those keys are on LLC C, LLC C cannot generate a PayPal link under its own account.

    Brand-level Stripe / PayPal configuration
  3. 3

    Step 3 — Assign leads and sellers to the entity

    Inbound and imported rows land on a brand. Admins assign a closer. The seller is notified when a lead is assigned. Ownership sits on the lead — not in a shared sheet.

    Lead assignment to brand + seller
  4. 4

    Step 4 — Seller isolation

    Seller A opens the seller panel and sees assigned records only. They can follow up and send a payment link on those deals. They cannot browse LLC B’s leads, agency-wide lists, or admin tools.

    Seller panel, assigned book only
  5. 5

    Step 5 — Admin oversight

    The workspace owner still opens the admin CRM and sees every LLC’s pipeline, routing, and cash. Central visibility does not require giving closers the same database.

    Admin CRM across brands

Seller A can

  • Assigned LLC A leads
  • Follow-ups on those deals
  • Payment link on LLC A’s merchant

Seller A cannot

  • LLC B or LLC C books
  • Agency-wide lead search
  • Admin tools

Related product pages

Commercial pages own the buy query. This walkthrough shows configuration.

Keep each brand’s book apart The closer’s own login Payment links on the right merchant

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Questions on this example

Straight answers about how Ledrix is configured — not claimed customer results.

No. In this example each LLC is a brand inside one agency workspace. You do not pay for a second CRM to keep the books apart.

Not from the seller panel. Closers see assigned records only. Admins see the full workspace.