Lead Management
From first signal to won deal — at lightning speed
Never miss a lead again. Capture them automatically via web forms, email and scraper, enrich them with company data, score them on buying intent and assign them to the right person — before the competition calls.
14 days free · no credit card · live in 5 minutes

3×
More leads captured
80%
Less manual data entry
2.4×
Faster conversion to deal
0
Duplicate contacts thanks to deduplication
Lead capture
Capture leads from every source — automatically
Whether a lead comes in via your website, a LinkedIn message, a forwarded email or a manual import: The Agency CRM captures it without you lifting a finger. Embedded forms, email-to-CRM and the built-in scraper push every lead straight into your pipeline.
- Embedded web forms with one snippet — no developer needed
- Forward an email to leads@yourdomain.com and it appears as a lead
- Scraper pulls company info from a URL and creates a lead record instantly

Auto-enrichment
Instant company and contact data — zero manual work
The moment a lead arrives, The Agency CRM automatically looks up company registration, LinkedIn profile, phone number and industry. Your reps start every call with full context instead of a blank form.
- Company registration, industry, revenue and headcount loaded instantly
- LinkedIn profile and business email address found automatically
- Extend custom fields with webhook data from your own sources

Lead scoring & assignment
Focus on the leads that are truly ready to buy
Set your own scoring criteria — company size, industry, behaviour, source — and The Agency CRM ranks your leads automatically. High score? Instant notification to the right rep. Low score? Automatically into a nurture flow.
- Custom scoring rules based on profile and behaviour
- Automatic assignment to rep or team based on score or region
- Routing rules: round-robin, load-balancing or fixed owner per segment

Deduplication & lead map
No more duplicate records — and see who is in your area
The Agency CRM automatically detects duplicates on email, name or company number and merges them with one click. The interactive lead map shows all your prospects geographically — ideal for trip planning and regional targeting.
- Automatic duplicate detection across multiple fields simultaneously
- Smart merge: keeps the richest record, no data loss
- Interactive map by region, industry or pipeline stage

Everything included
Everything you need to turn leads into revenue
From first touch to first payment — one system, no separate tools.
Multiple lead sources
Forms, email, scraper, API, CSV import, Zapier and native integrations send leads automatically to the right pipeline.
AI enrichment
The built-in AI assistant fills in missing fields, writes an opening email and suggests the best next step.
Smart segmentation
Filter leads by score, source, industry, region or custom field and build targeted lists for campaigns or follow-up.
Automated nurturing
Leads that aren't ready yet go automatically into an email sequence. When they click or reply, they are instantly flagged as warm.
GDPR-proof & secure
Consent management built into forms. All data stored in Europe, data processing agreement available immediately.
Lead reporting
See per source, channel and period how many leads come in, what they convert at and where the pipeline leaks.
"Leads used to be two days old before anyone picked them up. Now I get a notification within a minute and they're already enriched with company data. Our conversion rate went up 40%."
Lead map
See at a glance where your prospects are
The interactive lead map shows all your prospects on a map — filtered by industry, score or pipeline stage. Plan routes, spot clusters and find opportunities in regions you haven't touched yet.
- Filter by industry, score, stage or owner
- Click a pin to open the lead record instantly
- Export region selections as prospect lists for campaigns
Lead map
The Agency CRM
Related features
Discover what comes after lead management
Pipeline management
Drag deals through your stages and forecast revenue weeks ahead.
Learn moreMarketing automation
Nurture flows, email campaigns and funnels wired directly to your leads.
Learn moreAI assistant
Ask the AI who is hot, have it write a follow-up email or draft a quote.
Learn moreIn the product
See it in action
