Run every client's leads from one agency view
A CRM for agencies gives one team a view across many clients: each client's leads captured from their own sources, followed up properly, and reported on outcomes. Vaalo's agency mode holds every client as its own tenant while agency users work across their clients from one login.
The agency problem
Client leads are scattered across each client's ad accounts, inboxes and portal apps, and reporting usually stops at clicks and lead counts. When a client asks what their spend produced, the honest answer takes a week of spreadsheet work, and by then the renewal conversation has already gone badly.
Agency mode, and the Host agent
Each client is a separate tenant with its own data, sources, pipelines and team, and agency users see their clients in one place. The Host agent runs a structured onboarding for each new client, step by step, so setup does not depend on one person remembering the checklist.
Marketing analytics → · AI agents, including Host → · Lead capture →
Each client's own sources
A client connects their own Meta, WhatsApp and portal sources to their tenant. Their leads are captured, assigned to their team or to yours, and followed up by the same agents and automations, with their data never visible inside another client's workspace.
Reporting a client respects
Leads, follow-ups, conversions and revenue recorded in the CRM, per campaign. When a client asks what a campaign produced, the answer is their own sales data, not a screenshot of an ads dashboard.
One straight note
Vaalo does not offer white-labelling today, and we will not pretend otherwise on a sales call. What an agency gets is the multi-client view, per-client capture and outcome reporting described above.
Questions, answered plainly
How can an agency prove its ads are working?
Clicks and lead counts do not prove value; outcomes do. In Vaalo, each client's leads are tracked from the ad source to follow-up to recorded payment. Campaign reports show leads, conversions and revenue recorded in the CRM per campaign, so an agency can show a client what their spend produced, using the client's own sales data.
Can one agency team manage many clients in Vaalo?
Yes. Vaalo has an agency mode: each client is its own tenant with its own data, sources and team, and agency users can work across their clients from one login. Client data stays separated by tenant, so one client's leads are never visible inside another client's workspace.
See Vaalo on your own leads
Tell us where your leads come from and how your team follows up today. We will show you Vaalo set up for your business type, scope what you need, and give you a fixed quote.