Everything a sales agency needs.
Everything a sales agency needs.
CRM and leads
Leads, companies, pipeline and history in one place. With custom fields for every client, an import for leads and a switch that brings over everything from your old system.
Learn more
Calls and documentation
Call from the browser, use the Power Dialer, log the outcome in under 15 seconds, and the system tells you what to do next.
Learn more
Cold email campaigns
Campaigns with follow-ups, a daily limit and a send window, right inside the project. A reply stops the sequence by itself, and everything lands in the CRM.
Learn more
Buy leads
Pick an industry and a place, see the maximum price up front and start the run. The companies land in your CRM as leads, ready for the first call.
Learn more
Landing pages and funnels
Build landing pages and multi-step funnels, let the AI suggest one from your website, and publish on your client’s own address. The lead lands in the CRM with its source, and the appointment is in the calendar.
Learn moreSocial media (Beta)
Plan posts for Instagram, Facebook, LinkedIn and TikTok in the calendar, approve them as a team and see what works. Ideas, comments and leads stay in the same system as calls, emails and appointments. The planner is in beta for selected customers and is expected to be available to everyone in Professional from December 1, 2026.
Learn more
Inbox and email
Every employee with their own mailbox, every email on the right lead, and email and calls working hand in hand.
Learn more
Calendar and appointments
Booking with slot suggestions, distribution across the team, a public booking page and an email sequence that cuts no-shows without anyone writing emails.
Learn more
Tasks and projects
Not the full scope of a project tool, just what sales agencies need day to day: who does what, for which client, by when.
Learn more
Workflows and integrations
Preconfigured, not fixed. Every agency and every project models its own flow: stages, outcomes, required fields, consequences, cadence, templates, reports. And whatever comes in from outside, or needs to go out, runs through webhooks and the AI interface.
Learn more
Billing and accounting
Every billing model in the industry, per project, and time, appointments and closes turn into the draft invoice. Plus quotes, orders, e-invoices, recurring invoices, dunning and bookkeeping through to the Datev export in the same system.
Learn more
Team and scheduling
Job postings and applications, contract and personnel questionnaire, staff scheduling with time off and utilisation, permission profiles per person. New callers are productive in their first week because the documentation is already set.
Learn more
Time tracking
Calls gross and net, documentation and email, measured from events, with rules per client and a log for disruptions.
Learn more
Employees and recruiting
On the employees page you invite people, guide applicants through the process and create contracts from your templates. Permissions, project membership and compensation hang on the same person.
Learn more
Dashboard and ranking
One dashboard for sales, marketing, recruiting, fulfilment and finance, plus a ranking for your callers. Every metric shows numerator and denominator, and one click opens the cases behind it.
Learn more
Goals
Goals shows you on one page what you are working on right now: the targets your manager set with the current status, the goals of running campaigns in your projects and your own goals. In the Sales tab you train with Sparring on your real calls, with evidence instead of grades and for you alone.
Learn more
Clients and reports
Automatic reports, a view of their own with sharing per project, and hard blocks on anything internal. The report is both proof and a way to earn referrals.
Learn more
Marketplace
The marketplace holds ready-made flows, email templates and SMS templates from Leadmode. You choose, adopt with one click, and then change everything freely.
Learn more
Assistant
It explains, opens pages, highlights and fills in fields, and presses buttons once you confirm. Set-up and use without a manual.
Learn more
File explorer
An explorer for private files, the organisation, projects, leads and employee documents. Permissions, recycle bin, search and editing are built in, with no detour through someone else’s cloud folder.
Learn more