Digital Agencies CRM & Marketing Automation
Manage leads for your clients seamlessly
Digital agencies juggle dozens of client accounts, each with its own leads, channels, and reporting requirements. Switching between client inboxes, ad platforms, and spreadsheets eats into billable hours and creates room for dropped leads. WellPlan gives you a single workspace to manage every client's pipeline, conversations, and automations side by side. White-label dashboards let you present the platform under your own brand, while sub-accounts keep each client's data isolated. From lead capture forms to nurture sequences and review requests, you can build it once and deploy it across accounts.
Common challenges in digital agencies
Switching between client tools and inboxes wastes hours every week and slows down lead response times.
Reporting to clients takes manual effort across multiple platforms, with no single source of truth for performance.
Onboarding new clients is repetitive when you rebuild the same funnels, forms, and automations from scratch.
Proving ROI is harder when lead tracking, follow-up, and conversion data live in disconnected systems.
How WellPlan solves them
White-label client workspaces
Present WellPlan under your agency's brand with custom domains, logos, and color schemes. Each client gets a dedicated sub-account with isolated data, while you keep a parent view across the entire book of business.
Reusable campaign templates
Build a workflow, funnel, or form once and clone it across client accounts. Standardize onboarding, follow-up sequences, and review request flows so new clients go live in days, not weeks.
Unified inbox per client
Handle WhatsApp, Instagram DM, SMS, email, and web chat for every client from one screen. Assign conversations to team members, leave internal notes, and never lose context when switching between accounts.
Client-facing reporting
Share live dashboards or scheduled reports that pull lead volume, pipeline value, conversation activity, and campaign performance directly from each sub-account. Clients see results without needing a meeting.
Workflow examples
New client onboarding
Trigger: When a new client signs your service agreement
- 1Clone your standard sub-account template with pipelines, tags, and automations preconfigured
- 2Send the client an onboarding form to collect brand assets, integrations, and access credentials
- 3Trigger an internal task for your team to install tracking and connect channels
- 4Send the client a welcome email with their dashboard login and a kickoff calendar link
Lead handoff to client
Trigger: When a qualified lead is captured in a client sub-account
- 1Tag the lead with source and campaign for attribution
- 2Send an instant SMS or email notification to the client's sales rep
- 3Add the lead to the client's pipeline at the appropriate stage
- 4Start a nurture sequence if the client doesn't respond within a defined window
Monthly client reporting
Trigger: On the first of each month
- 1Pull lead volume, conversion, and pipeline data from each sub-account
- 2Generate a branded report with campaign-level performance
- 3Email the report to the client contact with a short summary
- 4Create an internal task to review accounts that fell below target
Frequently asked questions
Can I white-label WellPlan for my agency?+
Yes. You can apply your own brand, logo, color palette, and custom domain so clients log in to a platform that looks like yours. Sub-accounts inherit the branding, and you control which features each client can access.
How do you keep client data separated?+
Each client lives in their own sub-account with isolated contacts, conversations, pipelines, and automations. Your team can move between accounts from a parent view, but clients only see their own data.
Can I reuse funnels and workflows across clients?+
Yes. Build a funnel, form, or automation once in a template account, then clone it into any client sub-account with a few clicks. This is how most agencies standardize onboarding and recurring campaigns.
Does WellPlan support team collaboration on client accounts?+
You can add team members with role-based permissions, assign conversations and leads, leave internal notes on contacts, and create tasks. Activity is logged so account managers can audit work across clients.
Can clients log in to see their own data?+
Yes. You can grant clients access to their sub-account with restricted permissions so they see pipelines, conversations, and reporting but cannot change billing or core settings.
Ready to grow your digital agencies?
See how WellPlan can help you capture more leads, nurture relationships, and close deals — built around your industry.
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