Agencies
Agencies CRM for multi-client lead management
Capture. Connect. Convert.
Performance and creative agencies juggle many advertisers. C2A supports agency-style ops through multi-tenant workspaces — each client account keeps its own Meta, Google, and RCS leads isolated.
How C2A helps
Give each client (or brand) its own C2A App Admin workspace. Connect that client’s Facebook Pages and Google Ads lead form keys under their login. Your delivery team works inside the right tenant so reporting and privacy boundaries stay clean.
Key features
- Tenant isolation — Client A never sees Client B leads.
- Per-client integrations — Meta Pages and Google webhook keys belong to that workspace.
- Staff queues — Assign client leads to the pods that service them.
- Shared product, separate data — One CRM product — many customer organisations.
How it works
- Step 1: Create a workspace per client — Do not mix advertisers in one login.
- Step 2: Connect their channels — Meta and Google under that client’s C2A account.
- Step 3: Deliver reporting from their dashboard — Show Meta vs Google vs RCS volume honestly.
Benefits
- Cleaner audits and privacy posture for client work
- Faster onboarding when a new advertiser starts lead ads
- Less spreadsheet forwarding between media and sales teams
Frequently asked questions
Can agencies manage multiple clients in C2A?
Yes — by using separate C2A workspaces (tenants) per client so leads and integrations never mix.
Can one Google webhook serve every client?
No. Each client workspace should generate and paste its own Google Ads webhook key.
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