Agencies
Agency Lead Management CRM
Capture. Connect. Convert.
Performance and creative agencies juggle many advertisers. C2A supports multi-client lead ops through separate workspaces — each client keeps Meta, Google and RCS leads isolated.
The problem
Agencies often dump every client’s leads into one sheet or shared inbox. Reporting mixes brands, privacy boundaries blur, and Google webhook keys cannot safely serve every advertiser.
How C2A solves it
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. Delivery pods work inside the right tenant so audits and privacy stay clean.
Agency workflow
- Workspace per client — Do not mix advertisers in one login.
- Connect their channels — Meta Pages and Google webhook keys belong to that client account.
- Staff the pod — Assign client leads to the team that services them.
- Report honestly — Show Meta vs Google vs RCS volume from that client’s dashboard.
Key features
- Tenant isolation — Client A never sees Client B leads.
- Per-client integrations — Meta and Google keys stay inside the right workspace.
- Staff queues — Assign client leads to delivery pods.
- Shared product, separate data — One CRM — many customer organisations.
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
Integrations status
- Meta / Google / RCS per workspace Live — Configure under each client login.
- JustDial / IndiaMART / website forms Live — Where configured per client.
Inside C2A
Frequently asked questions
Can agencies manage multiple clients?
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.
Can C2A assign leads to salespeople?
Yes. Assign within each client workspace to the pod that owns delivery.
Which integrations are currently available?
Per workspace: Meta Lead Ads, Google Ads lead forms, RCS, JustDial, IndiaMART and website forms are live. WhatsApp API and portals are Coming soon.
Explore related pages
Ready to separate client lead ops?
Create a workspace per advertiser, connect their live channels, and keep reporting clean.