You sold the leads. Now prove they got called.
Marketing and CRM agencies that offer call-center services to clients: splice into the client's CRM, telephony, and system of record, run the follow-up, and report speed to lead and show rate from the ledger instead of a screenshot.
Attribution ends at the form fill.
The lead is yours until the phone rings.
The form fills at 10:48. The client's front desk calls on Thursday. The campaign gets blamed for a lead nobody worked.
Every client stack is different.
HubSpot here, HighLevel there, an EHR you have never seen. Each new client is a new integration project or a new set of logins.
The monthly report is a negotiation.
Numbers from three tools disagree, so the meeting is about whose export is right instead of what to do next.
Speed to lead, measured. Show rate, closed.
Connect the client's stack, run the follow-up inside it, and report from the same ledger the client can audit.
Speed to lead, measured
Time from form fill to first attempt, per client, per campaign, per agent, from the ledger row that recorded the attempt.
Connect the client's stack, don't replace it
CRM, telephony, and system of record: supported connectors today, others built during onboarding when the vendor exposes an API.
Show rate closes the loop
Appointments kept are read back from the client's system of record and tied to the calls that produced them.
Client-scoped access
Your agents see one client at a time. Scope is enforced on every request, and the client's data never crosses to another account.
A ledger the client can audit
Every action is hash-chained. The client sees what happened without asking you to prove it.
Content-free exports
Call aggregates, work-state transitions, and appointment outcomes flow to the client's data platform or yours.
See a client's leads, spliced.
Bring one client's CRM and phone system names; we'll show you the report you'd send them next month.