CRM for marketing agencies: run every client's leads from one place
A marketing agency's CRM has two jobs: winning your own clients and running your clients' leads. AttackDesk gives each client its own account and database, lets you build screens just for their business, and pays you a share of what they use.
On this page
The two jobs of an agency CRMHow agencies do it todayOne account per clientBuild for each clientSEO and analytics per clientA backend for client websitesContent factoriesWhat you earnAttackDesk and GoHighLevelHow to startQuestionsThe two jobs of an agency CRM
Most CRMs are built for one company selling to its own customers. A marketing agency needs two things at once:
- Your own pipeline. The businesses you're pitching, what you quoted them and when to follow up.
- Your clients' leads. The calls, texts and form fills your ads bring in for each client, and the follow-up that turns them into jobs.
The second job is where agencies win or lose clients. If the leads you paid for sit in an inbox nobody checks, your ads look like they don't work.
How agencies do it today
Many agencies run clients on GoHighLevel. You get sub-accounts for each client and can put your own brand on them. Its plans run from $97 a month for 3 sub-accounts to $497 a month with SaaS mode, and its AI Employee is another $50 or $97 a month per sub-account.
It works, but every client gets the same software. When a client needs something specific to their business, you wait for the platform to build it, or work around it.
One account per client
In AttackDesk, each client gets its own account, with its own database, phone number and app.
- You set it up, they own it. Make the account from Clients in your dashboard. You're an owner so you can set it up, and you invite the client's own owner, because the account belongs to them.
- Staff see only their clients. You can limit each person on your team to only some client accounts.
- Clients stay separate. One client never sees another client's records or code.
- Their leads, their number. Texts and calls go out from the client's own business number, and every reply lands on the lead's record.
Build for each client
This is the part agency CRMs usually keep to themselves: the code. With Claude Code or Codex, you can change a client's app to fit how their business works. A roofer gets a screen for inspection photos and insurance claims. A med spa gets a membership and rebooking flow.
Build something once and you can share it with the clients who need it: an agency keeps shared components and chooses which clients get them. With the client's permission you can rebrand their app too, while it's on managed services. Read more in building sections for your own business.
SEO and analytics for every client
Most agencies sell SEO too, and pay for a separate tool to do it. In AttackDesk the SEO tools live in each client's account, next to their leads:
- Keyword research and saved keywords, with the page each keyword belongs to and its priority.
- Rank tracking for up to 20,000 keywords per site.
- Site audits that crawl the client's site and list what's broken.
- Google Search Console and Google Analytics, connected per client, so every page shows what Google shows it for and where it ranks.
- Page reviews by Jev, a specialist AI model that scores each page and checks which keywords it fits.
Need something we don't have? You have the code. Connect PostHog or any analytics tool your clients already use with Claude Code or Codex, and report on it next to their leads.
A backend for your clients' websites
When you build a site for a client, its backend can live in the same account as their CRM:
- Hosting. Publish a static site straight from its code.
- Leads into the CRM. A site with its own server code, like a Next.js app, sends each form fill to the client's CRM through the API, as a contact and a deal in their pipeline.
- Email. Send from the client's domain, at the published rates.
Hosting and email count as usage, so your 5% applies to them too. Every site you launch is another line of income, not just a one-time build fee.
Build a content factory
With the keywords, the pages and an AI agent in one place, you can build a content pipeline for each client. For example: an agent picks the next keyword from the client's saved list, drafts the page, Jev scores it, you review it, and it's published to the client's site. The keyword's status moves from Not started to Live on its own. Build it once with Claude Code or Codex, then share it with the clients who need it.
What you earn
Agencies earn through the affiliate program: 30% of each client's monthly plan payments and 5% of what they're charged for services other than AI, like texts, calls, numbers, email and hosting. It's paid to your Stripe account on the 1st of each month.
An example
What an agency earns a month
AttackDesk and GoHighLevel, side by side
| GoHighLevel | AttackDesk | |
|---|---|---|
| To start | From $97 a month | Free to download; client accounts need a $29+ plan |
| Clients | Sub-accounts in your agency account | Each client owns its own account and database |
| Your brand | White-label | Rebrand with the client's permission |
| Change the software | No, the code stays GoHighLevel's | Yes, with Claude Code or Codex, per client |
| AI | AI Employee, $50 or $97 a month per sub-account | Per model at the published price, or bring your own agent |
| Client websites | Funnel and website builder | Host the static sites you build; leads and email through the API |
| How you earn | Resell, and mark up usage in SaaS mode | 30% of plans and 5% of usage, paid monthly |
GoHighLevel prices from its pricing page, checked October 2, 2026.
How to start
- Get on a monthly plan of $29 or more, so you can make client accounts. See the monthly plans.
- Make your first client account from Clients, and invite the client's owner.
- Bring in their leads from a spreadsheet or GoHighLevel, and set up their business number.
- Put an agent on follow-up. See AI agents for small business for the jobs to start with.
Get AttackDesk freeRun every client from one dashboard, and earn on what they use.
Questions
What is the best CRM for a marketing agency?
One that runs your clients' lead follow-up, not just your own sales pipeline. Look for a separate account per client, staff access you can limit to some clients, texting and calling built in, and a way to earn on what your clients use.
Is there a free CRM for agencies?
AttackDesk is free to download and customize. To make client accounts from the dashboard, your agency needs a monthly plan of $29 or more, and every person gets five free spots for client accounts that aren't paying yet.
Can I white-label AttackDesk for my clients?
With the client's permission, you can customize and rebrand the client's app while it's on managed services. The core stays as it is: the connection to AttackDesk, updates, billing, and the terms and legal notices.
How do agencies make money with AttackDesk?
Through the affiliate program: 30% of each client's monthly plan payments and 5% of what they're charged for services other than AI, like texts, calls, numbers, email and hosting. It's paid through Stripe each month.