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FlowNest CRM helps marketing agencies bring leads from Meta Lead Ads and Google Sheets into one centralized workspace. Manage client leads, follow-ups, sales pipelines, and reporting without switching between scattered spreadsheets and separate systems.
Built for agencies managing leads across multiple client accounts.
CONNECT YOUR LEAD SOURCES
Marketing agencies manage campaigns for multiple clients, and lead information can quickly become scattered across advertising platforms, spreadsheets, messages, and different workflows.
Leads arrive from different campaigns, spreadsheets, and client accounts with no single source of truth.
Manual lead tracking makes it easy to lose track of who needs to be contacted and when.
Every client's leads live in a different system, creating unnecessary operational overhead.
Agencies need a clear view of lead progress, pipeline activity, and sales outcomes across clients.
FlowNest gives marketing agencies one central place to organize and manage leads across multiple client accounts.
Connect your lead sources, organize incoming prospects, manage follow-ups, and track progress from one workspace.
Connect Meta Lead Ads or Google Sheets for the client account.
Bring incoming lead information into FlowNest CRM.
Keep leads organized inside the correct client workspace.
Assign leads, create tasks, and manage follow-up activity.
Move prospects through the sales pipeline and track outcomes.
Manage multiple clients from one agency account while keeping each client's lead data, pipeline, activity, and access organized separately.
Run all clients from one login.
Each client gets isolated data.
One admin, full visibility.
Control who sees what.
Connect lead sources, centralize data, and manage pipelines across every client account.
Connect Meta Lead Ads and bring incoming campaign leads directly into FlowNest.
Map spreadsheet columns and synchronize lead information into your CRM.
Search, organize, assign, filter, and manage leads across client accounts.
Track leads through your sales stages with a visual kanban pipeline.
Create and manage follow-up tasks and activities connected to leads.
Give clients access to their own workspace and relevant CRM information.
View lead, pipeline, sales, and performance information across clients.
Manage access between agency users and client users with permissions.
Connect your Meta Lead Ads and bring new prospects into FlowNest CRM without manually moving lead information between platforms. Automatically sync leads from campaigns on Facebook and Instagram.
If your agency or clients already manage leads in Google Sheets, connect the spreadsheet to FlowNest and map the relevant columns into your CRM.
Evaluate integrations and set up client profiles.
For boutique agencies expanding their operations.
For agencies managing client accounts at scale.
Connect your lead sources, organize client leads, manage follow-ups, and track sales pipelines from one centralized agency workspace.