CRM for Ad Agencies

Stop losing clients to "the leads didn't convert."

A CRM for ad agencies is software that captures the leads an agency generates for clients and delivers them straight into each client's pipeline. Salesgem is built for ad agencies running Facebook and Google campaigns for clients — it delivers every Facebook lead instantly to your client's pipeline, manages all accounts from one dashboard, and proves your agency's ROI with conversion data they can see.

Create free agency account

Save time on client reporting Manage multiple clients No credit card required

Client Accounts + Add Client

TechCorp Inc

342 leads

↑ 23%

BuildPro Agency

218 leads

↑ 41%

GreenHome Realty

156 leads

↑ 18%

FitLife Studio

89 leads

↑ 67%

Why Agencies Choose Salesgem

Everything your agency needs to manage client leads at scale

↑ Retention

Client Retention Portal

Keep clients longer with transparent reporting and a dedicated portal that shows them exactly where their leads stand.

-38% CPL

Lower Cost Per Lead

Optimize acquisition funnels using data-driven insights to reduce wasted ad spend and lower cost per lead.

Higher Quality

Improved Lead Quality

Focus on high-value enquiries your client's sales team can act on immediately — less noise, more real opportunities.

One Dashboard

Multi-Client Management

Handle all your clients from a single Salesgem dashboard. Switch between accounts in seconds, not minutes.

Sales Process Excellence

Get involved in your client's sales process

Don't just generate leads — own the entire funnel. Monitor, track, and optimise each client's sales process from one place.

See pipeline stages across all clients in real time
Document interactions to spot bottlenecks early
Share data-backed reports that win client trust

Get started today

Client Sales Process Overview

Monitor Sales Funnel

Track pipeline stages with real-time insights across all your client accounts.

Pipeline View Real-time

Track Sales Activities

Document every interaction to identify patterns and coach your client's team.

Call Logs Follow-ups Notes

Optimise the Process

Use data-driven insights to improve conversion rates and report results to clients.

Analytics Client Report

Facebook Lead Delivery

Deliver Facebook leads to your client's CRM — instantly

Every Facebook and Instagram lead form submission is pushed directly into your client's Salesgem pipeline the moment it happens — no delays, no manual forwarding, no missed enquiries. Your agency manages the flow; your client's team follows up immediately.

Advanced retargeting of lost and inactive leads
Smarter lookalike audiences from qualified segments

Try Facebook integration

Facebook Lead Flow — Live

Pranav Nair

Facebook Lead — 2 min ago

New Lead

Jake Thompson

Lookalike Audience — Facebook

Lookalike

Arjun Sharma

Retargeted — Instagram

Retarget

Ryan Scott

Facebook Lead — 12 min ago

New Lead

Campaign Analytics

Know which campaigns convert — not just which ones generate leads

Track every lead back to the campaign that generated it. See which ad sets drive real conversions for each client — and tell them exactly where to shift their budget for better results.

Monitor leads by campaign across Facebook, Google and Instagram
Compare conversion rates across campaigns for each client
Spot best-performing campaigns and justify ad budget decisions
Turn campaign data into client reports that prove your agency's ROI

Campaign Analytics FitLife Studio ▾

Campaign Leads Conv. Rate

Facebook: Spring Promo

48 12

25%

Google: Brand Search

31 9

29%

Instagram: Story Ads

24 9

38%

Google: Non-Brand

18 3

17%

WhatsApp: Referral

11 5

45%

Best converting: WhatsApp: Referral — 45% conversion rate. Shift more budget here.

Sales Consulting Mode

Help your clients convert leads — not just capture them

Assign each client to a dedicated team member who monitors their pipeline, spots stalled deals, and guides their sales team from inside Salesgem. Go beyond lead generation — own the conversion too.

Assign any client account to a specific team member in seconds
Your team member sees the client's full pipeline and activity in real time
Act as an embedded sales consultant — spot bottlenecks, guide follow-ups
Retain clients longer by proving your agency drives real conversions

Get started today

GreenHome Realty

Sam K. — Account Manager

Enquiry 12 leads

3 new today

Contacted 8 leads

5 need follow-up

Presented 4 leads

2 awaiting decision

Converted 3 leads

this week

FAQ

Agency questions — answered.

Don't see what you're looking for? Our team replies within a few hours.

Contact support

A CRM for ad agencies is software that lets an agency capture the leads it generates for clients, deliver them straight into each client's pipeline, and track which campaigns actually convert. Salesgem is client lead management software for marketing agencies running Facebook, Instagram and Google ads: every Facebook lead is delivered to the right client's account in real time, your team manages all clients from one dashboard, and conversion reports prove the ROI that keeps retainers in place.

Salesgem is purpose-built for marketing agencies that run Facebook, Instagram, and Google campaigns for multiple clients. It connects directly to Facebook Lead Ads and delivers every lead instantly to the right client's pipeline — with campaign-level analytics showing which ads actually convert. You manage all client accounts from a single agency dashboard, assign clients to account managers, and generate ROI reports that justify your retainer.

Each client connects their Facebook page to their Salesgem account. Every Facebook Lead Ad submission is instantly delivered to that client's CRM pipeline — no manual entry, no delays, no forwarding. Your agency team can monitor, assign, and act on those leads from the client's account in real time.

Salesgem gives your agency a single dashboard to manage all your client accounts. Each client gets their own CRM workspace — their own lead pipeline, WhatsApp inbox, and performance reports. You can assign any client to a specific team member who monitors their pipeline, guides their sales team, and ensures leads are followed up on. Most agencies are fully set up in an afternoon.

Yes. Every client account is accessible from your agency dashboard — switch between them in seconds. Each client's leads, pipeline, and conversations are completely separate, so there's no mixing of data across accounts.

You can assign any client account to a specific team member inside Salesgem. That team member gets full visibility into the client's pipeline, lead activity, and WhatsApp conversations — so they can monitor progress, spot stalled deals, and guide the client's sales team like an embedded consultant.

Yes. Salesgem tracks every lead from source to conversion, so you can show clients exactly which campaigns are generating enquiries that turn into real customers. Client-level analytics and pipeline reports make retention conversations straightforward — you're showing results, not just activity.

Each client connects their own Facebook page and WhatsApp Business number to their Salesgem account. Leads flow directly into that client's pipeline automatically — no manual entry, no forwarding. Your agency team can monitor and act on those leads from within the client's account.

Loved by growing teams

Real stories from real agencies.

Salesgem became our lead management software the moment we started running serious paid ad budgets. Before this, leads were sitting in the spreadsheets unattended. Now every enquiry gets to the right dealer instantly, and the follow-up discipline has transformed how our network operates.

Subin SunnyCEO, Selzer Polymers

Real time lead notifications changed how our front office runs. Salesgem captures every enquiry in real time and ties it to the right specialist, which is exactly what a clinical setup needs. Salesgem stays clean, fast, and lets us focus on conversations, not configuration.

Muhammed ShamshadMarketing Manager, Ascent ENT Clinic

We run Facebook and Instagram ads constantly, and earlier our biggest gap was follow-up. Salesgem works as proper Facebook lead management software for our clinic; every enquiry lands in the right consultant's queue. For us, reaching the patient while they're still actively researching is everything.

Akhil T RManaging Partner, Re-Hair Transplantation

Salesgem is a proper lead follow-up CRM for small businesses like us. It does lead capture and follow-up really well, and it integrates cleanly with the channels we actually run — Facebook, Instagram, WhatsApp. Salesgem stays clean and fast, and lets us focus on conversations, not configuration.

Renju SebastianCEO, Eezix.ai

Real-time lead notifications matter a lot in our space. Customers signing up to delivery platforms are usually evaluating two or three options at once. Salesgem makes sure our team is the first to call — and being first is half the battle won.

Cibi ThomsCEO, Cbest Solutions

Course enquiries spike whenever we launch a new batch, and the difference between a full classroom and an empty one is how fast we follow up. Salesgem gave our counselling team the speed they needed without making things complicated.

Maya MPCEO, Growth Academy

Stop losing clients to "the leads didn't convert."

Everything your agency needs to manage client leads at scale

Get involved in your client's sales process

Deliver Facebook leads to your client's CRM — instantly

Know which campaigns convert — not just which ones generate leads

Help your clients convert leads — not just capture them

Simple pricing built for agencies

Agency questions — answered.

Real stories from real agencies.

Ready to manage all your
clients from one place?

Stop losing clients to "the leads didn't convert."

Everything your agency needs to manage client leads at scale

Get involved in your client's sales process

Deliver Facebook leads to your client's CRM — instantly

Know which campaigns convert — not just which ones generate leads

Help your clients convert leads — not just capture them

Simple pricing built for agencies

Agency questions — answered.

Real stories from real agencies.

Ready to manage all yourclients from one place?

Ready to manage all your
clients from one place?