Build a Lead Management App for Marketing Agencies
Track inbound client leads, project scope, and proposal follow-ups by service in one app. Spin up your own with Kleap. Free to start.
16,172+ sites created with Kleap in the last 30 days
A working app, not a template
What it is
A lead-management app for a marketing agency is a web-based system that captures inbound project inquiries and RFPs, tracks each prospect's services needed, budget, and proposal stage, and moves new business from first contact to signed retainer. It keeps your new-business pipeline out of scattered inboxes and spreadsheets.
What your marketing agency lead management tracks
Every field below is one you can add, rename, or remove by chatting with Kleap — a starting point tuned for marketing agency.
Services Requested
Agencies sell SEO, ads, branding, and web, so scoping exactly what the prospect wants shapes the proposal.
Budget Range
Qualifies whether the prospect clears your minimum engagement before you invest in a pitch.
Project Type
Distinguishing a one-off from a retainer flags the recurring-revenue deals worth prioritizing.
Industry / Vertical
The relevant case studies and expertise you lead with depend on the prospect's sector.
Pipeline Stage
Inquiry, discovery call, proposal sent, won, and lost map the new-business funnel from lead to contract.
Lead Source
Referral, inbound, cold, or event tells you which sources produce clients that actually close.
Estimated Monthly Value
Ranks retainers by the recurring revenue they would add so you forecast realistically.
Decision Timeline
Separates a prospect starting next month from one just exploring, so effort goes where it pays.
Assigned Account Lead
Giving every pitch an owner keeps handoffs clean and prevents inquiries from going unanswered.
What good looks like for marketing agency
One app, a view for everyone
New Business / Account Director
Proposals out the door and deals close to signing
Agency Owner
Total pipeline value, win rate, and which services sell best
Account Manager
Won deals moving smoothly into onboarding
Buy a tool, or own one built for you
Off-the-shelf software makes you fit its mold. With Kleap you describe the lead management you actually want and own it outright.
A typical lead management
- Monthly per-seat fees that grow with your team
- Your data lives on their servers, in their format
- Fixed features — you adapt to the tool, not the reverse
- Generic, not shaped around marketing agency
Built with Kleap
- Free to start — no per-seat pricing
- You own the app and its database, data stays yours
- Change anything by chatting — fields, views, workflow
- Shaped around how marketing agency actually works
Build it in 3 steps
Describe it
Tell Kleap what your marketing agency needs, in plain words.
AI builds it
Get a real working app with records, forms, and a dashboard.
Publish
Refine it in chat, then publish. It is a live app you own.
Frequently asked questions
Does it integrate with Slack, our project tool, or ad platforms?+
No. Kleap builds a standalone web app on its own database and does not connect to Slack, Asana, Google Ads, or Meta. It manages your new-business pipeline in one place, but it will not pull data from your delivery or ad tools. Those stay in their own systems.
Can prospects submit a project brief through it?+
Yes. Add an inquiry form capturing services, budget, and timeline, and each submission becomes a lead record your new-business team can qualify. That beats reconstructing scope from a long email thread.
Can I track retainers separately from one-off projects?+
Yes. Use a project-type field and an estimated-monthly-value field so you can filter your dashboard to recurring-revenue deals and forecast retainer income apart from project work.
Can I store the proposal PDF with each lead?+
Yes. Kleap supports file uploads, so you can attach the proposal, brief, or contract directly to the lead record. Everything for that opportunity stays in one place instead of a shared drive.
More Lead Management App use cases
Ready to build it?
Describe your marketing agency lead management and watch it come to life. Free to start, no code.