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For performance marketing agencies

Prove lead quality with your clients’ own data.

Clients say "the leads are bad." With salestrack, every client sees which ads produced customers and revenue — and your team can manage WhatsApp follow-up for them.

Performance agenciesFreelance media buyersGrowth consultants
Client: Bright Smile ClinicCampaign report
Your leads are not converting. Why should we renew?
Retarget carousel brought 8 patients at $100 each — 8x ROAS. Let us move budget there.
Leads
Contacted
Customers
Revenue
Routed to Agency account manager in seconds · example

How can agencies prove Meta ads ROI to clients?

By tracking each lead from the ad to the client’s closed deal. salestrack keeps the campaign, ad set and ad on every lead and records the deal value when the client wins it, so agency and client see the same cost-per-customer report.

Revenue by adLast 8 weeks · example ROAS4.2×
The leak

Agencies get blamed for slow follow-up

Leads die in the client’s inbox

Great campaigns, slow replies, unhappy client.

Reports stop at leads

You cannot show customers or revenue.

Renewals depend on trust

Without proof, budget gets cut.

How salestrack helps

Built for agency–client teams

Client setup
Meta ad accountConnected
WhatsApp numberConnected
Assignment rulesLive
Integrations →
A day with salestrack

From "the leads are bad" to a renewal

  1. Week 1 Connect the client Ads, WhatsApp and assignment rules live in an hour.
  2. Week 2 Fix the follow-up AI first reply and routing cut response time to seconds.
  3. Week 4 Share the ROI report Cost per customer by ad, from the client’s own deals.
  4. Month 2 Optimise and renew Budget moves to ads that bring customers.
Measure what matters

The numbers agency teams track in salestrack

Every number below is built in — no spreadsheets, no exports.

Cost per customer by ad
From the client’s own closed deals.
Lead response time
How fast the client’s team replies to your leads.
Lead-to-customer rate
Proof of lead quality, by campaign.
ROAS by ad set
Where to move next month’s budget.
Features you will use

Built for how agency teams sell

Meta ads ROI

Cost per customer from closed deals.

Learn more →

Team & branches

Agency roles without customer data.

Learn more →

AI sales agent

Fix slow follow-up for clients.

Learn more →

Integrations

Connect client ads and WhatsApp.

Learn more →
Ready-to-use WhatsApp templates

Messages your clients’ customers will answer

Utility

Lead welcome

Hi {{1}}, thanks for your interest in {{2}}. A specialist will message you in a few minutes.

Marketing

Re-engagement

Hi {{1}}, still interested in {{2}}? This month’s offer ends Sunday.

Utility

Booking confirmation

Hi {{1}}, your {{2}} is confirmed for {{3}}. See you then.

Browse the template library

FAQ

CRM for agency: frequently asked questions

Can I manage many clients?

Each client gets their own workspace. [CONFIRM: multi-workspace agency plan]

Can clients see my reports without customer data?

Yes. Roles can show ads and ROI while hiding phone numbers.

Is there a partner programme?

Yes — see Partners.

Does the client need to change their WhatsApp number?

No. With coexistence, they keep their number and the WhatsApp Business app.

How do I prove lead quality to a client?

Show lead-to-customer rate and cost per customer by ad from the client’s own closed deals in salestrack.

Can I white-label salestrack?

[CONFIRM: white-label availability]

Do agencies get partner pricing?

Yes — see the Partners page. [CONFIRM: partner terms]

Which regions do you support?

India, the UAE, Qatar, Bahrain, Kuwait, Saudi Arabia, Africa, the UK and North America.

Talk to us: info@salestrackcrm.com · WhatsApp +91 80860 14345

Get started

Close more. Chase less.

Start free today, or book a 20-minute demo and we'll set up your first WhatsApp number and assignment rules with you.

1Sign up and verify by WhatsApp or email
2Connect your WhatsApp number in minutes
3Link Meta lead ads and start replying