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Exa for agencies

Deliver leads your clients can see, follow up on and attribute.

Agencies need to prove that campaigns turn into revenue. Exa captures every lead with its source, routes it to the right person and shows which channels convert — with a separate workspace for each client.

Start free trial See a day with Exa
  • A workspace per client
  • Attribution from form fill to revenue
  • Proposals clients sign online
  • Connect anything with webhooks and the API
A marketing agency founder reviewing results on a laptop in a bright loft studio

The problem

Sound familiar?

What gets in the way for agencies — and what Exa is built to fix.

Leads disappear after you hand them off

You generate the lead, the client forgets to call, and the campaign looks like it didn't work.

Attribution is a spreadsheet exercise

Matching form fills and calls back to campaigns by hand is slow and error-prone.

Every client wants a different setup

Juggling separate logins, forms and pipelines for each account doesn't scale.

A day with Exa

What a better day looks like for agencies

  1. 8:00 AM

    A form fill, fully attributed

    Every lead captures its page, referrer, UTM parameters and click IDs, so you know exactly which campaign it came from.

  2. 8:01 AM

    The right person, notified

    An automation alerts the lead's owner the moment it arrives, so no client lead waits.

  3. 11:30 AM

    Pushed to reporting

    Signed webhooks send new leads and deal changes to your reporting stack, with retries and delivery logs.

  4. 2:00 PM

    Source ROI, not guesswork

    Lead source reports show conversion rates and revenue by source for any date range.

  5. 5:00 PM

    A proposal, signed online

    New retainers go out as quotes clients accept with a typed-name e-signature.

An agency team discussing a client campaign around a table in a sunlit loft

How Exa helps

Workflows built for agencies

1

A workspace per client

Create a separate workspace for each client with its own team, pipelines, forms and integrations, and switch between them from one login.

2

Attribution from form fill to revenue

Embeddable forms capture UTM parameters, click IDs, page URL and referrer on every lead, and lead source reports show leads, conversion rate and revenue by source.

3

Proposals clients sign online

Quote retainers and projects from a price book of your services. Clients accept with a typed-name e-signature, and you invoice in one click with QuickBooks Online kept in sync.

4

Connect anything with webhooks and the API

Push events to your own tools with HMAC-signed webhooks, or send leads in from ad platforms with scoped API keys.

Example pipeline

A pipeline that speaks your language

Start from stages agencies actually use. Rename, reorder or add stages any time.

  1. Stage 1New lead
  2. Stage 2Contacted
  3. Stage 3Qualified
  4. Stage 4Appointment set
  5. Stage 5WonWon
  6. Stage 6LostLost

Example automations

Set it up once. Let it run.

Each example uses Exa's built-in triggers and actions. Turn them on as-is or tweak them — or ask the AI assistant to build them for you.

Instant client notification

When

Form is submitted

Then

  1. Assign the lead round robin to the client's reps
  2. Notify the owner by email
  3. Create a call task due in 30 minutes

Push to reporting

When

Deal is won

Then

  1. Send a webhook to your reporting stack

Client kickoff

When

Quote is accepted

Then

  1. Create a kickoff task for the account owner
  2. Notify admins

Text messages are only sent to people with SMS consent and wait for your quiet hours to end.

Ask the AI

Questions agencies ask every day

Ask in plain English. The assistant answers from your data and asks before it changes anything.

  • “Which lead sources convert best?”
  • “Show my lead funnel”
  • “How many new leads did we get this week?”
  • “How is the team performing this month?”

Custom fields

Track what matters to you

Add custom fields to leads, contacts, companies and deals — text, numbers, currency, dates, yes/no, dropdowns and more. Teams like yours often track:

  • Campaign
  • Ad set
  • Landing page
  • Client package

Learn more

Guides and data for agencies

FeaturesGuide

Lead source tracking with UTM parameters

How UTM parameters and ad click IDs work, first-touch vs last-touch attribution, clean naming conventions and how to report conversion by lead source.

6 min readRead FeaturesGuide

Lead capture forms: turn website visitors into leads

How to design lead capture forms with fewer fields, clear consent checkboxes, spam protection and hidden attribution, then follow up fast.

7 min readRead Integrations & dataGuide

CRM API and webhooks: connect your CRM to anything

REST APIs vs webhooks explained, common CRM integration use cases, how to keep API keys safe, verify HMAC signatures, and handle retries and idempotency.

7 min readRead FeaturesGuide

Sales reporting: the dashboards and KPIs that matter

The ten sales KPIs small teams should watch, with formulas, plus how to report on funnel conversion, lead sources and rep activity weekly and monthly.

7 min readRead

FAQ

Exa for agencies: common questions

Short answers for agencies weighing up Exa.

Still have questions?

Start a free trial and see Exa with your own leads and pipeline, or email our team.

Start free trial Email us
Can I keep each client separate?

Yes. Run a separate workspace per client so their leads, pipelines and reports stay apart.

Does Exa capture UTM parameters?

Yes. Exa forms capture the page URL, referrer, UTM parameters, gclid and fbclid on every submission.

Can I send leads to other tools?

Yes. Outgoing webhooks are signed with HMAC-SHA256 and retried automatically, and a REST API lets other systems send leads in.

Can I report which campaigns convert?

Yes. Lead source reports show conversion rates and revenue by source for any date range.

More industries

Exa works across industries

Built for agencies. Ready today.

Set up your workspace in minutes, import your leads from a CSV and let Exa handle the follow-up.

Start free trial