Stop losing clients to bad processes
Manage every client, project, and invoice in one place — so your agency can focus on delivering great work instead of chasing spreadsheets.
Why agencies are leaving their old CRM
Your current tool is slowing you down. Here's what agencies tell us when they switch.
Why agencies leave HubSpot
- Per-seat pricing gets expensive fast as your team grows
- Weeks of setup just to get your pipeline configured right
- Feature bloat means your team only uses 10% of what you pay for
- Marketing Hub, Sales Hub, Service Hub — too many products to manage
Why agencies leave Salesforce
- Enterprise pricing that doesn't make sense for a 15-person agency
- Months of onboarding and a dedicated admin just to keep it running
- Built for Fortune 500 sales teams, not creative agencies
- Overkill complexity that kills team adoption
Why agencies leave Monday
- It's a project manager pretending to be a CRM
- No built-in invoicing or recurring billing capabilities
- Limited pipeline customization for agency workflows
- Client communication stays disconnected from projects
Why agencies leave Spreadsheets
- Zero automation means hours wasted on manual data entry
- No email tracking, follow-up reminders, or activity logs
- Zero insights into pipeline health or revenue forecasting
- Data silos across team members with no single source of truth
Everything your agency needs in one CRM
Five features designed specifically for how agencies win and retain clients.
Every client, every detail, one view
See your entire client roster at a glance. Track contact info, contract values, project status, and engagement history without switching between tools.
| Client | Contact | Value | Status |
|---|---|---|---|
| Apex Digital | Sarah Chen | $8,500/mo | Active |
| Northwind Co. | James Okafor | $12,000/mo | Active |
| Bloom Studio | Maria Lopez | $4,200/mo | Onboarding |
| Coastline Brands | Kevin Park | $6,800/mo | Paused |
Autopilot your retainer billing
Set up recurring billing schedules for every retainer client. Never chase a late payment again — Lead16 handles invoicing on your schedule.
Professional invoices in seconds
Create branded invoices with line items, taxes, and payment links. Send them directly from Lead16 and track when clients open and pay.
| Service | Amount |
|---|---|
| Strategy Retainer | $3,500.00 |
| Social Media Management | $2,000.00 |
| Ad Spend Management | $1,500.00 |
Work from anywhere, even offline
Client meetings in basements, flights to conferences, or spotty coffee shop Wi-Fi. Your data stays accessible and syncs when you reconnect.
Keep your whole team in sync
Share client notes, assign tasks, and tag teammates with @mentions. Everyone stays aligned without endless Slack threads or email chains.
Lead16 adapts to your agency
Whether you manage campaigns, code, or creative — Lead16 fits the way your team works.
Digital Marketing
Track campaign leads, manage ad spend budgets, and tie every client touchpoint back to revenue.
Creative
Move projects from discovery to delivery with a visual pipeline built for design and branding work.
PR & Communications
Manage media contacts, track press coverage, and keep client communications organized in one hub.
SEO
Track client rankings progress, manage retainers, and report results alongside billing in one system.
Social Media
Manage content calendars, client approvals, and engagement reporting with streamlined workflows.
Web Development
Track project milestones, manage sprint-based retainers, and invoice on delivery with ease.
We used to spend the first two weeks of every new client relationship buried in spreadsheets and onboarding docs. With Lead16, our entire intake process is automated. New clients go from signed contract to kickoff meeting in under 48 hours.
Lead16 vs. the alternatives
See why agencies choose Lead16 over bloated enterprise tools and makeshift workarounds.
| Feature | Lead16 | HubSpot | Salesforce | Monday | Spreadsheets |
|---|---|---|---|---|---|
| Client management | ✓ | ✓ | ✓ | — | — |
| Recurring billing | ✓ | — | — | — | — |
| Built-in invoicing | ✓ | — | — | — | — |
| Visual pipeline | ✓ | ✓ | ✓ | ✓ | — |
| Team collaboration | ✓ | ✓ | ✓ | ✓ | — |
| Offline mode | ✓ | — | — | — | ✓ |
| Easy setup (under 1 hour) | ✓ | — | — | ✓ | ✓ |
| Price (per seat) | Free | $45/mo | $75/mo | $12/mo | Free |
Lead16
HubSpot
Salesforce
Monday
Spreadsheets
Your agency deserves a CRM that works as hard as you do
Join hundreds of agencies already using Lead16 to manage clients, automate billing, and grow their business.