Industries · Agencies

Internal tools for outbound
and lead gen agencies.

The campaigns already work. The tooling around them is a spreadsheet. We build the internal layer your agency runs on: prospect data flowing in from Apollo or Clearbit, sequences going out, replies qualified, and commission and margin visible per client without a Friday reconciliation.

Book a 30-min scoping call
The agency toolkit we ship with
Apollo.io syncClearbit enrichmentRole-based dashboardsNurture sequencesTwilio WhatsAppCommission trackingCron reconciliationStripe billing
Shipped in this lane

Real builds, live with users

Every one documented end-to-end. See the Agencies case studies, or browse all case studies.

Fixed-scope sprint

The Agency Tooling Sprint

For outbound and lead gen agencies running delivery on spreadsheets, disconnected tools and manual reporting.

3 to 5 wks
  • Prospect sync from Apollo.io or Clearbit into one database
  • Sequence and campaign tooling your team operates without you
  • Role separation for owners, admins, reps and clients
  • Booking and deal reconciliation, no Friday spreadsheet
  • Commission and margin per client on a single screen
  • Client-facing reporting you can hand over without editing it first

Add-onsWhatsApp outreach · AI reply qualification · white-label client portals

Fixed scope · Fixed price
Demo every Friday

Scope it in one call
Questions

Asked before every agencies build

Usually we build around it. If HubSpot or Pipedrive is working for your reps, we leave it and put the missing layer on top: reconciliation, commission, margin per client. We only replace a CRM when the thing you actually need is a different shape, which is what happened with Static, a nurture-first CRM for teams that were never going to run Salesforce.

That is most of the work. Apollo.io and Clearbit for prospect data, Twilio for WhatsApp and SMS, Stripe for billing, your calendar and your CRM. We have shipped all of these into production. If a tool has an API we can almost certainly wire it in, and we will tell you early if it does not.

Yes, and several agencies do. We separate roles from the first build so an agency owner, an admin, a rep and a client each see a different screen with their own permissions. White-label client portals are a common add-on once the internal tool is stable.

Also deep in Fintech HealthTech HR Tech
Next step

Running the agency on spreadsheets? Let's fix that.

Bring the workflow, rough is fine. In 30 minutes we will map what to build, what to integrate and what to leave alone, and you will have a fixed-scope quote within 48 hours.

Book the scoping call or email connect@raftworks.co