AgencyKit is a sales pipeline built for small agencies and freelancers. Give every lead a deal value, watch a probability-weighted forecast add up your columns, and let heat, rotting alerts, and automatic 1/3/7-day follow-ups keep every deal moving instead of quietly going cold.
AgencyKit Leads & Pipeline is a visual sales pipeline for small agencies and freelancers. You give every lead a deal value, move it through custom kanban stages, and read a probability-weighted forecast beside the raw pipeline total, so you always know what your open deals are really worth. Heat, rotting alerts, no-answer follow-up cadences, and a public capture form keep the board moving. It is included in every plan from $9 a month.
Ask what your open pipeline is worth this month and the honest answer is a shrug. Gut feel is not a forecast, and it won't tell you whether to hire or hold.
A promising lead sits three weeks with no next step. It isn't lost and it isn't moving, and nothing on your list is flagging that it stopped.
Which are close, which are cooling, which need a call today? Without stages, values, and heat, one flat list hides where the money actually is.
Every card carries a value and a next step, so the pipeline shows you where the money is.
Build the columns your sales actually uses and drag each deal along them. Every lead carries a value, so each stage adds up to a running total you can see at a glance.
Heat flags each deal hot, warm, or cold, and any lead left untouched too long visibly starts to rot, so the deals slipping away surface themselves before they're gone.
AgencyKit multiplies each deal by a probability tied to its stage and shows that weighted forecast next to the raw pipeline total, so you can call the month on numbers, not optimism.
Log a no-answer and reminders queue up for tomorrow, three days out, and a week out. A silent deal becomes a planned sequence instead of one you meant to chase.
Embed or share a public form, or point your ad platforms at a webhook, and new leads drop straight into the first stage, tagged by website, country, city, and social platform, with phone duplicates caught.
Filter every deal by source, country, city, platform, or up to ten custom fields of your own, in text, dropdown, number, date, or link, so you can work one segment at a time.
Every call and meeting lands on the lead's activity log, so its whole story sits in one place, and heat and rotting alerts flag it the moment momentum drops. Read the forecast to see which deals are close, then spend your day on the ones actually worth chasing instead of the loudest name in the list.
Try it freeWin a deal and it moves one click to the Clients side as a full client 360, its pipeline history intact.
| What you need | AgencyKit | Spreadsheet pipeline |
|---|---|---|
| Deal value & stage totals | Automatic per column | Manual formulas |
| Weighted forecast | Built in, by stage | Build it yourself |
| Stalled-deal heat & rotting | Visual, automatic | You'd never notice |
| No-answer follow-ups | Auto 1/3/7-day | Sticky notes |
| Leads into the pipeline | Form + ads webhook | Copy, paste, repeat |
| Turn a winner into a client | One click, history kept | Start a new file |
Add your open deals, give each a value, and watch the forecast add up in minutes.
14-day free trial · Pipeline in every plan · Cancel anytime