Tired of testing out enterprise solutions that weren’t built for agencies? Inflexible pricing and lack of support put your business legacy at stake?
In this article, you'll discover how to simplify the management of your clients’ accounts and campaigns with lemlist, a tool built by the ex-agency owner.
It was created based on the 20K+ community and agency clients’ feedback to ensure high ROI with centralized client management.
Let’s say you have an agency that does outreach for multiple clients.
Typically that means that to manage their accounts and campaigns, you need to log in and out of each account constantly.
But what if you could manage all your clients from a single place?
It would save you time and give clear visibility over multiple accounts. By managing and accessing each client account in lemlist’s interface, there’s no need for constant switching.
You can segment clients into teams and assign campaigns to each from one convenient spot. Admin role will allow you to be present in each account and navigate between them in a matter of seconds:
In the centralized interface, you can see and change the list of all your teams, user settings, and even add a new user with a single click:
This efficient way of managing different accounts leaves no margin for errors and speeds up administrative processes. You’ll have more time to create outreach campaigns that stand out and, hence, get more clients for your customers and yourself.
As an agency, you’re probably using many tools, so minimizing their cost is essential.
The less money you spend on tools, the more profit you’ll earn, which results in better pricing options and closing more deals.
Since many clients can’t commit long-term, it’s important to have the freedom of choice on how to bill them. Agencies using lemlist love having the flexibility to sign clients on monthly plans.
Once you pick the plan that suits each client the most, you can have access to a clear billing overview from a single spot:
Under one roof, you’ll be able to manage your clients’ plans within seconds:
When managing "done for you" clients' campaigns, ensuring they don’t have access to other clients' accounts or their campaigns is important.
And if they want to access their insights, lemlist offers the possibility to give them access to their reports exclusively.
Agencies can add an “External” user with a passwordless login, which grants clients access to their campaign reports, user settings, and email provider settings - but no other data.
If you decide to grant your users access to their reports and campaigns exclusively, you’re making sure they can’t access any other client’s info or make any campaign changes.
Ultimately, it’s up to an agreement with your client if you want to grant them access at all. But, if you decide to do it, lemlist helps you keep it 100% safe and transparent.
As an agency member, you want to make sure you’re part of each client’s team as you need to manage their campaigns on their behalf.
But, adding the same admin role in multiple teams can be a pain as it quickly gets pricey.
That’s why agencies using lemlist can give access to admins (aka other team members) completely off charge.
So, how does it work?
Admin roles will remain free if these users don't have their email providers connected and no campaigns are sent from their email addresses.
For example, Tim's admin seat will be free, while Ena's will be paid:
To sum up, one more email address = one more paid seat.
If you’re doing cold emailing extensively, having a good IP warming strategy is crucial to avoid the spam folder.
But, warming up your email takes a lot of time as you need to send many emails to a set schedule.
So, how do you speed up and automate establishing a good sending reputation?
As deliverability is a key component of successful outreach, you should track it using the warm-up and deliverability booster, instead of looking at misleading metrics like open rates.
That’s why for each paid lemlist seat you'll gain access to lemwarm - a warm-up and deliverability booster that ensures high deliverability for the long run.
You’ll be able to:
Going multichannel allows you to connect with your target audience on their favorite channel, such as LinkedIn, which boosts your chances for more replies.
Still, searching for multiple clients’ leads and reaching out includes much manual work.
So, how can you expand your service offering without hiring new people?
Agencies using lemlist can create multichannel sequences with LinkedIn steps - all from a single place.
You’ll not only be able to increase your client's reply rates, but you will also bring more value without additional resources.
In just a few seconds, you can add:
1. LinkedIn profile visit → Adding this step increases the chances of leads accepting your client’s invite or replying. This is a perfect “soft touch” to stay in your prospect’s mind without being too intrusive.
2. LinkedIn invite → Being connected to prospects means exposing your personality and brand, which allows you to start building relationships more genuinely.
3. LinkedIn message → Whether you want to send an email, LinkedIn message, or reply to any of those, you can do it from a single interface - without switching between different apps.
4. LinkedIn voice message → You can now leave your leads a Linkedin voice message straight from within lemlist. And instead of reinventing the wheel for every campaign, you can use one of our pre-made templates of LinkedIn voice message scripts that have proven to work.
P.S. To make your life easier, you can use the lemlist Chrome extension to scrape your leads' profiles and quickly import their info into a campaign.
Or, to make it even easier, find and import your leads directly from lemlist’s huge lead database, here’s how ⬇️
No matter what tool you use, you must ensure your outreach campaign stands out if you want to get replies.
And the best way to catch prospects' attention is personalization.
When your prospects feel like your message was written especially for them, the chances for conversion only get higher.
So if you want to make your email unique without additional time and money, lemlist offers complete email personalization.
Here’s how custom variables work:
1. Add personalized text → No matter how many emails you send, you can automatically personalize any part of your message, including the intro line, pitch, or call-to-action.
2. Add personalized images → Insert easy-to-make video thumbnails and automatically customize any image with:
This will allow you to personalize outreach at scale, as lemlist does the hard work of adjusting each image to different prospects.
If you have team members managing multiple teams, finding automated workflows is crucial to scale.
So, to avoid unnecessary costs, you can use lemlists’ self-serve and easy-to-implement workflow integrations.
Connect your CRM, get instant notifications, receive leads from Google Sheets, and find prospects on LinkedIn - all within a single app. Use Zapier to connect lemlist with thousands of other popular apps and automate your work to have more time for what matters most - no code required.
To grow your business, you must constantly check for best practices, content inspiration, and sales automation hacks.
Finding them in the same place and joining a group of people with whom you can share your struggles or ask questions is not easy.
So, if you want to gather insights and exchange workflows with other similar businesses, you can join the lemlist family community.
A place where you can access free templates, guides, webinars, and real-life examples as a constant source of inspiration.
The weekly-posted content will not only help you out in testing different approaches but also nail outreach personalization at scale.
How does showcasing your agency in front of thousands of potential customers sound?
If you want to boost your agency’s visibility, you can do it by helping other businesses grow!
In the base of 20K+ clients, we often get asked for agencies to provide outbound services for them. As we truly believe that “we grow when you grow”, we created a lemlist partner program that helps you expose your business by sharing outreach tips.
You’ll not only reach a wide network of clients and partners but also:
Agencies love that without the hefty price of an enterprise solution, they get to do high-quality outreach that ensures high ROI for clients and themselves.
So if you want to:
✔️ scale your business
✔️ stay ahead of the competition
✔️ be cost-effective
✔️ retain your clients
✔️ have access to best practices
G2 Rating | Price | Best for | Standout feature | Con | |
---|---|---|---|---|---|
4.9 star star star star star | $30/mo $75/mo $2,999/mo | Large, distributed sales teams | AI evaluation precision, gamified KPIs | Lack of tracking system | |
4.6 star star star star star-half | Not publicly available | Sales operations and finance teams | Powerful configurability | Limited training resources and complex to navigate | |
4.4 star star star star star-half | Not publicly available | Mid-market and enterprise businesses | Comprehensive incentive management | Potentially high cost and steep learning curve | |
4.7 star star star star star-half | $15/user/mo $40/user/mo Enterprise: custom price | Complex sales structures and businesses of all sizes | Complex sales structures and businesses of all sizes | Steep learning curve | |
4.6 star star star star star-half | Not publicly available | Collaborative teams | Connected planning | Complexity and steep learning curve | |
4.6 star star star star star-half | Not publicly available | Companies with complex sales structures | Complex incentive compensation management (ICM) with high efficiency and accuracy | Complexity for smaller teams and potentially high costs | |
4.7 star star star star star-half | Not publicly available | Companies who want to automate commission calculations and payouts | Simplicity and ease of use | Lack of features like redirection | |
4.7 star star star star star-half | $30/user/mo $35/user/mo Custom: upon request | Businesses that need a comprehensive and user-friendly sales compensation management software | Ease of use and adoption | Lack of ability to configure the product based on user needs | |
4.8 star star star star star-half | Not publicly available | Companies with modern sales culture and businesses who want real-time insights | A built-in dispute management and real-time visibility | Users say it works slowly, customer support is slow | |
4.9 star star star star star | $30/user/mo $50/user/mo | Smaller sales teams | Powerful automation | Lesser user base and average user interface | |
4.7 star star star star star-half | Not publicly available | Companies with scalable needs | Automated Commission Calculations | Lack of filtering by date, no mobile app |
PRM Tool | Rating | Feature | Pro | Con | Mobile App | Integrations | Free Plan | Pricing |
---|---|---|---|---|---|---|---|---|
4.65 star star star star star-half | Org-wide alignment | User-friendly layout and database | Suboptimal as a personal CRM | square-check | Lack of tracking system | square-check | Team: $20/month Business: $45/month | |
4.7 star star star star star-half | Social Media Integration | Easy contact data collection | No marketing/sales features | square-check | Lack of tracking system | square-xmark 7-day trial | $12/month | |
4.75 star star star star star-half | Block Functions | High customization capability | Not a dedicated CRM | square-check | Limited | square-check | Plus: €7.50/month Business: €14/month | |
N/A | Open-source | Open-source flexibility | Requires extensive manual input | square-xmark | Limited | square-check Self-hosted | $9/month or $90/year | |
3.1 star star star | Simple iOS app | Ideal for non-tech-savvy users | iPhone only | square-check iOS only | Limited | square-xmark 1-month trial | $1.49/month or $14.99/month | |
3.6 star star star star-half | Smart Contact Management | Feature-rich and flexible | Reported bugs | square-check | Rich | square-xmark 7-day trial | Premium: $13.99/month Teams: $17.99/month | |
4.4 star star star star star-half | Customizable Interface | Customizable for teamwork | Pricey for personal use | square-check | Rich | square-xmark | Standard: $24/member Premium: $39/member | |
4.7 star star star star star-half | Integrated Calling | Integrated Calling | Too sales-oriented & pricey | square-check | Rich | square-xmark 14-day trial | Startup: $59/user/month Professional: $329/user/month | |
4.8 star star star star star | Business Card Scanning | Business Card Scanning | Mobile only | square-check | Limited | square-check | $9.99/month | |
4.45 star star star star star-half | 160+ app integrations | Comprehensive integrations | No free app version | square-check | Rich | square-xmark 14-day trial | $29.90/month or $24.90/month (billed annually) |
Capterra Rating | Free Trial | Free Plan | Starting Price (excluding the free plan) | Maximum Price (for the most expensive plan) | Best for | |
---|---|---|---|---|---|---|
4.5 star star star star star-half | square-check 14-day | square-check | €15/month/seat billed annually | €792/month/3 seats billed annually + €45/month for each extra seat | Versatility and free plan | |
4.2 star star star star | square-check 30-day | square-xmark But it offers reduced price to authorised nonprofit organisations | €25/user/month | €500/user/month billed annually (includes Einstein AI) | Best overall operational CRM | |
4.3 star star star star star-half | square-xmark | square-check Limited to 3 users | Comprehensive incentive management | €52/user/month billed annually | Small-medium businesses and automation | |
4.5 star star star star star-half | square-check 14-day | square-xmark | €14/seat/month billed annually | €99/seat/month billed annually | Sales teams and ease of use | |
4.1 star star star star | square-xmark | square-check Limited 10 users | $9.99/user/month billed annually | $64.99/user/month billed annually | Free plan for very small teams up to 10 |
CRM goal | Increase the sales conversion rate for qualified leads from marketing automation campaigns by 10% in the next 6 months. | ||||
SMART Breakdown | 1. Specific: It targets a specific area (conversion rate) for a defined segment (qualified leads from marketing automation). | 2. Measurable: The desired increase (10%) is a clear metric, and the timeframe (6 months) allows for progress tracking. | 3. Achievable: A 10% increase is possible based on historical data and potential improvements. | 4. Relevant: Boosting sales from marketing efforts aligns with overall business objectives. | 5. Time-bound: The 6-month timeframe creates urgency and a clear target date. |
Actions | Step 1: Refine lead qualification criteria to ensure high-quality leads are nurtured through marketing automation. | Step 2: Personalize marketing automation campaigns based on lead demographics, interests, and behavior. | Step 3: Develop targeted landing pages with clear calls to action for qualified leads. | Step 4: Implement lead scoring to prioritize high-potential leads for sales follow-up. | Step 5: Track and analyze campaign performance to identify areas for optimization. |
Outcomes | Increased sales and revenue | Improved marketing automation ROI | Marketing and sales alignment | Data-driven marketing optimization |