The internal layer your agency runs on.

The campaigns already work. The tooling around them is a spreadsheet. We build the layer an outbound or lead-gen agency runs on: prospects in from Apollo or Clearbit, sequences out over email, SMS and WhatsApp, replies qualified by AI, margin visible per client.

Free call · Fixed-scope quote within 48h

Build sheetAgencies
Typical builds
Four-role agency analytics with booking reconciliation, nurture-first CRMs, WhatsApp outreach with AI reply qualification, SMS and email consoles, white-label client portals.
Timeline
3 to 5 weeks to a tool your team operates without you. Clickable by day 7, demo every Friday.
Stack
Next.js / ReactPostgresApollo.io APITwilio SMS & WhatsAppOpenAIStripe Billing
Roles & money
Owner, admin, rep and client each get their own screen and permissions. Every booking carries an audit trail. Commission and margin come from the same ledger the client sees.
Price
Fixed scope, fixed price, quoted within 48 hours of the scoping call.

What agency owners bring us.

Four shipped products. Two of them are now sold to other agencies.

Reconciliation that ends the Friday spreadsheet

Apollo.io syncs prospects in, admins reconcile bookings against disputes with a five-state pill and an audit trail, and each role sees exactly its own numbers. Nine screens, four roles.

See it in XDRhub

WhatsApp outreach with AI qualification

Each workspace runs its own Twilio number, templated campaigns go out at scale and an AI assistant qualifies replies the moment they land. Credit-based plans from $97 to $997.

See it in Tedy.ai

SMS and email from one inbox

Buy a number, import a list, run bulk SMS and email from one composer with one inbox and one ledger. Three clicks from signup to a working number.

See it in MessageWiz

A CRM for teams that will never run Salesforce

Import a lead from Clearbit or Apollo, drop them into a four-step nurture sequence, watch four fixed pipeline stages and three KPIs.

See it in Static
Reconciliation

Apollo is the source. The platform is the referee.

An outbound agency lives and dies on whether a booked meeting counts. When a client disputes one, the answer used to be a Friday afternoon in a Google Sheet. XDRhub made it a lookup: every booking carries a five-state status (attended, no show, declined, not a decision maker, unresolved) with a timestamped audit trail, and the numbers the client sees are the numbers the agency computes commission from.

Keep reading

That single ledger is the point. BDR commissions, agency expenses and client margin are three views of the same rows, so nobody reconciles anything by hand and every dispute has a record.

Speed to lead

Leads arrive, then nothing happens for six hours. That is the leak.

Whether the leads come from Meta lead forms, a cold WhatsApp campaign or an inbound page, the economics are decided in the first few minutes after a reply. We build the machine that catches them: instant follow-up over WhatsApp, SMS and email from one composer, an assistant that qualifies replies while the team sleeps, routing with escalation when nobody answers, and attribution from click to booked call.

Keep reading

Tedy.ai runs this at scale for agencies, with a separate Twilio number per workspace and WhatsApp’s template and opt-in rules built to rather than around. MessageWiz does it for SMS and email in one inbox. We do not run the ads themselves; we build and operate everything downstream of the click.

Around your CRM

If HubSpot or Pipedrive works for your reps, we leave it alone.

Most agency tooling is the missing layer on top of a CRM that is fine: reconciliation, commission, margin per client, client-facing reporting you can hand over without editing first. We only replace a CRM when the thing you need is a different shape. Static is that case, a nurture-first CRM for founders and small teams, with Clearbit and Apollo enrichment on the way in and scheduled sequences on the way out.

Keep reading

Connecting the tools you already pay for 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. If it has an API we can almost certainly wire it in, and we tell you early when it does not.

Reselling

Build it for the agency, then sell it to the agency’s clients.

Because roles are separated from the first build, an owner, an admin, a rep and a client each get their own screen and permissions. That is what makes white-label client portals a common add-on once the internal tool is stable, and it is why two of the four products in this lane are now sold to other agencies as SaaS.

Keep reading

Multi-tenancy is designed in from the start: one operator account, many organisations, many numbers, one Stripe billing relationship per tenant.

Five steps, no month-three surprise.

Fixed scope, a demo every Friday, and a first clickable version around day 7. The full process is on the home page.

  1. Day 0 Scoping call Thirty minutes to map the product and pick the stack. Fixed quote within 48 hours.
  2. Week 1 Wireframes to a clickable version Screens, flows and the data model. On day 7 you click, not read.
  3. Weeks 2 to 3 Core flows, demoed every Friday Built and integrated in the open. You test on the real build.
  4. Week 4 QA, deploy, handoff Deployed to production with handoff docs and a recorded walkthrough.
  5. Ongoing Sprints as usage teaches you A retainer or feature sprints, monitored, async over Slack and Loom.

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 across email, SMS and WhatsApp
  • Role separation for owners, admins, reps and clients
  • Booking and deal reconciliation with an audit trail
  • Commission and margin per client on a single screen
  • Client-facing reporting you can hand over unedited

Add-onsAI reply qualification · speed-to-lead routing · white-label client portals · Meta lead form capture

Fixed scope · Fixed price
Demo every Friday

Scope it in one call

Asked before every agencies build.

Everything else gets answered on the scoping call.

Ask us directly

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.

The follow-up. We build and operate everything downstream of the click: capture from Meta lead forms or landing pages, follow-up over WhatsApp, SMS and email, AI qualification, routing and reporting. Most clients keep their media buyer and hand us the system the leads land in.

Yes. Tedy.ai sends templated WhatsApp campaigns through Twilio with an AI assistant qualifying the replies, metered on credit-based billing. WhatsApp has real template and opt-in rules and we build to them rather than around them.

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.

Three to five weeks to a tool your team operates without you, with a clickable version around day 7 and a demo every Friday. Fixed scope, fixed price, quoted within 48 hours of the scoping call.

Running the agency on spreadsheets? Let us fix that.

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