One dashboard.
Every client's leads handled.Every client's leads handled.
Manage multi-client pipelines, auto-qualify campaign leads with per-client AI rules, and prove every lead was handled — all from one workspace.
Campaign Dashboard
4 active clients
142
leads
34%
conv.
87
leads
41%
conv.
63
leads
28%
conv.
105
leads
37%
conv.
Fresh Bakes · FB Ad
"Hi, I saw your croissant promo — can I order for an event?"
Built for every marketing agencies workflow.
Client Onboarding
Client enquiry lands
Prospect reaches out via website, referral, or ad — WhatsApp or web form.
AI collects brief & budget
AI asks about goals, target audience, budget range, and timeline — captured in under 2 minutes.
Scope confirmed via WhatsApp
Templated scope and pricing message sent for client confirmation. No PDF back-and-forth.
Workspace created in minutes
New client workspace with pipeline, AI flows, and team assignments — ready before the first campaign goes live.
Campaign Lead Management
Ad leads land in real time
FB, IG, Google, TikTok ads funnel leads straight to WhatsApp — tagged by client and campaign.
AI qualifies per client rules
Each client has custom qualification logic — budget, intent, location, urgency — applied automatically.
Routed to client sales team
Qualified leads land in the right client pipeline, assigned to the right salesperson.
Every lead logged & attributed
Source, campaign, response time, status — all tracked. Nothing slips through, nothing goes unproven.
Multi-Client Analytics
Data collected automatically
Leads, response times, conversion rates, and pipeline value — pulled from all channels per client.
Per-client dashboard live
Each client has a live dashboard with their own metrics, filterable by date range and campaign.
Proof of performance built-in
Client says "where are my leads?" — you show them exactly: every lead, every touchpoint, every conversion.
Share or walk through
Show the dashboard on a call, or share a branded link. Your workspace logo makes it feel like your own platform.
One inbox. Every client's leads.
Leads from every client land in one place, color-tagged and auto-qualified with client-specific AI rules.
Multi-Client Inbox
All clients · 5 active leads
Event catering enquiry
via WhatsApp · AI handling for Fresh Bakes
<0m
Lead response time
AI replies in seconds
0%
Leads attributed
Every lead tagged by source and campaign
0
Unproven leads
Full audit trail — protect your agency from blame
0/7
Always qualifying
AI handles leads even when your team is offline
Frequently Asked Questions
Everything you need to know about Raion for marketing agencies.
Yes. Each client gets their own pipeline, team assignments, AI flows, sequences, and labels. Switch between clients in one click. Your account managers see only their assigned clients; agency admins see everything.
Yes. Each client workspace has its own AI script, qualification questions, response tone, pricing info, and booking links. A bakery AI sounds different from a dental clinic AI — both run from your single agency dashboard.
Every lead is logged with source, campaign, timestamp, AI response, and outcome. Show them the dashboard: exactly how many leads came in, how fast they were responded to, where each one stands. Full audit trail — no more finger-pointing.
Every lead is auto-tagged by ad source, campaign name, and client. Your dashboard shows leads, CPL, and conversions by campaign — so you can prove exactly which spend is delivering results.
Your workspace logo is front and centre. When you share dashboards or walk clients through the data, it reads as your tool — not a third-party platform. Our branding stays minimal and subtle.
From the blog
Marketing Agencies insights & guides
For Agencies: Resell Sales Automation Under Your Own Brand
Your agency generates the leads — but clients churn when those leads don't convert, and that's rarely your fault. Here's how to own the whole funnel and earn recurring revenue with Raion's four-tier partner program.
Why Marketing Clients Fire You at Month 4 (It's Not the Results)
Most agency churn isn't a results problem — it's a visibility problem. Clients fire you when they stop seeing the work, even when leads are flowing. Here's the gap and how to close it.
Marketing Agencies: Stop Reporting Clicks. Report Pipeline.
Most agency retainers die not because campaigns underperform but because clients never see the pipeline impact. Here is how to fix the reporting blind spot in 14 days.