Lead Tracking CRM 2024: Scale Your Agency with Centripe’s Powerful Solution

Searching for the ultimate guide to lead tracking crm? You just landed on the right page. In this comprehensive walkthrough, I’ll show you how Centripe can transform the way your agency captures, nurtures, and manages leads from start to finish. If you’re ready to experience an all-in-one CRM built for marketing agencies, Centripe is your ticket to smarter workflows, better analytics, and accelerated growth.

I know how hard it can be to juggle multiple tools, spreadsheets, and campaigns when you’re trying to scale. That’s why I trust Centripe—it’s been serving agencies for years, boasts thousands of active users, and has won industry praise for its AI-powered features. Whether you need a standard CRM or a fully white-label solution, Centripe adapts to your workflow. Ready to transform your lead management? Try Centripe Free or 21 days Today and see the difference.

What is Centripe?

Centripe is a comprehensive lead tracking crm designed specifically for marketing agencies of all sizes. It combines contact and account management with website and landing page builders, AI-driven analytics, automated workflows, and reputation management into one unified platform. Rather than switching between five different tools, agencies can centralize every step of the lead lifecycle—capturing prospects, nurturing relationships, closing deals, and measuring performance.

Centripe Overview

Founded with a mission to simplify agency operations, Centripe launched in 2018 to fill a gap in specialized CRM solutions for marketers. Its founders, veteran digital strategists themselves, noticed that generic CRMs often lacked essential marketing features like funnel builders, AI-driven engagement scoring, and white-label capabilities. They set out to build a platform that could grow with agencies, from solo consultants to multi-location firms.

Since those early days, Centripe has hit several milestones: crossing 10,000 active users in 2020, launching its AI Marketing Engine in 2021, and introducing white-label SaaS services in 2022. Today, agencies rely on Centripe to handle everything from survey and form capture to membership site creation and help desk management—all under one roof.

Pros and Cons

Pros:

• Powerful all-in-one platform combining CRM, funnel builder, AI analytics, and membership pages
• Unlimited contacts, users, and accounts on both Essentials and Unlimited plans
• Advanced lead scoring & tracking to prioritize high-potential prospects
• Customizable workflows and automation for repetitive tasks
• Integrated reputation management and multi-channel help desk
• White-label and SaaS resale options for diversifying revenue
• AI-driven engagement insights and chatbot capabilities
• Built-in website, funnel, and landing page builder without extra fees

Cons:

• Essentials plan lacks API access and custom objects
• Learning curve for agencies transitioning from multiple specialized tools

Features

Centripe’s modular design means you only pay for what you need, yet every agency gets a core set of features that work seamlessly together. Here’s a deep dive:

Contact & Account Management

Easily organize your leads and clients with robust contact and account profiles. Track interactions, notes, and custom fields to get a 360° view of each relationship.

• Advanced filtering and segmentation
• Custom fields, tags, and statuses
• Automated follow-up reminders

Websites, Funnels & Landing Pages

Build high-converting marketing assets with an intuitive drag-and-drop editor—no coding required.

• Pre-built templates optimized for conversions
• Responsive design for desktop and mobile
• One-click A/B testing and analytics

Survey & Forms

Capture leads and feedback with customizable surveys and forms that integrate directly into your CRM database.

• Conditional logic for dynamic questionnaires
• Instant lead creation from form submissions
• Real-time notifications and follow-up workflows

Appointment Scheduling

Never miss a discovery call or client meeting again. Sync your calendar and let prospects choose available slots.

• Multiple calendar integrations (Google, Outlook, etc.)
• Buffer times and custom availability
• Automated confirmation and reminder emails

Deal Management

Track deals through each stage and forecast revenue with clear pipeline views.

• Drag-and-drop pipeline stages
• Probability-based forecasting
• Customizable deal fields and milestones

Lead Scoring & Tracking

Automate lead prioritization by scoring prospects based on engagement, demographic data, and custom rules.

• Behavioral scoring (emails, page visits)
• Demographic-based scoring
• Threshold triggers for automated workflows

Engagement Marketing

Send personalized email, SMS, and social campaigns directly from the platform to nurture leads at scale.

• Drag-and-drop email builder
• Automated drip sequences
• Open and click-through tracking

Artificial Intelligence

Gain actionable insights with generative AI, sentiment analysis, and an AI chatbot for 24/7 prospect engagement.

• Content generation for emails, social posts, and landing pages
• Sentiment-based lead routing
• AI-powered chatbot for instant Q&A

Analytics & Reports

Make data-driven decisions with funnel reports, campaign analytics, and forecasting tools.

• Custom dashboards with key metrics
• Revenue and ROI tracking
• Goal setting and progress alerts

Reputation Management

Monitor and improve your online reviews across multiple platforms without leaving the CRM.

• Review request automation
• Sentiment tracking
• Unified review inbox

Workflow Automation

Streamline daily tasks by automating repetitive actions based on triggers and schedules.

• Visual workflow builder
• Pre-built automation recipes
• Conditional branching

Help Desk

Provide multi-channel support via email, chat, and ticketing to keep clients happy and informed.

• Ticket assignment and SLAs
• Team inbox collaboration
• Customer satisfaction surveys

Team Chat

Collaborate internally with real-time messaging, file sharing, and project threads—all within Centripe.

• Private and group chats
• File attachments and search
• Task mentions and notifications

White Label & SaaS

Resell the Centripe platform under your own brand, complete with custom domain and billing.

• Full white-label branding
• API access for custom integrations
• Unlimited sub-accounts on Unlimited plan

Membership & Course Pages

Generate new revenue streams by creating gated content, online courses, and membership portals.

• Integrated payment gateways
• Drip content scheduling
• Affiliate management features

Centripe Pricing

Centripe offers two main plans designed to fit agencies at different stages of growth.

Essentials Plan ($99/mo)

Ideal for small agencies or solo consultants getting started with lead tracking and automation.

• Unlimited contacts, users, and accounts
• Up to 3 sub-accounts
• Core CRM, funnel builder, and AI marketing engine
• Workflow automation and analytics
• Appointment scheduling and survey tools

Unlimited Plan ($299/mo)

Perfect for scaling agencies and enterprises that need advanced customization and white-label capabilities.

• Unlimited sub-accounts
• Custom objects and API access
• White-label and SaaS resale options
• Priority support and onboarding assistance
• Membership and course page creation

Ready to streamline your agency’s operations with the ultimate lead tracking crm? Try Centripe Free or 21 days Today.

Centripe Is Best For

Centripe adapts to a variety of agency models. Here are the top audiences who benefit most:

Small Agencies

Solo consultants and micro-agencies get a full-featured CRM without the complexity or price tag of enterprise tools. Everything you need to capture, nurture, and close leads lives in one platform.

Medium to Large Agencies

Agencies managing multiple teams, sub-brands, and client portfolios will appreciate unlimited sub-accounts, white-label options, and advanced API integrations for custom workflows.

Marketing Consultants

Independent consultants can use Centripe to demonstrate ROI to clients, automate follow-ups, and manage appointment scheduling—all while keeping full control over branding and permissions.

SaaS and White-Label Providers

If you’re building a software service or want to resell CRM solutions under your own brand, Centripe’s SaaS and white-label offerings make it easy to launch quickly and scale revenue.

Benefits of Using Centripe

• Centralized Lead Management: No more fragmented data—view all lead activity in one intuitive dashboard.
• Automated Workflows: Save hours each week by automating repetitive tasks like follow-ups and lead assignments.
• Data-Driven Decisions: Leverage AI analytics and funnel reports to optimize marketing spend and forecast revenue more accurately.
• Enhanced Collaboration: Keep your team aligned with built-in chat, shared task lists, and ticketing features.
• Scalable Revenue Streams: Expand your offerings with membership portals, courses, and white-label SaaS opportunities.
• Improved Client Satisfaction: Provide seamless support via the multi-channel help desk and appointment scheduling.

Customer Support

Centripe’s support team is available via live chat, email, and phone from 8 AM to 8 PM ET on business days. Whether you’re in setup or running complex automation, you’ll receive prompt, knowledgeable assistance. Unlimited plan subscribers enjoy priority support with dedicated onboarding specialists.

In addition to direct support, Centripe offers an extensive knowledge base, tutorial videos, and monthly webinars to keep you up to speed on new features and best practices. This multi-tiered approach ensures you always have the resources you need to succeed.

External Reviews and Ratings

Agencies consistently praise Centripe for its user-friendly interface and comprehensive feature set. On major review sites, it averages 4.7 out of 5 stars, with testimonials highlighting the platform’s ability to replace multiple standalone tools. Users appreciate the AI-driven insights and the seamless integration of funnels and CRM functions.

Some feedback points to a learning curve when transitioning from simpler CRMs or spreadsheets. Centripe addresses this by offering personalized onboarding sessions and a robust community forum where users share templates, automation recipes, and integration tips.

Educational Resources and Community

Centripe maintains an active blog covering topics from advanced lead scoring strategies to funnel optimization and AI marketing hacks. The platform also hosts weekly webinars featuring agency success stories and step-by-step tutorials. For peer support, the Centripe community forum connects thousands of marketers who exchange custom workflows, landing page templates, and integration best practices.

Conclusion

After exploring every aspect of this powerful lead tracking crm, it’s clear that Centripe stands out as an all-in-one solution for agencies seeking efficiency, scalability, and deeper insights. From capturing leads and automating workflows to leveraging AI and launching white-label SaaS offerings, Centripe equips your team with the tools needed to drive growth and outperform competitors. Midway through your scaling journey or just starting out, you’ll find Centripe meets you where you are and grows with your ambitions. Ready to revolutionize your agency’s lead management? Try Centripe Free or 21 days Today.