Keep businesses separate
Use distinct accounts for separate clients or business operations. Review the active account before changing a number, route, or campaign.
Multiple client accounts
Give every client a clear place of their own.
Manage separate business accounts while keeping a consistent way to track calls and review campaigns.
Teams & data controls · Built for US call workflowsMultiple client accounts
- Agency
- Your team
- Client account
- Northside Services
- Campaign
- Client-specific call history
Organize the accounts
Create the business structure that matches the clients or operations you manage.
Multiple client accounts
- Agency
- Your team
- Client account
- Northside Services
- Campaign
- Client-specific call history
Invite the team
Give each person the access needed for their account responsibilities.
Multiple client accounts
- Agency
- Your team
- Client account
- Northside Services
- Campaign
- Client-specific call history
Review in context
Switch to the right account before inspecting calls or making changes.
Explore the steps above. Sample details show the workflow, not a live account.
Teams & data controls
What changes in your day.
Agencies need a wider view without blending one client's work into another's. Organize calls, numbers, and campaigns by account, then move between the businesses your team is allowed to manage.
Bring the right people into each account
Invite teammates and assign the appropriate role. Access should follow the work a person does, rather than giving everyone control over every client.
Use one review process across clients
Apply a consistent way to review sources, calls, and outcomes while keeping each client's details in its own workspace.
From setup to review
Put it to work.
- 01
Organize the accounts
Create the business structure that matches the clients or operations you manage.
- 02
Invite the team
Give each person the access needed for their account responsibilities.
- 03
Review in context
Switch to the right account before inspecting calls or making changes.
A closer look
Useful answers before you start.
Explore the workflow above, then bring your own requirements to an early-access conversation.
How many clients can I manage?
The Call Tracking plan supports up to five clients. Call Tracking Unlimited and Pay Per Call include unlimited clients; check the pricing page for the complete plan and usage details.
Is this a white-label platform?
Separate client accounts do not mean the application is rebranded as your own software. Lead Source's account structure and access controls are distinct from white labeling.
Meet your next growth tool
Let’s connect the dots on your calls.
Get an early look at Lead Source, built for the way your business handles calls.