Skip to content
v0.86.0Updated 15 days ago · see what’s new

The CRM for agencies

Turn ad spend into closed deals.

Ordyum captures every lead from your clients’ forms and ads, keeps your team on top of each one, and proves which campaigns actually close deals.

  • One workspace per client
  • Google & Meta attribution
  • No card to start

Works with the tools your clients already use

  • WordPress
  • Contact Form 7
  • WPForms
  • Elementor
  • Google Ads
  • Meta Ads
  • Shopify
  • Zapier
  • Make
  • REST API & webhooks

See all integrations

Who it is for

Your clients’ businesses, each in its own workspace

Clinics, restaurants, shops and online stores. Each client gets its own forms, campaigns and report, and their data never mixes.

  • A dentist and an assistant talking with a patient in the treatment chair
    ClinicsAppointment requests from forms and Google Ads
  • A chef plating dishes under the kitchen heat lamps
    RestaurantsGroup bookings and events from Meta ads
  • A shop assistant smiling at a customer across the counter, next to the till
    Salons and shopsBookings and vouchers from local campaigns and WhatsApp
  • Someone tying up a parcel to ship an online order
    Online storesWooCommerce and Shopify orders arrive as won deals

A day with Ordyum

From the first click to Friday’s report, without a single spreadsheet.

This is an ordinary day for an agency that runs its clients on Ordyum.

Start free trial
  1. 09:02

    A lead fills in the form on your client’s site

    It lands in that client’s workspace with the campaign, the click id and the landing page. Nobody copies anything by hand.

    utm · gclid · fbclid
  2. 09:06

    Someone owns it before it cools down

    Rules and the response SLA put it on one person’s Today list. If nobody answers, Ordyum reminds, then reassigns.

    SLA · Smart Rules
  3. 12:30

    The deal moves through the pipeline

    Calls, emails and notes stay on the deal. The ones that stall are flagged as at risk, with the reason.

    Pipeline
  4. 17:45

    Won, and the ad platform finds out

    The sale goes back to Google Ads and Meta as an offline conversion, so campaigns learn from real revenue.

    Google Ads · Meta CAPI
  5. Friday

    Your client sees what their budget bought

    A portal and a PDF with spend, leads, sales and cost per customer by campaign. Every number says where it comes from.

    Portal · PDF

What we believe

Built to be trusted by the people who pay for the ads.

  1. No made-up numbers

    No AI guessing: every score, alert and report shows the rule and the data behind it.

  2. One client, one workspace

    Data, users, forms and API keys separated per client and isolated in the database itself.

  3. Your client sees the truth

    A read-only portal with the same numbers your team works with. Nothing to polish before the meeting.

Also inside

  • A workspace per client
  • Lead capture
  • First & last touch attribution
  • Pipelines & forecast
  • Tasks & reminders
  • Client-ready reports
  • Offline conversions
  • Import from HubSpot or Pipedrive
  • API & webhooks
  • Roles & audit log
  • English, Spanish & French
Explore every feature

Built for agencies

Show clients what their budget really bought.

Stop arguing about clicks and form fills. Ordyum links every sale back to the campaign that started it.

  • Revenue per lead by channel, per client and per month
  • A PDF report in English, Spanish or French, ready to send
  • Invite your client to their workspace with read-only access
  • Add a new client in under a minute
An agency team working around a wooden table with their laptops

API-first

Every workspace ships with its own API key

Ordyum is built to be connected. The moment you create a client workspace you get a key to plug in WordPress, landing pages, Zapier or your own app.

  • REST API with OpenAPI 3.1 and idempotent writes
  • Signed webhooks for every lead, deal and task
  • Ready for native apps, including Flutter
Read the developer guide

Pricing

Simple plans that grow with your agency.

Pay per agency, not per contact field. Change or cancel whenever you want.

14-day free trial· 1 workspace · 1 user · 1,000 contacts · no card required

  • Core

    For freelancers and small agencies starting to organise their clients.

    CA$20/ month

    Billed monthly

    1 workspace · 2 users · 2,500 contacts

    Add users for CA$7/mo each

    Start with Core

    14-day free trial, then CA$20 / month

    • Lead capture from forms and ads
    • Pipeline with next steps
    • Email support

    Included tools

    Every advanced tool

  • Most popular

    Pulse

    For growing agencies managing several clients with a team.

    CA$40/ month

    Billed monthly

    4 workspaces · 2 users · 10,000 contacts

    Add users for CA$7/mo each

    Start with Pulse

    14-day free trial, then CA$40 / month

    • Everything in Starter
    • Offline conversions to Google Ads and Meta
    • Per-channel reports and webhooks

    Included tools

    Every advanced tool

  • Flux

    For established agencies with many clients and a larger team.

    CA$70/ month

    Billed monthly

    7 workspaces · 2 users · 50,000 contacts

    Add users for CA$7/mo each

    Start with Flux

    14-day free trial, then CA$70 / month

    • Everything in Agency
    • Unlimited client workspaces
    • Priority support

    Included tools

    Every advanced tool

Prices exclude VAT. Reaching a limit never deletes data: you just can’t add more until you upgrade.Compare plans in detail

FAQ

Questions agencies ask us

Something else? Start the trial and write to us from inside the app.

Do I need a card to try Ordyum?

No. The trial is free and complete; you only add a payment method when you choose a plan.

What counts as a user?

Anyone with access to at least one of your agency’s workspaces, plus pending invitations. One person in several client workspaces counts once.

What happens if I reach a limit?

Nothing is deleted. You can keep working with everything you have; you just can’t add more until you upgrade. Leads from your forms get a small margin so none are lost.

Can I bring my data from another CRM?

Yes. Import contacts, companies and deals from a CSV; HubSpot and Pipedrive columns are mapped automatically, and won and lost deals keep their dates and amounts.

Can my clients see their own data?

Yes. Invite them to their workspace as read-only: they see their pipeline and reports, never your other clients.

Your clients’ leads deserve better than a spreadsheet.

Set up your agency, your first client and its API key in two minutes. Connect a form and watch the first lead arrive.

No card required · Cancel anytime · Or try the demo without signing up