Product tour
Everything an agency needs to turn clicks into clients.
One CRM for every client you manage: capture, pipeline, attribution and reporting, designed around how agencies actually work.
Follow one lead through a normal week at an agency. Each chapter is one part of Ordyum.
Capture
Monday, 09:02. The lead arrives
Every lead, from every channel, in one place
Forms, ads and stores push leads straight into the right client workspace — deduplicated, attributed and with a follow-up task already waiting.
- WordPress plugin for Contact Form 7, WPForms and Elementor Pro
- Google Ads lead form webhook with key verification
- Shopify customers and paid orders, signed with HMAC
- Deduplication by email and phone, never two contacts for one person
Pipeline
09:06. Someone owns the next step
A pipeline that never lets a deal go cold
Open deals always have a next step with a date. Stale deals surface on their own, so your team spends the morning closing instead of searching.
- Kanban board with drag & drop and multiple pipelines
- Next step required on every open deal
- Products and line items with automatic totals
- “Today” view with overdue tasks and stale deals
Attribution
12:30. You know which ad brought them
Know which campaign closed the deal
Ordyum keeps the click that brought each lead and sends the sale back to the ad platform, so Google and Meta optimise for revenue, not for form fills.
- gclid, gbraid, wbraid, fbclid and UTM captured automatically
- First and last touch on every contact
- Offline conversions to Google Ads and Meta Conversions API
- Revenue and win rate by channel
Reporting
Friday. The client sees the result
Reports your clients actually read
A funnel built from the real stage history, channel performance and revenue — exported as a branded PDF or delivered every Monday morning.
- Funnel by stage, including lost deals
- PDF ready to share and CSV for your own analysis
- Weekly email in each workspace’s timezone
Agency workspaces
Every client. Their own space
Built for agencies with many clients
One workspace per client with its own pipeline, data, API key and team. Switch between clients in a click, never mix their data.
- Roles: admin, sales and read-only
- “Only mine” visibility for sales reps
- Invitations by email and an audit log of sensitive actions
Your data
Always. Your data, your way
Shape the CRM around each client
Custom fields, tags and products per workspace. Bring your history with a guided CSV import and take it with you whenever you want.
- Custom fields with validation on contacts, companies and deals
- CSV import with preview, from HubSpot, Pipedrive or spreadsheets
- Bulk actions, merge duplicates and export everything
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.
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