For marketing agencies

Built for agencies.
Any niche.

Realtors, med spas, law firms or landscapers. Fyndol catches your clients' leads, follows up fast and shows them the results.

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A client's dashboard in Fyndol with new leads, open pipeline, won revenue and a chart of new leads per day.

From new client
to clear results.

Here's how an agency takes on a client in Fyndol, start to finish.

  1. Step 1

    Onboard a client in minutes.

    The new client wizard takes a business name, website and contact. Fyndol builds a first draft you can shape.

    What's included
    • A sub-account with a pipeline, tags and fields
    • Starter workflows, saved as drafts for you to review
    • A draft funnel built from the client's website
    • An onboarding link the client fills in from their phone
    The new client wizard with fields for the business, website and client contact.

  2. Step 2

    Give every client their own space.

    Each sub-account has its own contacts, inbox, calendars, pipelines, funnels and automations. Clients never see each other.

    What's included
    • Switch between clients in one click
    • Choose which sections each client sees
    • Load a saved setup with snapshots
    The agency view with a card for each client sub-account.

  3. Step 3

    Automate the follow-up.

    New leads get a tag and a team alert within seconds, plus a text. Missed calls get a text back. Won deals get a review request.

    What's included
    • Triggers, yes/no branches, waits and AI steps
    • Templates load as drafts, so nothing runs by surprise
    • Leads who come in overnight get their text at 8am, their time
    The workflow builder with a lead follow-up workflow.

  4. Step 4

    Show the results.

    Send clients a report they can open without a login. Or email it every week, automatically.

    What's included
    • Leads, hot leads, appointments and money from won deals
    • Every number compared with the last period
    • Links you can expire or turn off anytime
    A shared client report with key numbers and charts.

  5. Step 5

    Make it yours.

    Put your platform name, logo, favicon and colors on Fyndol. Clients see your brand in the app, on reports and on booking pages.

    What's included
    • Your platform name, logo and colors across the app
    • The client onboarding page carries your logo
    • Client funnels on the client's own domain
    The agency-branded client onboarding form on a phone.

Made for any niche.

Same tools, your playbook. Here's what you can build for the clients you serve.

  • Real estate

    New buyer lead at 8pm? Handled.

    A listing funnel asks a few questions, scores the buyer, texts them back and drops them in the agent's pipeline.

  • Med spas

    Fill the calendar, not the inbox.

    Consult requests book themselves, get reminders and a gentle follow-up if they miss the visit.

  • Dental

    Booked online. Reminded on time.

    Appointments book online, reminders go out on time, and finished visits get a review request.

  • Legal

    Qualify before the consult.

    Intake questions score every inquiry, so the firm calls the strongest cases first.

  • Home services

    Text back every missed call.

    Missed calls get a text back. Estimates get follow-ups. Finished jobs get a review request.

  • E-commerce

    Turn visitors into subscribers.

    A giveaway funnel collects emails and phone numbers with consent. Broadcasts go out with unsubscribe built in.

  • SaaS

    Demo requests, routed.

    Forms on the existing site become contacts, shared out evenly across the sales team. A team calendar books the demo.

  • Coaches

    Discovery calls that book themselves.

    A booking page, a confirmation, reminders and a follow-up workflow once the call is done.

Working with dental, med spa or other health clients? Fyndol isn't set up for HIPAA and doesn't sign BAAs, so don't put patient health information in it.

Tools for the agency itself.

Fyndol handles the client work. It also helps you run the agency.

  • Client reports overview. Every client's leads this month next to last month, in one table.

  • Setup checklist. See what each client still needs: brand, funnel, phone number, domain, workflows.

  • Agency team. Agency admins see every client. Agency members only open the clients you pick.

  • Announcements and menu links. Post a message in every client's sub-account, or just a few. Add your own links to the sidebar too.

  • Moving over. Coming from another platform? Import contacts by CSV. Save your setup once as a snapshot and load it into each new client.

  • AI with guardrails. The AI Assistant always asks first. Connected AI apps do too, unless an admin says otherwise. AI that texts or answers your leads on its own stays off until you turn it on.

Bring your agency
to Fyndol.

Fyndol is invite-only while we onboard our first agencies. Tell us about yours.

Request access See features