Lead generation pipeline software for agencies

Standalone form tools are great at collecting emails — and terrible at owning what happens next. Agencies still export CSVs into a CRM, then recreate the client in a project tool, then send an invoice from somewhere else. Trellis Lead Generation is built for the pipeline plus handoff: campaigns, scoring, stages, and embeds that live next to CRM, portal, and billing.

What you get

• Campaign-oriented capture and a clear pipeline
• Forms and embeds for sites and landing pages
• Lead scoring and stage movement for agency sales motions
• Multi-tenant context — leads belong to the right organization/space model
• Direct adjacency to CRM and the agency ops flow

Differentiation vs form-only tools

Qualification without a second system

Most agencies qualify leads on a handful of signals: budget range, service fit, urgency, and whether the contact can actually sign. The problem is rarely the criteria — it is that the criteria live in a spreadsheet while the leads live somewhere else. Keeping scoring and stages next to the CRM record means the qualification decision and its evidence stay together, and the person picking up the follow-up can see both.

Practical guidance: keep stages few and behavioral (contacted, qualified, proposal, won, lost) rather than aspirational. Add scoring only after you have enough closed-won data to know which signals actually predicted revenue.

Forms and embeds

Trellis provides hosted forms and an embeddable widget so capture can live on your own marketing site or a client's landing page. Because submissions land inside the tenant model, a lead captured for one client's campaign does not become visible across your whole organization by accident. Public submission endpoints are rate-limited and separated from authenticated APIs.

Where Lead Gen fits in the stack

Capture demand → qualify in pipeline → enrich in CRM → deliver in Client Portal → bill with Invoicing. Automations can send invitations and follow-ups; Analytics reports across the funnel. That is the agency operating system narrative — Lead Generation is the front door.

Common mistakes

• Twenty pipeline stages. Stages you cannot describe in one sentence never get updated, and the pipeline stops reflecting reality.
• Scoring before data. Invented weights create false confidence. Start with fit and urgency, then calibrate.
• Capturing more fields than you use. Every extra required field lowers conversion for information nobody reads.
• No owner on the handoff. A qualified lead with no named next action is functionally lost.
• Automating a broken path. Automate follow-up only after the manual version reliably works.

Plans and next steps

Lead Generation ships with Growth and Enterprise. Compare entitlements on Pricing, or read the stack comparison at Compare agency stacks. Join the waitlist from the homepage when you are ready for private beta access.