Close more agency deals, and show clients the leads you bring
Agencies live in two worlds: winning their own clients and proving that the ads they run bring real customers. OakDeal helps with both. For your agency, it answers enquiries on WhatsApp in seconds, collects budget and goals and books a discovery call. For your clients, it turns the leads your campaigns bring into answered, scored, followed-up conversations, with numbers by source that show what is working.
Where digital marketing agencies leads come from
OakDeal keeps every lead in one place, tagged with its source, so you can see which channel brings buyers.
- Website and LinkedIn
- Google search
- Click-to-WhatsApp ads
- Referrals
- Clients’ campaign leads
What goes wrong without a system
Clients blame the leads
Your ads bring leads, but the client replies late and says the leads were bad.
Your own pipeline is neglected
Busy with client work, your own enquiries wait.
Proposals stall
Proposals go out and nobody follows up.
Reporting stops at the click
You cannot show what happened after the lead came in.
How OakDeal works for digital marketing agencies
- 1
Every lead lands in one inbox
WhatsApp chats, website enquiries and direct leads such as calls and walk-ins, each tagged with its source.
- 2
AI replies in seconds
From your own facts only, in the languages you choose, at any hour.
- 3
Leads are scored with a reason
Hot, Warm or Cold from what actually happened, so your team calls the right people first.
- 4
A person takes over at the right time
When the lead asks for a human, wants to book, or the AI is not sure. One tap to take over.
Facts to give the AI
Write these once. The AI answers only from them and hands anything else to your team.
- Services and starting prices
- Industries and case studies
- Minimum budgets
- Onboarding process
- Contract terms
- Never promise a number of leads or sales
A follow-up plan that runs itself
Follow-ups go out within business hours and stop when the lead replies, buys or opts out.
- Same dayCall slot and case study
- 2 days after proposalAnswer questions
- WeeklyShare a relevant result
- MonthlyCheck in on lost deals
Questions from digital marketing agencies
Can we set up OakDeal for our clients?
Yes. Each client gets their own workspace, so their leads stay private. You can be a member of each workspace to help manage it.
Does OakDeal show which campaign a lead came from?
Every lead keeps its source, and team numbers show leads and wins by source, so you can see beyond clicks.
Is there a reseller programme?
Talk to us. Book a demo on WhatsApp or by phone and we will discuss what works for your agency.
Also built for
Software and SaaS sellers
OakDeal answers software and SaaS enquiries on WhatsApp in seconds, qualifies by team size and need, books demos and follows up after the trial until the deal closes.
B2B and servicesManufacturers, wholesalers and distributors
OakDeal answers dealer, bulk order and trade enquiries on WhatsApp in seconds, collects quantity and location, and follows up on quotations until the order is placed.
Property and homeReal estate
Answer property enquiries from portals, ads and WhatsApp in seconds. OakDeal qualifies buyers by budget and location, books site visits and follows up.
See all industries · Read our guides on WhatsApp sales and lead follow-up