Guide
The agency CRM in Cadenus: your sales pipeline, from lead to won
How the sales side of the Cadenus CRM works: capture every lead with its source, manage it with tasks, multiple contacts and a full history, track conversion rate and CAC, and convert a won lead into a client in one click.
Cadenus · 27 June 2026 · 5 min read
Cadenus is the operations platform video agencies run on, and the CRM is built in, not bolted on. Most agencies run sales in one tool and the actual client work in another, so the deal you close never connects to the work you now owe, and follow-ups live in someone's memory until they don't. In Cadenus the lead, its contacts, its follow-up tasks and the eventual client are one system. This guide covers the sales side: getting a lead from first touch to won. What happens after, running the account, is client management.
One pipeline, real numbers
Every lead sits on a board you shape to your own stages, tagged with where it came from: a Meta ad, a Calendly booking, a referral. Drag it forward as it progresses, filter by source, and the KPI strip keeps score in real time: active leads, conversion rate, average retainer won, and blended cost per acquisition. You stop guessing which channel actually pays and which just looks busy, because the numbers are on the board, not in a spreadsheet you never reconcile.
Every lead is a workspace, not a row
Open a lead and it is a real contact record, not a spreadsheet cell: several emails and phones, company, website, monthly value, source and last meeting, all editable in place. Then the part most pipelines skip entirely: tasks. Schedule a call, an email, a follow-up or a meeting, assign it to anyone on the team, give it a due date and time, and check it off when it's done. Overdue items turn red. "I forgot to follow up" stops being possible. And every status change and finished task writes itself to the lead's history, so the whole story of the relationship is one scroll, not a reconstruction from three inboxes.
When you mark a lead won, it converts into a full client space in one click, company and website carried over, with no re-typing into a second tool. From there you are out of sales and into running the account: the per-client board, the portal, the report, all covered in the client management guide. To run your own pipeline, sign up and add your first lead.