Rodok
Book a demo
Rodok for agencies

Lead generation for agencies: win clients beyond referrals

Rodok watches LinkedIn for new leaders, product launches, rebrands and funding that come before an agency project, and tracks every pitch and partner in one CRM.

Get started Book a demo

From $29 a month for 3 seats.

Signals
Trackers
New8Hot2Saved3In CRM41Dismissed12All64
SignalTypeHeatContactCompanyTrackerFound
Sam Ortiz started a new role as VP of Sales at Northgate Logistics
Job change
Hot
Sam Ortiz
Northgate Logistics
New sales leaders
Brightfield Clinics is hiring a site manager and nurses for its new Lyon clinic
Hiring
Warm
Marc Delorme
Brightfield Clinics
Clinics hiring in France
Orbit Pay raised a $14M Series A to expand across West Africa
Growth
Warm
Yusuf Bello
Orbit Pay
Funding in Europe
Casa Lumen opens in Barcelona this spring and is recruiting its first team
Post
Warm
Lucía Ortega
Casa Lumen
Hotels opening in Europe
Vela Dental is opening three new practices in Bordeaux
Hiring
Hot
Claire Martin
Vela Dental
Clinics hiring in France
Ines Hartmann started a new role as Head of Operations at Kestrel Foods
Job change
Warm
Ines Hartmann
Kestrel Foods
New sales leaders
The Saffron Edinburgh reopens after a renovation and is hiring front office staff
Post
Warm
Oliver Grant
The Saffron Edinburgh
Hotels opening in Europe
Northwind Telecom is hiring 12 sales reps for Austin and Denver
Growth
Warm
Daniel Brooks
Northwind Telecom
Funding in Europe
Count 8

People showing a buying signal, found for agencies. Example data.

Rodok watches LinkedIn for new leaders, product launches, rebrands and funding that come before an agency project, and tracks every pitch and partner in one CRM. Built around how agencies actually sell, so you start from your own stages instead of a blank page.

The whole CRM, not just the pipeline. Contacts, companies, tasks, email, automations, chat and the lead finder, in one app.

01Find

People from one sentence

Describe who you sell to. Rodok finds them by role, company size and city, with their work email, and sets apart the ones already in your CRM.

Every feature, and which plan has it

Pro includes everything in Starter.

  • Companies and peopleStarterEvery email, meeting, note and file on the record.
  • Deals and the pipeline boardStarterYour own stages, amounts, close dates and owners.
  • Tasks and remindersStarterA next step on every record and one list for the day.
  • Gmail and OutlookStarterEmail syncs onto the right contact, and you send from your own mailbox.
  • Calendar and booking linksStarterYour free times on a page; a booking files the contact and lands in both calendars.
  • Reports and forecastingStarterForecast against quota, pipeline by stage and win rates, per rep.
  • Team chatStarterChannels, direct messages and a thread on every deal, with @mentions.
  • ImportStarterBring contacts and companies in from Excel or CSV.
  • LinkedIn signalsProDescribe a signal in a sentence; trackers find the posts, job changes and hiring that match.
  • Lead finderProFind people by title, seniority, company size, industry and market, usually with a work email.
  • EnrichmentProFill in the company, website and LinkedIn page for the people you add.
  • SequencesProEmail steps from your own mailbox and LinkedIn steps as tasks for the rep.
  • Replies inboxProReplies sorted by intent, so the ones that matter come first.
  • AutomationsProSay what should happen; it runs from a signal, a deal moving, a schedule or a webhook.
  • AI assistantProAsk in plain words; it finds people, writes emails and fills the CRM, and asks before it sends or spends.
  • Teams and custom rolesProDecide who sees what, down to a field, and check it with View as.

And the rest. Integrations, booking, reports, chat, roles and an audit log, already connected.

Works with the tools you already use

Gmail, Outlook or any mailbox, Google Calendar, LinkedIn, Slack, webhooks, and imports from Excel or CSV. AI is built in, with nothing to set up.

Booking links

Your own page with your free times. A booking files the contact and lands in both calendars.

Reports and forecasting

Forecast against quota, pipeline by stage, win rates and the sequence-to-deal funnel, per rep.

Team chat on every record

Channels, direct messages and a thread on every deal, with @mentions of teammates and records.

AI that knows your business

Give it your website. It writes your profile, who you sell to and how, and every message starts from there.

Roles, teams and permissions

Decide who sees what, down to a single field. Scope deals to their owner or team, and check it with “View as”.

An audit log of everything

Every action by every person and automation, searchable and exportable.

What Rodok does for agencies

A clear line between what is in the product and what is not, so you can decide in a minute.

Covered

  • LinkedIn signals from job changes, hiring and company news
  • Clients, prospects and partner agencies in one CRM
  • A draft first message for each signal
  • Email and follow-up reminders on the record

Not what Rodok is for

  • Paid ads
  • Website builds
  • Project management and invoicing

Pricing

Seats are included, and credits cover signals, lead lists and AI.

Starter$29a month

3 seats, $9 per extra seat. The CRM: pipeline, contacts, Gmail and Outlook, calendar, booking links and reports.

Start with Starter
Pro$79a month

3 seats, $19 per extra seat. Everything in Starter plus LinkedIn signals, the lead database, sequences and AI agents to find new clients.

Start with Pro

Lead generation for agencies is how a creative, digital, PR or development agency finds companies that need its work and reaches the decision maker before another agency pitches. Most agencies grow on referrals, so the goal is a steady second source: outreach tied to a public event that often comes before a project. It also covers agency lead generation.

How agencies really win clients

Agency work is a trust purchase with a project or retainer attached, and the buyer is a founder, a head of marketing or product, or a procurement lead who runs a short list.

  • Referrals. Past clients, freelancers, consultants and agencies that do not compete with you, such as a design shop that sends development work to a developer shop. Tell partners exactly which kind of client fits.
  • A narrow specialty. An agency known for one industry or one problem is easy to recommend and easy to remember.
  • Proposals and RFPs. Buyers send requests when they know the scope. Reply fast and answer the question they asked.
  • Direct outreach. A short, specific message to the person who owns the problem, tied to something you noticed. This is the channel Rodok supports.

The stages of an agency deal

Agencies commonly name them: inquiry, discovery call, brief, proposal, pitch, contract and kickoff. The gap between proposal and decision is where deals fade, so give each open proposal a next step with a date. See what a sales pipeline is, and the CRM side in CRM for agencies.

Signals worth watching

These are public events that often come before a company hires an agency. Each tracker is a sentence you type into Rodok Pro, which reads LinkedIn posts, job changes, hiring and company news.

  • A new marketing, brand or product leader. Tracker: "heads of marketing, brand and product who started a new role in the last 90 days at companies with 20 to 500 employees". New leaders often reset their vendors. See new role outreach templates.
  • A rebrand or product launch. Tracker: "companies announcing a rebrand, a new website or a product launch". See rebrand and product launch.
  • A funding round. Tracker: "companies announcing a funding round in (your niche)". See funding round.
  • An in-house role posted that you could fill part of. Tracker: "companies hiring a head of design, PR manager or content lead in (region)". A hire that is slow to fill sometimes becomes a project. See hiring for your job.
  • A request for an agency. Tracker: "posts asking for an agency, studio or freelancer recommendation". See recommendation request.

A first message example

An example with made-up names:

Subject: Northgate's new site Hi Alex, I saw Northgate is relaunching its product site next month. We are a small studio that builds product sites for B2B software companies, and we have done a few migrations like yours. If you have not locked the plan yet, I can send two things we would watch for. Just reply if useful.

A weekly routine in three steps

  1. Monday: read the new signals. Keep the real fits, dismiss the rest.
  2. Midweek: three careful messages. Name the event, say what you do for companies like theirs, offer one small thing. Send them from your own inbox.
  3. Friday: partners and proposals. Thank the partners who sent work and give every open proposal a next step.

Where Rodok fits and where it does not

Rodok is a sales CRM. Starter keeps companies, people, deals, email and tasks. Pro adds signals, a lead database that finds people by title, company size and industry and usually returns a work email (not for everyone), and sequences sent from your own Gmail or Outlook. LinkedIn steps are tasks for you.

It does not run ads, build websites or replace your project tool for briefs, time and invoices. Check the sending rules too: the FTC says CAN-SPAM makes no exception for business-to-business email (FTC CAN-SPAM guide).

Frequently asked questions

How do agencies get clients?

Mostly through referrals and reputation, then through proposals and direct outreach. A narrow specialty helps all three, because people can say what you do in one sentence.

Is cold outreach worth it for an agency?

It can be, when it is specific and rare. A short note tied to a real event, such as a rebrand or a new head of marketing, tends to land better than a mass message with a pitch deck.

What should an agency track in a CRM?

The stage and next step of every proposal, the partner who sent each lead, and the date each client last heard from you. That shows which relationships to invest in and which proposals went quiet.

Rodok for other industries