Agency Sales Floor Software That Keeps Closers, SDRs, and Delivery in the Same Room
Most agency sales floor software is either a bloated CRM built for enterprise sales teams or a stripped-down spreadsheet dressed up with a dashboard. Neither was designed for a lead-gen agency running paid ads, managing GHL pipelines, and trying to keep closers accountable without a full-time sales ops person.
The Real Problem With Running a Sales Floor Inside an Agency
Lead-gen agencies are not sales companies. You are simultaneously doing client delivery, running ad campaigns, onboarding new clients, and managing a sales floor — all at once. The tools that work for pure sales orgs assume your whole business is the pipeline. They don't account for the fact that your closer is also talking to clients about their own campaigns, your SDR is working leads from three different client accounts, and your sales data needs to live next to your delivery data, not in a separate platform that no one checks.
Here is what that actually looks like in practice: your SDR logs a call in HubSpot. The closer books a follow-up in Calendly. The commission gets calculated manually in a Google Sheet. The call recording lives in Gong or Loom. The lead came from a GHL sub-account. Now someone has to stitch five things together to answer one question: how is the sales floor performing this month?
That stitching takes time no one has, produces errors no one catches, and creates the kind of opacity that lets underperforming reps hide in the gaps. The problem is not that your team is not tracking — it is that tracking is spread across systems that were never meant to talk to each other.
How to Build a Functioning Agency Sales Floor Without Stitching Five Tools Together
Step 1 — Centralise where leads land
The first thing a sales floor needs is a single place where all inbound leads appear. In most agencies, leads come from GoHighLevel sub-accounts. Agentryx connects to GHL at the client level and pulls leads directly into the Sales Floor, so every new lead shows up in one feed regardless of which client campaign generated it. No CSV exports, no manual entry, no "did someone update the sheet" conversations.
Step 2 — Give closers and SDRs separate, purpose-built views
A closer's job and an SDR's job are different. Closers need to see their booked calls, their show rates, their pipeline value, and their close rate. SDRs need to see the lead list, their contact attempts, and their set rate. Mixing these views into one generic CRM board creates noise for both. Agentryx has dedicated Closer and SDR dashboards that show each role exactly what is relevant to them — nothing more.
Step 3 — Log and review calls in the same place
After a call happens, two things need to occur: the outcome gets logged, and if it was a meaningful call, it gets reviewed. Agentryx has call logging built into the Sales Floor so closers record outcome, notes, and next step without leaving the platform. The AI Call Review feature lets any team member paste a transcript and receive a structured rubric: score, strengths, improvements, objections raised, missed buying signals, talk-to-listen ratio, and key quotes. That review lives on the call record, not in someone's inbox.
Step 4 — Automate commission calculation
Commission disputes are one of the most time-consuming admin tasks in agency sales management. When the calculation is manual, there is always a question about which deals count, which month they attribute to, and who verified the numbers. Agentryx calculates commission automatically based on logged closed deals. The math is visible, the logic is consistent, and no one has to build a formula in a shared spreadsheet that three people have edit access to.
Step 5 — Connect sales performance to delivery
The most underrated advantage of having your sales floor inside your agency operating system is that you can see when a closer sells a client the delivery team cannot actually service at current capacity. Because the delivery boards, the ad performance data, and the sales floor all live in Agentryx, you can cross-reference what was sold against what is being delivered — before it becomes a churn problem.
How Agentryx Handles Agency Sales Floor Software End to End
The Agentryx Sales Floor is one of five major surfaces in the platform, but it is not isolated from the others. Here is what is included and how it fits together.
Closer dashboard: Each closer sees their assigned leads, booked calls, show rate, pipeline value, and closed revenue for the period. Nothing else clutters the view.
SDR dashboard: SDRs see the lead list, contact status, follow-up queue, and their set rate. Leads flow in from GHL automatically when the integration is active.
Leads and Applications: A dedicated surface for reviewing the raw lead data — where leads came from, what they filled in, and where they are in the sequence.
Call Reviews: Paste any transcript from any tool — Fathom, Otter, Gong, a manual write-up — and the AI returns a structured review in under 30 seconds. Score, objections, missed signals, talk-to-listen ratio, next step recommendation, and direct quotes. The review is stored against the lead record.
Commission tracking: Auto-calculated from logged closed deals. No spreadsheets, no disputes about the formula.
Resources: A fifth sub-surface where you store call scripts, objection handling guides, offer decks, and onboarding materials for the sales team. Everyone accesses the same version.
Because Agentryx also contains the delivery boards, ad performance reporting, and client portal, your sales team operates inside the same environment as your delivery team. A closer who wants to check campaign performance before a renewal call does not need to ask someone — they can pull it up themselves.
The Growth plan at $429/month covers up to 10 active clients with 7,000 AI credits per month and includes the full Sales Floor. There is no per-seat charge — every team member, including every closer and SDR, is included.
Who Agentryx Is Built For
Agentryx is built for lead-generation agencies that run paid advertising — primarily Meta Ads and Google Ads — and use GoHighLevel to manage their client pipelines. If you have at least one closer and one SDR and you are tired of your sales data living in a different tool from your delivery data, this is the platform. It is not for freelancers working solo, creative agencies whose primary output is design or video production, or agencies that run only organic content with no paid media component.
Common Questions About Agency Sales Floor Software
What makes sales floor software different from a regular CRM?
A CRM is built around contact and deal management for a standalone sales team. Agency sales floor software needs to account for the fact that the leads being worked come from client campaigns, the closers and SDRs operate across multiple client pipelines, and the sales data needs to connect to delivery — not sit in isolation. Generic CRMs like HubSpot or Salesforce can be configured to do this, but they require significant setup and they never connect to your delivery boards, ad reporting, or client portal.
Does Agentryx replace GoHighLevel for sales tracking?
No, and it is not trying to. GHL handles your sub-accounts, your automations, and your contact database. Agentryx pulls leads from GHL into the Sales Floor so your team has a single place to manage their pipeline, log calls, and track commission — without replacing the automation layer GHL provides. The two tools complement each other.
How does the AI Call Review feature work?
You paste any call transcript into the review tool — the source does not matter, so Fathom, Otter, a manual summary, or a raw transcript all work. The AI returns a structured rubric covering score, strengths, areas for improvement, objections raised, missed buying signals, talk-to-listen ratio, the recommended next step, and direct quotes from the transcript. The output is stored on the call record so managers can review it asynchronously.
Can I track commission automatically, or does it need manual input?
Commission is calculated automatically from logged closed deals in the Sales Floor. When a closer marks a deal as closed, the system applies the commission structure you have configured. You do not need a separate spreadsheet. The calculation is visible to both the closer and the manager, which removes most of the friction from commission conversations.
Does the sales floor connect to the rest of the agency — delivery, reporting, client data?
Yes, and this is the core reason the Sales Floor inside Agentryx is different from a standalone tool. Your closers and SDRs operate in the same platform as your delivery team. Ad performance data from Meta and Google Ads is accessible without switching tools. Client profiles, onboarding data, and delivery board status are all visible. A closer preparing for a renewal call can check campaign performance in the same session.
Is there a free trial?
Yes. Every self-serve plan — Starter, Growth, and Pro — comes with a 7-day free trial. No credit card is required to start. The full Sales Floor, including the Closer dashboard, SDR dashboard, AI Call Review, and commission tracking, is available during the trial.
How much does it cost?
The Starter plan is $149 per month for up to 3 active clients. Growth is $429 per month for up to 10 active clients and includes the white-labelled client portal. Pro is $1,199 per month for up to 30 active clients with priority support. Every plan includes unlimited team seats — there is no per-closer or per-SDR charge. Annual billing saves approximately 17 percent, equivalent to two months free. For agencies managing more than 30 clients, there is a Scale tier with custom pricing and a dedicated success manager.
What if my team uses Slack and ClickUp alongside the sales floor?
Agentryx does not force you to migrate everything at once. Most agencies start with the Sales Floor and delivery boards, then consolidate messaging and documents as their team gets comfortable. That said, Agentryx includes client messaging, task management, document storage, creative review, and reporting — so the tools you would be paying for separately are already included in the same subscription you are using for the Sales Floor.