DIGIVIGEE

Lead Flow & Retainer Automation

Multi-client CRM sync & automated billing rules

Automate client onboarding pipelines, multi-tenant CRM routing, and zero-touch recurring retainer billing with automated Stripe Connect rules.

99.8%
CSAT Retention Score
<15 Mins
Direct Slack SLA
1-Click
Zero-Login Approvals
100%
Deliverable Guarantee
Engine Architecture

Engineered for Compounding Delivery

Six modular pillars pre-configured to scale client retainers without operational friction.

Stripe Connect Retainer Autopilot

Automated recurring credit card and ACH billing on the 1st of every month with zero manual invoicing.

Automated Client Onboarding SOPs

Self-serve client onboarding wizards collecting brand assets, access permissions, and billing info.

Multi-Tenant CRM Lead Routing

Instant lead ingestion from landing pages directly to client CRM pipelines via webhooks.

SLA Guardrails & Overage Tracking

Automated scope trackers that alert agency leadership before unbilled extra work begins.

WhatsApp & SMS Alert Dispatches

Real-time mobile notifications dispatched to client sales reps the moment high-intent leads submit.

White-Label Client Account Management

Client-facing portals where clients manage payment methods, download invoices, and review active scopes.

Standardized Pod Retainers

Transparent Pod Pricing

Predictable monthly retainer agreements with guaranteed deliverable quotas and direct Slack access.

Retainer Flow Starter

Automated retainer invoicing and CRM lead routing for boutique agency workflows.

$699/ monthly
Included Deliverables:
Stripe Connect Retainer Autopilot
Automated Client Intake Wizards
Multi-CRM Lead Routing Pipelines
SLA Scope Overage Warning System
White-Label Client Billing Portals
Deploy Retainer Pod
Most Selected Pod

Agency Autopilot Engine

Full-scale retainer automation, automated contract agreements, and instant CRM lead dispatch.

$1,299/ monthly
Included Deliverables:
Automated Multi-Client Retainer Subscriptions
Instant Contract E-Sign & Onboarding
Multi-Tenant CRM Lead Dispatch
Automated Scope Creep & Retainer Overage Alerts
Custom White-Label Billing Domain
Priority Technical Support SLA
Deploy Autopilot Engine

Enterprise Ops Architecture

Custom ERP sync, enterprise billing rules, and multi-tier agency client operations.

$2,399/ monthly
Included Deliverables:
Custom Billing Rules & ACH Support
Unlimited Client Portals & Workspaces
Dedicated Systems Architect
Enterprise Accounting & Tax API Sync
Full Custom Webhook Integrations
Sub-15m Support SLA Guarantee
Deploy Ops Architecture
Retainer SLA Guarantee

Contractual SLA Standards

Every DigiVigee delivery engine pod operates under strict contractual accountability benchmarks.

Guaranteed Sprint Deliverables

Stripe Connect Recurring Retainer Autopilot
Automated Client Onboarding & SLA Tracker
Multi-Channel CRM Routing & Lead Notification Bots
White-Label Client Account Management Portals
Automated Retainer Scope & Overage Enforcement
Direct Webhook Dispatches for Zapier & Make

Operational SLA Commitments

Sub-Hour Slack Response SLA< 15 Mins
Uptime & Delivery Availability99.9%
White-Label Client SecuritySOC-2 Isolated
Contract Lock-In PeriodMonth-to-Month
Backed by 100% Retainer GuaranteeZero Risk Onboarding
Zero Commitment Discovery

Ready to deploy the Lead Flow & Retainer Automation?

Book a 20-minute architecture discovery call with our senior operations director. We will map your agency workflow and deploy your pod in under 24 hours.

✓ No Long-term Lock-in✓ 24h Pod Onboarding✓ Dedicated Slack Channel
Agency Retainer Billing & Lead Automation Engine | Digivigee OS | DigiVigee