Lead ownership is unclear
Teams lose time when nobody can quickly see who owns what.
For agency teams
See team execution without chasing every agent.
Audri gives agency leaders one place to assign leads, publish resources, track goals, review activity, and spot where support is needed.
Built for shared lead ownership, resources, goals, and team visibility.
Agency dashboard
Team lead pipeline
5 overdueNorth branch prospects
James12 assigned3 overdue
Renewal reviews
Helen8 assignedHealthy
Quote follow-ups
Tom14 assignedNeeds review
Team goal progress
Issued policies68%
Resource hub
Updated fact-find script
Health quote calculator
Renewal objection FAQ
Activity signals
Two agents need review support. Four warm leads have no next step.
Agency leaders should not need screenshots to know what is moving.
Follow-ups depend on updates
Managers should not need repeated check-ins to know what is overdue.
Resources are scattered
Scripts, FAQs, calculators, and workflows often live outside the place agents work.
Goals miss daily activity
Team targets are harder to manage when activity signals live in separate systems.
Agency workspace
Shared execution without another reporting chore.
Audri gives team leaders a practical view of lead ownership, resources, goals, and activity.
Lead Assignment
Assign ownership and see what needs attention.
Team Goals
Set team targets and track progress against activity.
Shared Resources
Publish scripts, FAQs, calculators, and workflows where agents work.
Performance Visibility
Spot overdue follow-ups, missing activity, and support needs.
Daily workflow
A shared operating rhythm for the agency.
Audri connects the work leaders assign with the activity agents complete each day.
- 1
Assign leads
- 2
Publish resources
- 3
Set goals
- 4
Review activity
- 5
Coach agents
Plans
Team plans for shared execution and visibility.
Start with a small team workspace, then scale into routing, analytics, transcripts, and custom support.
Audri Team
$99/mo
Shared CRM, team goals, resources, and manager visibility.
Audri Agency
$299/mo
Advanced routing, analytics, AI planning, and transcripts.
Audri Enterprise
Custom
Custom users, onboarding, integrations, SSO, and support.
Ready when the work needs one place
Bring your agency workflow into one shared workspace.
Run leads, goals, meetings, resources, and performance visibility without chasing updates across chats.