Pro Tips
Sep 26, 2025
Leadsie vs Theoflow: Which Tool Is Actually Better?
Jens Bjerregaard
Marketing consultant
12
Min. read
Leadsie vs Theoflow
If you run a marketing agency, onboarding is one of those make-or-break moments. It’s when your client goes from “we signed you” to “I actually trust you with my business.” If that handoff is messy, doubts creep in. Do it cleanly, and you set the relationship on solid footing.
That’s why the tool you use for onboarding matters more than you might think. You want something that:
Nails the core job: collecting client account access quickly
Adds a professional, branded experience
Lets you link or guide everything else (contracts, payments, file uploads, scheduling)
Scales without hidden costs
Two tools often compared in this space are Leadsie and Theoflow. On the surface, both help with access. But once you scratch deeper, the differences are meaningful.
Leadsie is laser-focused on access. Theoflow is trying to give you that plus a full portal and onboarding workflow. In this article I’ll:
Show exactly what Leadsie offers (and what it doesn’t)
Break down what Theoflow offers today (and what it’s working toward)
Do side-by-side feature and pricing comparisons
Walk you through real agency workflows
Help you decide which is smarter long-term
What Leadsie Offers
Leadsie’s public pricing page shows the following for all plans:
Feature | Description |
|---|---|
Link Access | One link to request permissions across multiple platforms. |
Custom Links | Create and reuse custom links to request specific access levels (manage, view) as needed. |
View-Only Requests | Useful when doing audits or preliminary access. |
Client Dashboard | Track which clients have granted access, see status, and get notifications. |
Access Detective | Helps when clients don’t remember who has admin access. |
Meta Asset Creation | Clients can create a Business Manager or corresponding asset via Leadsie if they don’t have one. |
Auto-Assign Assets | Automatically assign Meta assets to team members. |
Multi-Language Support | Access requests work in approximately 8 languages. |
On-Demand Support | Support is available including for clients. |
3-Month Credit Rollover | Unused credits roll over for 3 months. |
On the pricing side:
Plan | Price (billed monthly) | Features / Limits |
|---|---|---|
Starter | $49/month | 3 new clients per month, 10 prospects/audits per month |
Agency | $99/month | 10 new clients per month, 50 prospects/audits per month, whitelabeling, embed access requests, webhooks, unlimited team members |
Pro | $249/month | Onboard up to 50 clients per month, more prospects, multi-brand support, additional features |
Enterprise | Custom pricing | Unlimited clients, API access, custom integrations, advanced features |
Trial / Cancellation | 14-day free trial | No credit card required. Upon cancellation, access to existing accounts is retained (Leadsie only facilitates the “handshake”). |
Also, the features page notes that Leadsie supports access to many major platforms: Meta, Google (Ads, Analytics, Tag Manager, Search Console, Business Profiles), TikTok, LinkedIn, YouTube, Shopify, WordPress, etc.
What Leadsie Does Not Do (or Doesn’t Claim)
Because Leadsie is very clear about its scope, we see what they do not claim:
They do not claim built-in contract signing or payment processing
They do not offer native scheduling/calendar systems
They do not offer onboarding flows with branching logic
They don’t provide file upload or resource management as part of the onboarding journey
They are not an onboarding portal tool, they focus on access
Thus for everything beyond access, you have to use external tools and integrate (or link) them yourself.
Onboard clients in minutes, not days
Stuck trying to access to your clients social media and marketing accounts?
What Theoflow Offers
Feature set (publicly listed) includes:
Feature | Description |
|---|---|
Whitelabel Branding | Apply your branding to the client portal |
Flow Builder / Onboarding Flows | Create and manage client onboarding flows |
Integrations | Connect with Google, Meta, Shopify, LinkedIn, Klaviyo |
Redirect Pages | Embed buttons or links on redirect pages |
Client Overview Dashboards | View client activity and status in dashboards |
Flow Templates | Use prebuilt templates for onboarding flows |
Basic Support Features | Access standard support features |
Custom Features | Additional features available depending on plan |
From Theoflow’s pricing page:
Plan | Price (billed monthly) | Features / Limits |
|---|---|---|
Starter | $59/month | Onboard 2 clients, audit 4 leads, 1 seat, whitelabel branding, flow templates, static links, integrations (Google, Meta, Shopify, LinkedIn, Klaviyo) |
Growth | $79/month | Unlimited client onboardings, unlimited audits, 3 seats, whitelabel branding |
Hypergrowth | $199/month | Unlimited client onboardings, unlimited audits, 10 seats, whitelabel branding, priority support, custom features |
Notably, Theoflow’s site does not claim that contract signing, payment handling, scheduling are native features. Instead, you can build custom pages / steps in your flow (for example a “contract page” with a button that redirects clients to your contract tool). Thus, they treat contract, payments, scheduling, file uploads, Slack invites as custom pages / redirect links rather than full internal features. That nuance is important.
So Theoflow gives you a flexible flow architecture with custom link pages for anything external.
Feature & Pricing Comparison
We’ll keep the earlier comparison, but now we add a new table comparing Theoflow’s Growth vs Leadsie’s Agency plan (monthly). Then I’ll reweave the narrative around those comparisons to preserve clarity.
Feature / Capability Comparison
Capability | Theoflow | Leadsie |
|---|---|---|
Core account access (Meta, Google, etc.) | ✅ | ✅ |
Branded portal / white labeling | ✅ | ✅ |
Flow builder / sequential onboarding steps | ✅ | ❌ |
Custom pages with redirect buttons (contracts, payments, scheduling) | ✅ | ❌ |
Unlimited client onboardings / links | ✅ | ❌ |
Integrations (Google, Meta, etc.) | ✅ | ✅ |
Dashboard & tracking of onboarding progress | ✅ | ✅ |
Notifications & follow-ups at each step | ✅ | ✅ |
Tool stacking requirement | Lower | High |
Scalability with lower marginal cost | Strong | Weak |
Monthly Plan Comparison: Theoflow Growth vs Leadsie Agency
Below is a direct side-by-side comparison between Theoflow’s Growth plan and Leadsie’s Agency plan (based on publicly listed features/pricing).
Feature / Metric | Theoflow Growth Plan | Leadsie Agency Plan |
|---|---|---|
Monthly price | $79/month | $99/month |
Client onboardings / admin access | Unlimited | 10 per month |
Prospect audits / view-only access | Unlimited | 50 per month |
Seats / team members | 3 seats | Unlimited seats |
Whitelabel / branding | ✅ Included | ✅ Included |
Ad account access integrations | ✅ Supported | ✅ Supported |
Custom pages & links | ✅ Supported | ❌ Not supported |
Unlimited links / pages usage | ✅ Unlimited | ❌ Constrained by limits |
Contract / payment / upload etc. | ✅ Redirect pages | ❌ Not supported |
Cost per extra client beyond limit | ✅ Flat (no extra cost) | ❌ Must upgrade |
Long-term scaling advantage | ✅ Strong | ✅ Moderate |
Webhooks / automation | ❌ Coming soon | ✅ Included |
This table shows that Theoflow’s Growth plan is more generous on the number of clients you can onboard (unlimited versus 10) and gives you more flexibility for a lower monthly price. Meanwhile, Leadsie’s Agency plan is solid for its focus but gets constrained when your client count grows.
Pros & Cons
Let me walk you through the key areas where this comparison is important and where Theoflow tends to win, especially beyond just raw features.
1. Client Limits & Scaling
Leadsie’s Agency plan limits you to 10 new clients per month for which you can request manage/admin access. Once you hit that, you’d need to upgrade. In contrast, Theoflow’s Growth plan gives you unlimited client onboardings, which means adding one more client doesn’t cost extra (within that plan). That difference compounds as your agency grows.
2. Pricing Efficiency
Even though Leadsie’s Agency plan includes useful features (white labeling, webhooks, embedding), you are paying $99/month for 10 onboardings. Theoflow gives you the flexibility to onboard unlimited clients, with similar branding and flow control, at $79/month. That means your cost per client (if you onboard more than ~6–7) becomes much better with Theoflow.
3. Flexibility for Expanded Steps
Leadsie is excellent for access, and embeds that access request in your workflow. But once you hand off to contract tools, payment tools, scheduling tools, file uploads, etc., the experience becomes disjointed. In contrast, Theoflow’s flow builder lets you sequence all of those steps (via redirect pages) in one unified onboarding path, so the client feels like it’s one journey even though some pieces are external.
4. Tool Stacking & Maintenance
With Leadsie, to build a full onboarding suite you’ll need (at minimum): a contract tool, a payment tool, a scheduling tool, a form tool, a file upload tool, maybe Slack invites. Each of those is another subscription, integration, error point, or support burden. Theoflow absorbs much of that glue work by letting you orchestrate everything in one portal—even if some parts are redirects. Over time, that means fewer broken integrations and fewer support tickets.
5. Branding, Client Experience & Professionalism
Because Theoflow gives you control of the client portal (branding, flow, messaging), you can make onboarding feel like a high-end experience. Clients don’t feel like they’re bouncing between tools. With Leadsie, that handoff feels more abrupt: access link → external contract tool → invoice → scheduling tool. That jolt can erode confidence or cause confusion.
6. Roadmap Forward for Native Integrations
A key caveat (and advantage) with Theoflow is that the redirects for contracts, payment, scheduling, etc. are not yet native integrations, but they are custom pages you can drop into the flow. Theoflow is openly designing to build deeper native integrations over time. That means today you get flexibility; tomorrow you may get seamlessness. Leadsie’s feature set is narrower, if they don’t choose to expand, you may need to adopt other tools. With Theoflow, you’re betting on an evolving platform.
Client Experience
What your client sees matters as much as what you build. Let’s compare the user-facing experience.
Leadsie Client Journey:
The client receives an access link (via email or embedded on your site).
They click, see which platforms you’re requesting, log in, and grant access.
After that, you send them a contract, invoice, scheduling link, file upload link—each using different tools.
The client moves between tools, gets emails, possibly loses track of what’s next.
They don’t see one unified “dashboard” of onboarding progress.
That experience is functional, but fragmented.
Theoflow Client Journey:
You send them one link to your onboarding portal (branded).
They log in and see a step-by-step process: intake, access, contract, payment, schedule, uploads, etc.
Each step is clearly laid out, with instructions and buttons (redirecting where needed).
They see progress (e.g. Step 3 of 7), know what’s next, and can return if they pause.
They never feel like they’re bouncing between 4 different tools, everything lives under your portal’s umbrella.
Because your messaging, styling, tone, and layout are consistent, the flow builds trust. Clients feel taken care of, not just asked for favors.
Workflows & Use Cases
Let me show you some real-world flows for different types of agencies and where Theoflow gives more control.
Ad / PPC Agencies
With Leadsie:
Send access link to client
After they grant access, send contract via DocuSign
Send invoice via Stripe or your invoicing system
Use Calendly or similar for scheduling
Use Google Forms or Typeform for intake questions
With Theoflow:
Create flow:
Welcome / intake questionnaire
Access request
Contract redirect button
Payment redirect button
Schedule kickoff call
Upload brand assets
Slack invite or client portal intro
Everything feels like one journey
You control when each step is unlocked
You can branch or skip steps depending on package or service type
Creative / Branding / Design Agencies
With Leadsie:
Possibly use Leadsie only if access is required (e.g. for social or web)
Do intake via forms or Airtable
Use Dropbox / Google Drive for assets
Send contracts, invoices, scheduling separately
With Theoflow:
Build multiple onboarding flows (e.g. “brand only,” “brand + social,” etc.)
Start with brand questions → mood boards → logo references → deliverable expectations
Insert access steps only when needed
Link to contract, payment, upload, schedule wherever necessary
The flexibility means you don’t force your process into a tool, you build the tool around your process.
When Leadsie Still Makes Sense
Leadsie isn’t pointless. In some use cases, it’s a smart choice.
If your only requirement is fast access collection, nothing else matters
If your onboarding is minimal and you don’t care about branding or unified experience
If your client volume is low and you never hit the monthly cap
If you already have a robust onboarding stack and only need a plug-in for access
But be wary: as soon as your onboarding gets more complex, the limitations begin to bite.
Summary & Recommendation
Let me tie this all together clearly with everything we’ve covered.
What Leadsie is best for
Leadsie is powerful at its core mission: making account access simple and fast. Its minimal focus is its strength. The pricing is transparent, and you can embed access requests, use webhooks, and manage multiple platforms. If your onboarding needs are very light and you don’t care about flow or client experience beyond access, Leadsie can be a solid tool.
What Theoflow brings to the table
Theoflow gives you:
The same access capability
A full onboarding structure via a flow builder
Custom pages you can insert for contracts, payments, uploads, scheduling (via redirect links)
Branding and design consistency
Unlimited links / onboardings (in many plans)
A lower marginal cost when scaling
A roadmap forward toward native integrations
Why Theoflow Growth beats Leadsie Agency for many agencies
When you compare Theoflow Growth (at ~$79/month) vs Leadsie Agency (at $99/month) you get:
More clients onboardings allowed
Unlimited audits vs capped prospects
Branding, embedding, linking, and flow flexibility
Lower cost per client once you scale
Less dependency on stacking extra tools
The caveat: no native contract, payment, or scheduling (yet)
One nuance: some features in Theoflow are not fully built-in yet. Contracts, payments, scheduling, file uploads, Slack invites currently rely on redirect or linked pages, not native components. That said, that setup gives you flexibility now and allows Theoflow to evolve toward deeper integration in the future. Always good to know your starting point.
