Getting started

• Get started with LeCRM
• Log in and reset your password

Clients & leads

• Convert a lead into a customer
• Create a customer with ICE
• Create and manage leads
• Create and renew a contract
• Export your data
• Give access to the client portal
• Import customers, leads and items from CSV
• Schedule customer reminders

Quotes & proposals

• Convert a quote or proposal into an invoice
• Create a commercial proposal
• Create a quote
• Create predefined items
• Send a quote by email or WhatsApp

Invoices

• Configure payment methods
• Create a compliant invoice with ICE and VAT
• Create a credit note
• Create a recurring invoice
• Record a payment and stamp duty
• Set up overdue invoice reminders

E-invoicing

• Issue a DGI-ready electronic invoice
• Understand ICE, VAT and stamp duty compliance

Expenses

• Record an expense and rebill it

Projects

• Create and invoice a project
• Track tasks and time

Support tickets

• Create and manage a support ticket
• Create predefined replies

Knowledge base

• Set up a customer knowledge base

Marketing

• Create and send a satisfaction survey

Reports

• Reports and analytics
• Track your goals

Settings

• Create custom fields
• Customize numbering and document templates
• Languages, currencies and localization
• Manage users and permissions