The daily problem
Agency work is often split between WhatsApp, email, files and invoices. Leads and project follow-ups become hard to control as the team grows.
LeCRM workflow
LeCRM connects prospects, proposals, client projects, tasks, invoices and reminders so the agency sees what needs action every day.
- Clients, contacts and opportunities in one place.
- Quotes, invoices and payments tracked in MAD.
- Reminders and follow-ups, including WhatsApp where useful.
- Fields and dashboards adapted to the sector.
Dashboard examples
Track active opportunities, project load, invoices sent, payments collected and clients waiting for follow-up.
Setup: LeCRM can be configured with your team in under 5 minutes using self-service onboarding, an industry pack, demo data and your own client import.
How to start
Start your free workspace. The guided setup shows the exact flow for your activity, then configures the workspace around your pipeline, documents and reporting needs.