The daily problem
Consulting firms need to manage proposals, missions, deliverables, billable time and recurring clients without drowning in spreadsheets.
LeCRM workflow
LeCRM helps manage leads, proposals, missions, tasks, time, invoices and payment follow-up for service-based teams.
- 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 mission pipeline, billable time, invoices, recurring revenue and overdue payments.
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.