Manage customers.Close more deals.
One organised workspace for leads, follow-ups, WhatsApp, quotations and invoices — built for teams that want to move faster.
Everything your sales team needs.
Practical, connected tools for everyday customer and sales work.
Lead management
Capture opportunities and move them through your sales process.
Follow-ups
Calls, meetings and reminders that never slip.
Customer chats connected to your sales workflow.
Quotations & invoices
Clear paid, unpaid and overdue states.
Roles & permissions
Access based on staff responsibilities.
Customers, staff & organisation workspaces
Keep organised customer records and manage your team. Each organisation's data and users stay separated within the platform.
From enquiry to invoice, history intact.
Capture leads
Record enquiries in a structured workspace.
Follow up
Track the next action for every opportunity.
Send quotations
Create quotes linked to the customer.
Manage invoices
Monitor billing and payment status.
Plans designed around your team.
Pick a plan by users and CRM capabilities.
Plan 3
- Up to 20 user(s)
- 14 modules included
- Free trial included
Frequently asked questions
Everything you need to know before getting started.
What is Lead CRM?
A customer and sales platform for leads, customers, follow-ups, WhatsApp, quotations, invoices and team access.
Who can use Lead CRM?
Small and growing businesses needing a structured way to manage customers and sales.
Can multiple employees use one organisation?
Yes. Add multiple users with roles and permissions.
Can I change my plan later?
Yes. Plans support your changing team size and needs.
Does it include quotations and invoices?
Yes. Both are part of the connected CRM workflow.
Is there a free trial?
Plans can include a trial period per subscription setup.
Bring customer management into one place.
A professional workspace for leads, customers, follow-ups, communication and billing.
Get started with Lead CRM