Features
Everything a salesperson really does.
Not a suite sold by the module. Every block below exists because a sales rep actually uses it.
01 · Daily focus
Open Lea, know what to do.
The « Your day » page mixes activities, hot deals and tasks for today, in the right order. The advanced tasks module (sub-tasks, estimates, threading, 4 priorities) handles complex missions. Plaud transcribes your voice notes and pushes them into a dedicated inbox for 1-click linking to the right deal.
See the 'Your Day' page →- « Your day » page with today's activities, deals to push, priority todos
- Tasks module at project-management level (sub-tasks, hour estimates, threading, followers, 4 priorities)
- Colored task lists · day/week/month/year recurrence
- Plaud, voice notes transcribed + 1-click assignment inbox
- Typed activities: call, meeting, task, email, WhatsApp with duration and recurrence
02 · Pipeline & Deals
Your deals in columns, unlimited, per-user.
Multi-pipelines per-user (membership model unique on the market vs tenant-shared everywhere else), drag & drop kanban, stages you customize without asking permission. Weighted forecasting to anticipate, list view to scan.
- Unlimited multi-pipelines, owned per-user (membership model)
- Kanban view drag & drop · List view with filters
- Reorderable stages, customizable per pipeline
- Deals: amount, probability, heat-score, close date, one-shot or recurring
- Weighted forecasting (Business+) · sales reports per user
03 · Contacts, organizations, leads
Structured data + shared lead pool.
Contacts and organizations with rich fields (10 native properties on orgs). Leads live in a dedicated pool, unassigned or in qualification, separated from contacts. Batch CSV import with auto round-robin to spread between salespeople.
- Contacts / orgs / deals with bidirectional relations
- 10 native fields on orgs (website, phone, city, industry, size, founded, source, etc.)
- Lead pool: queue of unconverted leads, filterable by import batch and assigned rep
- CSV import with auto round-robin assignment to reps
- Global full-text search (⌘K shortcut) with pg_trgm
04 · Email, included everywhere
Send an email from Lea, from your first euro.
Connect your Gmail (OAuth) and send emails directly from any lead, contact or deal card. Reusable templates with variables. No paid tier to unlock sending an email, it's included in every plan.
- Email sending included in every plan (Starter to Enterprise)
- Gmail OAuth · 2 accounts/user (Starter) up to unlimited (Enterprise)
- Send from a lead, contact or deal card, history traced automatically
- Email templates with variables ({{firstName}}, {{dealValue}}, etc.)
05 · WhatsApp
The channel that makes leads reply.
On every contact card, a WhatsApp button prepares the conversation with the number pre-filled. The « WhatsApp » activity is auto-logged in the contact's history so you can find every exchange.
- WhatsApp button directly on the contact card
- WHATSAPP activity logged auto on each click, clean history
- ~98% open rate vs 20% for email, the channel that works in 2026
- Replies 3-5× faster than email per our early users
- Included in every plan, from Starter, no add-on to pay
- Compatible with international numbers (auto E.164 normalized)
06 · Tasks module
Real task management, not a checkbox.
Nested sub-tasks, lists to organize, team assignment, 4 priorities, recurrence, hour estimates, comment threading, followers. Tasks linked to a deal also show up in `/todos`, one place for your daily to-do.
See the dedicated tasks page →- Nested sub-tasks (unlimited depth)
- Colored lists to organize (sprint, client project, personal, etc.)
- Assignment to a team member + followers
- 4 priorities (Low / Medium / High / Urgent)
- Recurrence (day / week / month / year)
- Tasks linked to a deal → also visible in /todos
- Comment threading + hour estimates
07 · Automation & API
Webhooks and API from your first euro.
Outbound webhooks (3 from Starter), native inbound webhooks (Plaud, forms), public API with tokens. No mandatory Zapier, connect directly.
- Outbound webhooks: 3 active (Starter), 20 (Business), unlimited (Enterprise)
- Native inbound webhooks: Plaud + web forms (HMAC-signed)
- Public REST API with scoped tokens (1k → 100k calls/day)
- Forms-webhook ready for Quform, Google Sheets, Apps Script
- Native workflows / automations (Business+) · roadmap
08 · Customization
Adapt Lea to your business.
50 custom fields per entity from Starter (vs 10-30 with competitors), colored labels, multi-stages per pipeline, dark mode. The product adapts to your process, not the other way around.
- 50 custom fields per entity (Starter), 200 (Business), unlimited (Enterprise)
- Types: text, number, date, dropdown, multi-select, checkbox, etc.
- Colored labels on deals + contacts (unlimited)
- Reorderable and customizable stages per pipeline
- Native dark mode (no competitor offers it)
09 · Security & sovereignty
Hosted in Amsterdam. GDPR-native.
Your data stays in Europe. Audit log included from Starter (vs Premium at Pipedrive). 2FA, roles (Admin/SalesDir/Seller), SSO SAML for Enterprise. No Cloud Act, no Patriot Act.
- Hosted in Amsterdam (Europe)
- GDPR-native · no Cloud Act nor Patriot Act
- Audit log: 6 months (Starter) → 5 years (Enterprise)
- Roles: Admin/SalesDir/Seller with granular permissions
- 2FA all tiers · SSO SAML (Enterprise)
- Full CSV export, leave whenever
10 · AI assistant (MCP)
Your CRM, driven from Claude.
Connect Lea to Claude in one click and talk to your CRM in plain language. Claude reads your deals and acts for you, strictly within your access rights. Included in every plan, from the free tier up.
- “Who should I call today?” — Claude pulls up your call queue
- “Create a deal for Martin at €5,000 in the Negotiation stage”
- “Give me a rundown on contact Dupont” — instant record summary
- “Log this call: no answer” — activity tracked automatically
- One-click connection from claude.ai, or via Claude Desktop / Claude Code
- Respects your permissions: everyone sees only their own data
11 · Quotes
A signed quote in under 5 minutes.
Create a quote linked to a deal, send a public link, your client signs on screen. Automatic annual numbering, PDF generated, status updates itself.
See the dedicated page- Automatic numbering DEV2026001, prefix and starting number configurable
- Electronic signature drawn on acceptance, timestamped and tracked
- Payment terms: deposit, installment schedule, accepted methods
- PDF generated automatically, public page shareable by link
12 · Reports
The leadership space built for a call center.
5 tabs: summary, activity by call outcome, pipeline, won/lost, monthly targets with projection. Restricted to Owner/Admin roles, never mixed with individual data.
See the dedicated page- Summary: KPIs, deltas and 12-month history
- Activity: funnel by call outcome (callOutcome)
- Won/Lost: broken down by rep and by source
- Monthly targets: target vs achieved, with end-of-month projection
13 · Telephony
You click a number, the call goes out.
Every phone number is natively clickable, through your computer's softphone. With Aircall or Ringover, the call logs itself and the contact's card opens while it's still ringing.
See the dedicated page- Native click-to-call, no configuration required
- Automatic logging of call duration and outcome
- Screen-pop: the contact card opens as the phone rings
- Compatible with Aircall and Ringover
14 · Floor Mode
The TV screen that puts energy into your team.
Cast it onto the office screen: today's leaderboard, a live activity feed, confetti on every deal won. Built for team motivation, not for analysis.
See the dedicated page- Today's leaderboard in real time, updated automatically
- Live activity feed: calls, meetings, deals won
- Confetti celebration on every signature
- Full screen, no menu, built to be cast onto a TV
15 · Sequences
The follow-up sequence that stops at the right moment.
A prospect doesn't pick up? They're automatically enrolled in an email follow-up sequence. It stops itself the moment they reply, book a meeting, or pick up your next call.
See the dedicated page- Automatic enrollment after a call goes unanswered
- Up to 10 steps, the first about 10 minutes after the call
- Automatic stop: reply received, meeting booked, call answered, deal closed, or unsubscribe
- 1-click unsubscribe compliant with RFC 8058, to protect your deliverability
16 · List view
200 calls to make today? The list view is built for that.
Switch the pipeline to list view, a table with one row per deal, to power through calls without going back to the kanban. Your preference is remembered automatically.
See the dedicated page- Kanban ↔ list toggle in 1 click, remembered per user
- Phone number clickable directly in the table
- Columns built for calling: contact, company, stage, last call
- Built for high-volume prospecting days
17 · SIRENE enrichment
Type the company name. Lea fills in the rest.
When you create an organization, Lea queries the official French SIRENE registry: company ID, industry code, headcount, address and directors land in the right fields. No plugin, no retyping.
See the dedicated page- Autocomplete across the 11 million French companies (official Insee data)
- Company ID (SIREN), industry code, headcount, address and founding date filled automatically
- Directors suggested as linked contacts, in one click
- Bulk enrichment on import, automatic when the match is certain (Pro and Business)
18 · Zero duplicates
One customer, one record.
Three reps, three entries for the same customer, and the history splits in two. Lea finds duplicate contacts and organizations, and lets you merge them without losing anything.
See the dedicated page- Matching on email, phone, LinkedIn, name, SIREN or web domain
- Role addresses like contact@ and shared switchboards are excluded
- Transactional merge: deals, notes and activities follow the record you keep
- Never an automatic merge, you decide pair by pair
19 · Prospect generator
Your next list, in three filters.
An activity code, an area, a headcount bracket, and Lea queries the official register of French companies to fill your lead pool.
See the dedicated page- 732 NAF activity codes, searchable in plain trade language
- Free counter before you generate, on every plan
- Automatic deduplication by SIREN against your existing database
- French companies only, generation on Pro and Business
20 · Speed-to-lead
Whoever calls back first wins the deal.
A submitted form triggers the acknowledgement, alerts the assigned rep and pushes the deal to the top of the call queue.
See the dedicated page- Web form, inbound webhook or booked time slot
- Acknowledgement to the prospect, yours to switch on
- Notification and email to the rep concerned
- Priority in the call queue for 48 hours (Pro and Business)
21 · AI drafting (your key)
The AI runs on your account, not ours.
Connect your Claude or OpenAI key and the “Draft” button appears in the email composer and in quotes. You pay for inference at cost, with no markup.
See the dedicated page- Six models to choose from, at Anthropic or at OpenAI
- No Lea commission and no surcharge
- Available on every plan, from the free trial onwards
- The page sets out exactly which data is sent to the provider