Lea

Features

Everything a salesperson really does.

Not a suite sold by the module. Every block below exists because a sales rep actually uses it.

Get startedSee plans
What's inside21 features, 6 chapters
1 clickto import your data from Pipedrive, HubSpot, Zoho or noCRM
15 daysfree trial, no credit card
< 5 minfor a quote sent and signed on screen by your client
AmsterdamEuropean hosting, GDPR-native
01Get organized

Your day, in the right order.

Daily focus · Tasks module · List view · Telephony

Daily focus

Open « Your day », know what to do.

The « Your day » page mixes activities, hot deals and tasks for today, in the right order. Plaud (sold separately) transcribes your recordings: once your account is connected, Lea fetches them every 10 minutes and you attach each one to the right contact or deal.

  • Typed activities: call, meeting, task, email, WhatsApp with duration and recurrence
  • Colored task lists · day/week/month/year recurrence
  • Plaud: recordings fetched every 10 minutes, attached by you to the right record
See the 'Your Day' page
Your dayTUE 5 MAY
1 / 4 done
  • Call Martin back · Window quote11:00
  • Follow up · Northgate RetailHot
  • Send proposal · The Bakehouse14:30
  • Close · Atelier Dupont16:00
P
Plaud note transcribedAtelier Dupont · 4 min
Tasks module

Real task management, not a checkbox.

Nested sub-tasks, lists to organize, team assignment, 4 priorities, recurrence, hour estimates, comment threading, followers.

LowMediumHighUrgent
  • Nested sub-tasks (unlimited depth)
  • Tasks linked to a deal → also visible in /todos
  • Comment threading + hour estimates
See task management
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.

KanbanList
  • Phone number clickable directly in the table
  • Columns built for calling: contact, company, stage, last call
See the dedicated page
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.

Click-to-callAircallRingover
  • Automatic logging of call duration and outcome
  • Screen-pop: the contact card opens as the phone rings
See the dedicated page
02Sell & manage

From pipeline to signed quote.

Pipeline & deals · Quotes · Reports · Floor Mode

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.

DEV2026001Accepted
Signed on screen
PDF generatedFactur-X invoice
  • Shared catalog of services and one-click quote duplication
  • Payment terms: deposit, installment schedule, accepted methods
See the dedicated page
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)
  • Deals: amount, probability, heat-score, close date, one-shot or recurring
  • Weighted forecasting · sales reports per user
Pipeline · Sales
KanbanList
Discovery
The BakehouseTo qualify
Proposal
Atelier DupontTo close
Negotiation
Northgate Retail€12,400
Hot
Martin€5,000
Reports

The leadership space built for a call center.

Summary, activity by call outcome, pipeline, won/lost, monthly targets with projection, brought by and qualification. Restricted to Owner/Admin roles, never mixed with individual data.

SummaryActivityPipelineWon/LostTargets
  • 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
See the dedicated page
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.

Today's leaderboardLive
  1. 1Emma L.
  2. 2Jack B.
  3. 3Sophie L.
  • Today's leaderboard in real time, updated automatically
  • Full screen, no menu, built to be cast onto a TV
See the dedicated page
03Communicate

Every follow-up, on the right channel.

WhatsApp · Email · Sequences · Speed-to-lead

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.

  • Included in every plan, no add-on to pay
  • Compatible with international numbers (auto E.164 normalized)
Northgate RetailContact card
WhatsApp
“WhatsApp” activity logged in the contact history
Every conversation opened from Lea is logged in the contact's history, with its date.
Email, included everywhere

Send an email from Lea, from your first euro.

Connect Gmail or Outlook (OAuth) and send emails directly from any lead, contact or deal card. Reusable templates with variables. No paid plan to unlock sending an email: it's included in every plan.

GmailOutlookOAuth · 1 click

Hello {{firstName}}, your quote for {{dealValue}}…

  • Send from a lead, contact or deal card, history traced automatically
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.

Unanswered callFollow-up ~10 min later… up to 10 stepsStops as soon as they reply
  • Automatic stop: reply received, meeting booked, call answered, deal closed, or unsubscribe
  • 1-click unsubscribe compliant with RFC 8058, to protect your deliverability
See the dedicated page
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.

Form submittedAcknowledgement sentRep notifiedTop of the call queue
  • Web form, inbound webhook or booked time slot
  • Priority in the call queue for 48 hours (Pro and Business)
See the dedicated page
04Prospect

Complete records, without retyping.

SIRENE enrichment · Contacts & leads · Zero duplicates · Prospect generator

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.

1-click import from
PipedriveHubSpotZoho CRM
  • CSV import with auto round-robin assignment to reps
  • Business card scanning: the photo is read in your browser, and the contact record arrives pre-filled
  • Global full-text search (⌘K shortcut) with pg_trgm
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.

  • Autocomplete across the 11 million French companies (official Insee data)
  • Directors suggested as linked contacts, in one click
  • Bulk enrichment on import, automatic when the match is certain (Pro and Business)
See the dedicated page
Atelier Dupont
New organizationSIRENE · Insee
  • SIREN
  • NAF code
  • Headcount
  • Address
  • Directors
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.

emailphoneLinkedInnameSIRENdomain
  • Transactional merge: deals, notes and activities follow the record you keep
  • Never an automatic merge, you decide pair by pair
See the dedicated page
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.

NAF codeAreaHeadcount bracketLead pool
  • 732 NAF activity codes, searchable in plain trade language
  • Automatic deduplication by SIREN against your existing database
See the dedicated page
05Adapt & connect

Lea adapts to your process.

AI assistant (MCP) · AI drafting · Automation & API · Customization

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.

  • One-click connection from claude.ai, or via Claude Desktop / Claude Code
  • Respects your permissions: everyone sees only their own data
Claude × LeaConnected
“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
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.

DraftYour Claude or OpenAI key
  • Six models to choose from, at Anthropic or at OpenAI
  • No Lea commission and no surcharge
See the dedicated page
Automation & API

Automations, API and webhooks, on Pro and Business.

“If this, then that” rules with no code to write, Slack notifications for the team, a public API and webhooks to connect the rest of your tooling. No need for Zapier for everyday use cases.

WHENDeal wonTHENSlack notification
  • No-code automation rules: 10 active on Pro, unlimited on Business
  • Outbound webhooks: 10 active on Pro, unlimited on Business
  • Public REST API with tokens: 2,000 calls per day per user on Pro, 5,000 on Business
  • Universal inbound webhook for Linked Helper, Lemlist, Typeform or your own in-house script
Customization

Adapt Lea to your business.

Unlimited custom fields from Starter, colored labels, stages specific to each pipeline and industry-specific pipeline templates. The product adapts to your process, not the other way around.

TextNumberDateDropdownMulti-selectCheckbox
  • Colored labels on deals + contacts (unlimited)
  • Reorderable and customizable stages per pipeline
  • Industry-specific pipeline templates, with their stages and fields
06Security & hosting

Hosted in Amsterdam. GDPR from the ground up.

The app and its database are hosted in Amsterdam. Audit log on the Business plan, integrations and imports restricted to Owner and Admin accounts, built-in “Do not contact” list.

  • Hosted in Amsterdam (Europe)
  • GDPR-native · French publisher
  • Audit log of sensitive actions (Business plan)
  • Integrations and imports restricted to Owner and Admin accounts
  • “Do not contact” list: someone who has asked not to be contacted again is no longer followed up, even if re-imported
  • Full CSV export, leave whenever

All this in one tool.

Get startedSee plans