The CRM day to day
How does a CRM work?
From capturing a contact to closing the deal, step by step.
A CRM works in three moves: it captures your contacts and leads, organizes them in a deal pipeline, then guides you day to day with follow-ups and the actions to take. The whole history — calls, emails, meetings — stays attached to the right contact.
1. Capture contacts and deals
A lead comes in (form, call, email, trade show…). The CRM creates their record and the associated deal. With Lea’s Chrome extension, you capture a contact from Gmail, LinkedIn or Malt in one click.
2. Organize them in the pipeline
Each deal is placed at a stage in the pipeline (to contact, in discussion, quote sent, won…). You move deals along as they progress; the CRM keeps values and priorities up to date.
3. Take action day to day
The CRM tells you what to do: who to follow up with, which meeting to prep, which task to wrap up. Lea brings it all together in “Your Day” and lets a single click on a number start the call, log the outcome and schedule the follow-up.
4. Keep the history and measure
Every interaction is recorded automatically. Reports and forecasts show what’s coming in and where to focus your efforts.
Frequently asked questions
How do you get started with a CRM?
You import your contacts, create your deal pipeline, then work from the list of the day’s actions. With Lea, the import and pipeline are up and running in minutes.
Does a CRM log calls and emails automatically?
Yes. Lea logs calls and attaches emails to the right contact, with no manual entry.
Can you manage several pipelines?
Yes, Lea handles several pipelines (for example sales and partnerships), each with its own stages.