Quotes sent and then forgotten
You send a proposal, the prospect doesn't reply, and without a follow-up it falls off the radar. A project that could have closed disappears, simply because no one reached out at the right moment.
Solutions by industry · Agencies
The CRM for agencies that actually sells.
You juggle clients to retain, prospects to follow up with and quotes awaiting a reply. Lea CRM keeps it all in one place and tells you, every morning, what to do first.
A CRM for agencies built for client relationships and new business
At an agency, sales is never your full-time job: you produce, you deliver, you manage clients, and prospecting always comes last. The result: quotes that go unanswered, prospects met at trade shows who are never called back, and a pipeline living in a spreadsheet no one keeps up to date. Lea CRM is the CRM for agencies that takes the sales side off your plate: track every opportunity, follow up without thinking about it, turn a LinkedIn or Malt contact into a deal in one click, and focus your energy on the deals that matter. It's not a project management or accounting tool: it's the CRM that fills your pipeline and keeps it moving, all the way to the signed quote and its invoice. French vendor, data hosted in Europe, GDPR native.
What makes agencies lose clients
Situations you'll recognize, because they happen when sales comes after production.
The pipeline lives in a spreadsheet
Opportunities are scattered across an Excel file, emails, sticky notes and everyone's memory. There's no way to see at a glance how much new business is actually in progress or where things are stuck.
Trade show and network leads slip away
A meeting at an event, an interesting LinkedIn profile, a request on Malt: promising contacts that are never entered into a tool, and therefore never followed up with in a structured way.
Each account has just one point of contact
At an agency, an engagement involves a marketing director, a product manager, sometimes a buyer. When the information sits in a personal inbox, no one else can pick up the relationship.
Existing clients are never reactivated
An agency's biggest reservoir is its past clients. Without organized follow-up, you don't think to pitch them another campaign, website or redesign, and recurring revenue evaporates.
In the morning, you don't know where to start
Between the follow-ups to make, the day's meetings and the deals to close, the sales workload is blurry. You react to what's urgent instead of following the priorities that lead to signatures.
Lea CRM
What Lea CRM does for your agency
For every point of friction, a concrete feature: nothing made up, it's all in the product.
"Your Day" tells you what to do first
"Your Day" lists what to do today: calls to make, follow-ups due, meetings, deals to close. A sales to-do list ready to execute, rather than a dashboard to decode. On the Pro and Business plans, a prioritized call queue drives your prospecting.
Follow-ups that send themselves
Send your emails from Gmail or Outlook, with threading, and open tracking from the Starter plan. On the Pro and Business plans, automatic follow-up sequences keep going as long as the prospect doesn't reply, and stop dead the moment they answer or book a meeting. No more forgotten quotes.
A LinkedIn or Malt contact into a deal, in one click
Lea Capture, the browser extension, turns an email, a LinkedIn profile, a Malt listing or a WhatsApp conversation into a Contact + Deal with no re-entry. Your network leads land straight in the pipeline.
Your meetings book themselves
Lea Meet is your built-in booking page, free and included on every plan, with unlimited event types. Every booking automatically creates the contact, the deal and the activity, with a briefing before the meeting. Routing forms included; white-label from the Starter plan.
The whole account, visible to the whole team
Organizations, multiple contacts, deals, activities and email exchanges are all tied to the same client record. Unlimited custom fields and tailored stages: your pipeline mirrors your agency's sales cycle.
Prospect fast, keep the trail
Click-to-call to your softphone and a "call outcome" drawer to qualify in seconds, plus Aircall and Ringover integrations with an automatic call log and screen-pop on the Pro and Business plans. Record your meetings with Plaud (sold separately): Lea fetches the transcripts every 10 minutes, ready to attach to the right deal.
Day to day
A typical day with Lea at your agency
- 1
9 a.m.: you open "Your Day"
Lea shows you the prioritized list: three quote follow-ups due, two prospects to call back, a meeting at 2 p.m. On the Pro and Business plans, the call queue sets the calling order for you.
- 2
11 a.m.: a lead comes in while you work
A prospect reaches out on LinkedIn, another via Malt. With one click in Lea Capture, each becomes a Contact and a Deal in the right pipeline, at the right stage. Nothing gets lost.
- 3
2 p.m.: a meeting prepared effortlessly
The prospect booked the slot themselves through your Lea Meet page. The contact, the deal and the activity were created automatically, and you arrive with a briefing in front of you. You transcribe the meeting with Plaud.
- 4
6 p.m.: you leave, the follow-ups continue
On the Pro and Business plans, follow-up sequences take over on pending quotes and stop on their own the moment a client replies or books a meeting. Your pipeline keeps moving even while you produce.
Frequently asked questions
Which CRM should you choose for a communication or marketing agency?
A CRM that takes on the sales side without forcing a project management tool on you. Lea CRM focuses on prospecting, quote tracking, follow-ups and client relationships: multiple pipelines, unlimited custom fields and tailored stages to match your agency's sales cycle. Meeting scheduling (Lea Meet) is free and included on every plan, and email tracking comes with the Starter plan.
Why use a CRM when you're a small agency?
Because in a small team, sales always comes after production, and that's where projects get lost. Lea centralizes your opportunities and tells you every morning what to do first through "Your Day"; on the Pro and Business plans, it also follows up on your quotes automatically. You stop running your new business in a spreadsheet no one keeps up to date.
Can Lea CRM replace my project management or invoicing tool?
For invoicing, often yes; for project management, no. Lea CRM is a sales CRM that also handles everyday invoicing: on every plan, "Invoice this quote" turns a signed quote into a Factur-X invoice, with credit notes, and the Pro and Business plans add payment reminders and recurring invoices. It is not production, project management or accounting software, and it does not transmit invoices to an approved e-invoicing platform. You keep your specialized tools alongside it and can connect them through the API or webhooks (Pro and Business plans).
Can I import my existing contacts and deals?
Yes. CSV import brings in your contacts and deals while preserving your custom fields and pipeline stages. You can also use the lead pool to import prospect lists. You start with your own database, not a blank page.
Where is my agency's and my clients' data hosted?
In Amsterdam, within the European Union, on servers operated by Railway Corp., an American company. Lea CRM is published by a French company (N.Y.B.K. SAS, Paris) and the product is GDPR-native, an important point when you manage your own clients' business data.
How does scheduling a first sales meeting work?
With Lea Meet, you share a booking link; the prospect picks their slot. The booking automatically creates the contact, the deal and the activity in Lea, and you receive a briefing before the meeting. Lea Meet is free and included on every plan, with routing forms and unlimited booking pages; only white-labeling starts with the Starter plan.
Turn your agency into a signing machine
Try Lea CRM: prospecting, follow-ups and meetings finally in one place. See the Pricing page.