Solutions by profession · Brokers
Insurance, credit, real estate: your value lies in the follow-up. Lea keeps every Lead warm, follows up for you and tells you every morning who to call back first. French software vendor, data hosted in Europe.
A broker lives on the ability to reach out again at the right moment: the prospect comparing three offers, the client whose contract is coming up for renewal, the loan file waiting on a document. Lea CRM is the CRM for brokers that centralizes your Leads, automates your follow-ups and turns your Pipeline into a clear list of actions. Lea is not a transaction or contract-management tool: it is the CRM that drives the entire sales and relationship side of your business, from first contact to signature. French software vendor, hosting in Amsterdam, GDPR by design: your clients' data never leaves Europe.
The leaks in brokerage are no mystery. They all go by the same name: follow-up that breaks down.
A future policyholder or borrower compares several brokers. The one who follows up quickly and regularly wins the file. One forgotten follow-up, and the mandate slips away without you knowing why.
Insurance renewal, end of the cooling-off period, loan refinancing date: these milestones are handled weeks in advance. Without a reliable reminder, you discover them once it's already too late.
A credit or insurance file is waiting on a supporting document, a signature, a reply from the bank. Without follow-up, it stalls. The client grows impatient, the bank chases you, and you juggle thirty files from memory.
Website forms, quote requests, LinkedIn contacts, referrals: your prospects come from everywhere and end up scattered. It's impossible to know who has been followed up with, who is waiting for a reply, who is ready to sign.
You have a hundred contacts in progress and limited energy. Without clear priorities, you call the most recent one instead of the hottest, and your best files cool down while you put out fires.
The same client exists in your email, your WhatsApp, your notepad and your management software. Every re-entry is time lost and one more chance to get a figure or a date wrong.
Lea CRM
For every leak in brokerage, a concrete answer — and nothing but real features.
Lea opens on "Your day": the ordered list of what to do today — calls to make, follow-ups due, meetings, files to close. The prioritized call queue puts the hottest prospects first. You pick up the phone, no need to think.
Set up email follow-up sequences for your warm prospects. Lea reaches out for you and cuts the sequence as soon as the client replies or books a meeting. Sent from your Gmail or Outlook, with open tracking and clean threading.
Attach tasks with reminders to each file or contact: chase the bank, request a supporting document, prepare the renewal. Nothing rests on your memory anymore — Lea reminds you on the day.
With Lea Meet, share a booking link (included from the entry-level plan). Each booked slot automatically creates the contact, the file and the activity, with a briefing before the meeting. Routing forms send each request to the right person.
Lea Capture, the Chrome extension, turns an email, a LinkedIn profile, a Malt page or a WhatsApp conversation into a Contact + file. Your website forms and CSV imports also feed the Pipeline. No more parallel spreadsheet.
Click a number to call through your softphone. With Aircall or Ringover, the call log fills itself and the record pops up on screen. The "call outcome" drawer lets you qualify and reschedule the follow-up in one click — ideal for intensive prospecting.
Day to day
No dashboard to decode. Lea shows the prioritized list: the hot prospects to call back, the follow-ups due, the files whose deadline is approaching. In ten seconds you know where to start.
The prioritized call queue guides you. You click to call, the log fills itself, and the "call outcome" drawer has you qualify and reschedule the next follow-up without leaving the screen. Warm prospects go into an automatic follow-up sequence.
Through your Lea Meet link, a future client sets up a meeting. Lea creates the contact, the file and the activity, and prepares a briefing for you. An interesting LinkedIn profile? Lea Capture turns it into a file in one click.
Follow-ups are scheduled, contract deadlines have their reminders, every pending file carries its task. You close the computer knowing that tomorrow, "Your day" will already have put everything back in order.
Choose a CRM that excels at follow-up and reminders, because that's where your files are won or lost. Lea CRM centralizes your Leads, automates your follow-ups and gives you a prioritized list of actions every morning. It's a general-purpose sales CRM: it drives all of your prospecting and client relationships, not the technical management of contracts or transactions, for which you keep your specialized software.
Because your memory and your inbox are no longer enough once you're handling several dozen files in parallel. A CRM guarantees that no follow-up is forgotten, that no contract deadline slips by, and that you always call the hottest prospect first. With Lea, it all fits inside "Your day", with no organizational effort.
Yes. The CSV import brings in your contacts and files, preserving your Pipeline stages and your custom fields. You can also capture new Leads continuously from Gmail, LinkedIn, Malt or WhatsApp with the Lea Capture extension, and connect your forms via the Make and Zapier integrations or webhooks.
Yes. Lea CRM is published by a French company (N.Y.B.K. SAS, Paris) and your data is hosted in Amsterdam, within the European Union. GDPR is built in, not an option, and you stay beyond the reach of the Cloud Act. For a broker handling sensitive personal and financial data, that's a guarantee of sovereignty.
Attach a task with a reminder to each file: renewal date, end of the cooling-off period, bank follow-up. Lea alerts you on the day and surfaces it in "Your day". You can also start an email follow-up sequence ahead of a deadline, which stops automatically as soon as the client replies.
With Lea Meet, included from the entry-level plan, you share a booking link just like with a Calendly. Each booked slot automatically creates the contact, the file and the activity, and you receive a briefing before the meeting. Higher plans add multiple booking pages, white-labeling and routing forms.
Try the CRM for brokers that follows up for you, fills its Pipeline on its own and keeps your data in Europe.
