Quotes sent, never followed up
You price the job, you send it, then the next project starts and you forget to follow up. The client signs elsewhere for want of a simple reminder at the right time.
Solutions by trade · Construction
Job sites, tenders, quote requests piling up: Lea CRM organizes your leads, reminds you of every follow-up and tells you every morning who to call back first. You stay on site, not in front of a spreadsheet.
In construction, deals are won on the phone and lost in an inbox. A quote sent and never followed up, a client called back three days too late, a project that goes to a more responsive competitor: those are margins evaporating. Lea CRM is the sales-tracking software that centralizes your quote requests, your contacts and your ongoing projects, then guides you day to day. Lea CRM is not job-site management or accounting software: it is the CRM that strengthens your entire sales side (prospecting, quoting, follow-up, appointment booking) and handles your everyday invoicing, so no opportunity ever slips through the cracks. French vendor, data hosted in Europe, a simple interface: from the sole tradesperson to the construction company with several salespeople.
The real day-to-day leaks in construction.
You price the job, you send it, then the next project starts and you forget to follow up. The client signs elsewhere for want of a simple reminder at the right time.
A missed call on site, an email buried in your inbox, a website form never called back. Every ignored quote request is a client heading straight to the competitor next door.
Numbers in your phone, emails in your inbox, notes in a notebook, quotes in a corner of your PC. Impossible to know where each lead stands.
In the morning, you no longer know where to start. Urgent follow-ups get lost among lukewarm leads and jobs already signed.
Booking a technical visit over the phone, juggling your time slots, jotting down the address on the fly: between two job sites, a poorly booked appointment is a wasted trip.
As soon as two or three of you are selling, nobody knows anymore who called back which client, or where the ongoing deals stand.
Lea CRM
For every leak, a concrete answer.
On the Pro and Business plans, set up email follow-up sequences after each quote. Lea sends the reminders from your Gmail or Outlook and stops instantly as soon as the client replies or books an appointment.
"Your day" shows the prioritized list of what to do today: calls, follow-ups, appointments, quotes to close. A clear to-do list rather than a dashboard to decipher.
On the Pro and Business plans, the prioritized call queue tells you who to call back first. Click-to-call to your phone, and the "call outcome" drawer qualifies the conversation in one click so you can move to the next.
With Lea Meet, send a link: the client picks their slot. Every booking automatically creates the contact, the deal and the activity, with a briefing before your visit.
Lea Capture turns an email, a LinkedIn profile or a WhatsApp conversation into a Contact + Deal in one click. No more copying details by hand.
Multiple pipelines, customizable stages (Contact, Site survey, Quote sent, Signed…) and unlimited custom fields to match how you work. CSV import of your existing contacts.
Day to day
You open "Your day" on your phone: it lists the three quotes to follow up and the two clients to call back. You call the first with click-to-call and qualify the outcome in one click.
A lead messages you on WhatsApp or sends you an email. Lea Capture turns it into a Contact + Deal with no re-typing. You send them your Lea Meet link to book the site-survey visit.
You send the quote from Gmail or Outlook and, on the Pro and Business plans, enroll the client in a follow-up sequence. Lea will follow up automatically and stop as soon as they reply or sign.
Every call, every appointment, every quote is tied to the right deal. You see the state of your pipeline at a glance, and so does the team.
A simple, mobile CRM focused on follow-up: in construction, the challenge isn't the data but tracking quotes and calls. Lea CRM tells you every morning who to call back and, on the Pro and Business plans, follows up on your quotes automatically, without you having to think about software. It works on the web and as an Android app, so from the job site too.
Because memory and your inbox no longer cut it once you have more than ten quotes in progress. A CRM keeps track of every request, follows up for you and stops you losing a job for want of a forgotten reminder. Even on your own, you gain time and sign more deals.
For job sites, no; for everyday invoicing, yes. Lea CRM manages your sales side: prospecting, quote requests, follow-ups, appointments and deal tracking. On every plan, your quote is signed online and "Invoice this quote" turns it into a Factur-X invoice, with credit notes. Lea is not accounting software or a site-scheduling tool, though, and it does not transmit invoices to an approved e-invoicing platform.
Yes. CSV import brings in your contacts and deals, keeping your custom fields and stages. So you start from your current database, without starting from scratch or re-entering everything by hand.
In Amsterdam, in the European Union, on servers operated by Railway Corp., an American company. Lea CRM is developed in France (N.Y.B.K. SAS, Paris) and GDPR is built in as standard.
You send them a Lea Meet link and they pick an available slot themselves, just like with Calendly. Every booking automatically creates the contact, the deal and the activity, with a briefing before the visit. Appointment booking is free and included on every plan.
Try Lea CRM and see who to call back first thing tomorrow. Discover the Pricing page.