Solutions by profession — Consulting
You sell your time and your reputation, not software licenses. Lea CRM keeps your leads warm, automates follow-ups and turns every point of contact into a meeting — while you stay focused on your engagements.
When you're a consultant or you run a consulting firm, your sales pipeline always comes second to the engagement at hand. The result: leads you met at an event and forgot to follow up with, proposals sent and then lost track of, and quiet spells that arrive without warning. Lea CRM is the CRM for consultants that takes care of the sales side: when you open it, it tells you what to do today — who to call, who to follow up with, which meeting to prepare — instead of leaving you to interpret a dashboard. Lea is a general-purpose CRM focused on sales and client relationships: it doesn't replace your invoicing or engagement-management tool, it handles everything that comes before the signature and the relationship over time.
The sales friction specific to consulting, when prospecting comes second to delivery.
You meet someone interesting at a conference or over lunch, then the engagement takes over again. Three weeks later, the contact has gone cold and the opportunity has cooled with them — for lack of structured follow-up.
Setting up a first conversation with a prospective client takes five emails and two rounds of proposed slots. Every added friction is a chance for the prospect to never reply.
Absorbed in the current engagement, you stop prospecting. When it ends, your pipeline is empty and you have to start from scratch — the classic roller-coaster of independent consulting.
Your leads live in your Gmail inbox, on LinkedIn, in a Malt profile, sometimes on WhatsApp. No overview: impossible to know where each relationship stands or what you'd promised yourself to do.
After a client meeting, you move straight on to the next one. The key points, objections and next steps stay in your head — and fade before they're ever written down somewhere useful.
You handle confidential information about your clients and their projects. Entrusting it to a tool subject to the Cloud Act, without knowing where it's hosted, is a real concern when you advise companies that are demanding about compliance.
Lea CRM
For every point of friction in consulting, a real Lea feature — nothing more, nothing made up.
With "Your day," Lea shows you first thing in the morning the list of what matters today: calls, follow-ups, meetings, proposals to close. No more forgotten leads: what needs to be done surfaces on its own, ranked by priority.
Lea Meet (a Calendly equivalent, included from the entry-level plan) replaces the back-and-forth with a booking link. The prospect picks their slot, and every booking automatically creates the contact, the deal and the activity — with a briefing before the meeting.
Automatic follow-up sequences keep the relationship alive on your behalf, from your Gmail or Outlook inbox, and stop the instant the prospect replies or books a meeting. No more quiet spells: your pipeline keeps turning while you're on engagements.
Lea Capture, the Chrome extension, turns an email, a LinkedIn profile, a Malt listing or a WhatsApp conversation into a Contact + Deal in one click. Your whole network lands in one place, no copy-pasting.
With the Plaud integration, the transcript of your meetings arrives directly in Lea, attached to the right deal. The key points and next steps are kept — even when you move straight on to the next meeting.
Lea is built in France (N.Y.B.K. SAS, Paris) and hosts your data in Amsterdam, within the EU. GDPR-native, beyond the reach of the Cloud Act: a mark of seriousness when you advise clients who care about confidentiality.
Day to day
"Your day" shows you the prioritized list: call the prospect you met yesterday, follow up on the proposal sent last week, prepare the 2pm meeting thanks to the automatic briefing. You know immediately where to start.
A prospect messages you on LinkedIn. With one click in Lea Capture, their profile becomes a Contact and a Deal in your pipeline. You send them your Lea Meet link: they'll book their own slot, no endless exchange.
The meeting created its contact, its deal and its activity automatically. The Plaud transcript flows into the record, and you log the next step as a task attached to the deal, with a reminder.
The follow-up sequences keep working for you, even mid-engagement. They'll stop on their own the moment a prospect replies or books — your pipeline no longer empties while you deliver.
A consultant needs a lightweight CRM that prospects on their behalf without becoming an over-engineered mess. Lea CRM opens onto a prioritized list of today's actions rather than a dashboard to decipher, includes scheduling and automatic follow-ups from the entry-level plan, and captures your LinkedIn or Malt contacts without re-typing. It's a complete sales CRM, built for an already-full calendar.
As long as you have only one or two leads, email is enough. As soon as opportunities multiply, they slip through the cracks: you forget to follow up, you lose track of where each relationship stands. A CRM like Lea centralizes your deals, reminds you what to do each day and follows up automatically — which is exactly what prevents the quiet spells between engagements.
No, and that's by design: Lea is a general-purpose CRM focused on sales, prospecting and client relationships. It handles the entire sales side — pipeline, leads, meetings, follow-ups, deal tracking — but doesn't replace your invoicing, engagement-management or time-tracking tool. It takes care of everything that comes before the signature and of the relationship over time.
Lea Meet, the built-in scheduling (a Calendly equivalent), is included from the entry-level plan. You share a link, the prospect picks their slot, and every booking automatically creates the contact, the deal and the activity, with a briefing before the conversation. Higher plans add multiple pages, white-labeling and routing forms.
Yes. You import your contacts and deals via CSV import: your custom fields and pipeline stages are preserved. The Lea Capture extension also lets you add a contact on the fly from an email, LinkedIn, Malt or WhatsApp, without any re-typing.
Your data is hosted in Amsterdam, within the European Union, by a French vendor (N.Y.B.K. SAS, Paris). Lea is GDPR-native and beyond the reach of the Cloud Act. For a consultant who handles confidential information and advises clients that are demanding about compliance, that's a guarantee of seriousness.
Try Lea CRM and let your follow-ups and meetings run without you. See the Pricing page.
