Everything's in your head (or a spreadsheet)
Leads, quotes sent, follow-ups due: it all lives in an Excel file, emails and sticky notes. One case falls through the cracks and you only notice when it's too late.
Solutions by profession · Freelancers & independent professionals
The CRM for freelancers that tells you what to do today.
You're on your own: prospecting, quotes, follow-ups, clients to retain. Lea CRM organizes it all, and every morning "Your Day" tells you what truly matters. A list of actions rather than a dashboard to decode: your day, ready to go.
A CRM for freelancers, without the bloat
When you're independent, you're the salesperson, the account manager and the operations lead all at once, with no one to catch what slips through. A lead you don't follow up on is a project lost. A quote left hanging is revenue gone. Lea CRM is the CRM for freelancers built for exactly that: centralizing your contacts and opportunities, showing you what to prioritize each day and, on the Pro and Business plans, automating follow-ups. Lea remains a general-purpose CRM focused on sales and client relationships: it runs the entire commercial side of your business, everyday invoicing included, but it is not project management or accounting software.
What's costing you projects
The real struggles when you prospect and deliver all on your own.
The follow-ups that never happen
You send a quote, the client says "I'll get back to you"… and you forget to follow up. Most projects are won on the 2nd or 3rd follow-up, not the 1st.
The re-entry that wears you down
A LinkedIn contact, a Malt conversation, an incoming email, a WhatsApp message: every time, you have to retype the name, the email, the context. That's all unbilled time.
The back-and-forth to book a meeting
"Are you free Tuesday?" "No, Thursday instead?" Three exchanges just for a scoping call, when you should already be doing the work.
No visibility into your business
How many proposals are in progress? Which ones will close this month? Without a clear pipeline, you're flying blind and lurching from one slow spell to the next.
The prospecting that drags on
Finding the right leads to call back, knowing who hasn't replied, qualifying quickly after a call: with no method, prospecting becomes the chore you keep putting off.
Lea CRM
How Lea CRM helps you win
For every struggle, a concrete answer, and only features that genuinely exist.
"Your Day" opens the right case
"Your Day" lists what to do today: calls, follow-ups, meetings, deals to close. You no longer look for what to do: you just do it.
Follow-ups that stop on their own
On the Pro and Business plans, set up an email follow-up sequence (Gmail or Outlook): it sends automatically and stops the instant the lead replies or books a meeting. Open tracking comes with the Starter plan.
A contact captured in one click
Lea Capture, the browser extension, turns an email, a LinkedIn profile, a Malt conversation or a WhatsApp conversation into a Contact + Deal, with zero re-entry.
Your meetings get booked without you
With Lea Schedule, share a booking link (like Calendly, free and included on every plan). Every booking creates the contact, the deal and the activity, with a briefing before the call.
A clear pipeline of your opportunities
Multiple pipelines, customizable stages, unlimited custom fields: you see at a glance what's in progress, what's about to close, and where to follow up.
Focused, fast prospecting
Click-to-call to your softphone and a "call outcome" drawer to qualify in an instant after every conversation, plus the prioritized call queue and Aircall/Ringover integrations on the Pro and Business plans.
Day to day
A typical day with Lea
- 1
9 a.m.: You open "Your Day"
Lea lays out your priorities: call that hot lead, follow up on last week's quote, prep the 2 p.m. meeting. You get started without having to think about what order to do things in.
- 2
11 a.m.: You prospect with no re-entry
An interesting Malt conversation, a LinkedIn message: Lea Capture turns them into a Contact + Deal. On the Pro and Business plans, you launch a follow-up sequence that will stop as soon as they reply.
- 3
2 p.m.: You take the meeting, fully briefed
The lead booked via your Lea Schedule link: the contact, the deal and the activity are already created. You arrive at the call with a briefing in front of you, without trading three emails to find a slot.
- 4
6 p.m.: You review in 2 minutes
You qualify your calls through the "call outcome" drawer, update your deals, and let Lea schedule the next follow-ups. Nothing slips through the cracks.
Frequently asked questions
Which CRM should you choose as a freelancer or independent professional?
Choose a CRM that's simple, quick to learn and built for solo use: centralized contacts, quote and proposal tracking, automated follow-ups and meeting booking. Lea CRM brings all of that together in a single interface, with no unnecessary modules (automated follow-ups come with the Pro and Business plans). You can try it freely before committing (see the Pricing page).
Why use a CRM when you work alone?
Because when you're alone, no one catches your oversights. A CRM ensures no hot lead is left without a follow-up, no quote goes unanswered, and you know every morning where to start. In practical terms, it's revenue that no longer slips away through a simple lack of follow-through.
Can I import my contacts from an Excel spreadsheet or another tool?
Yes. Lea CRM lets you import your contacts and deals from a CSV file, preserving your custom fields and stages. You start with your existing base, without beginning from scratch or retyping everything by hand.
Does Lea CRM handle meeting booking, like Calendly?
Yes, via Lea Schedule, free and included on every plan. You share a booking link and every meeting booked automatically creates the contact, the deal and the activity, with a briefing before the conversation. Booking pages are unlimited on every plan; white-labeling starts with the Starter plan.
Where is my data hosted, and is it GDPR-compliant?
Your data is 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.
Is Lea CRM a complete management software for my freelance business?
No, and that's by design: Lea CRM is a general-purpose CRM focused on sales, prospecting and client relationships. It runs your entire commercial side (finding, tracking and retaining your clients) and your everyday invoicing, with Factur-X invoices from your signed quotes on every plan. It is not project management or accounting software, though, and it does not transmit invoices to an approved e-invoicing platform. It connects to your other tools through the API or webhooks (Pro and Business plans).
Stop losing projects to simple oversights
Try Lea CRM and let "Your Day" guide you starting tomorrow morning.