CRM software to keep all your client info in one spot
LEDGRR's CRM keeps every contact, note, file and job detail together—and plugs right into your LEDGRR projects, deals, contracts and invoices.
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CRM
Client Management
One home for every client relationship.
Unified client management
Store every lead, client and vendor—then organise them with color-coded tags, custom fields and quick filters.
Sales Pipeline
Visualize your sales process from lead to close with customizable pipeline stages.
Automations
Create custom automated workflows that trigger actions like sending welcome messages, document reminders, and more.
Documents
Send contracts, proposals, invoices, and agreements pre-filled with the client's data and without switching to separate tools or platforms.
Client portal
Give clients secure access to their projects, invoices, agreements, and communications through a branded portal experience.
Integrated projects
Seamlessly link CRM contacts to active projects, allowing you to track client work progress without switching between platforms.
Manage every client relationship in one organized place.
Complete client visibility
See everything about your clients in one place—from initial contact through ongoing projects, with full communication history and financial records at your fingertips.
From pipeline to project delivery
When you close a deal in LEDGRR CRM, client details automatically flow into project management, contracts, and invoicing without any duplicate data entry.
Close more opportunities with integrated proposals
Turn CRM prospects into paying clients faster by creating and sending professional proposals directly from contact records. Track proposal views, comments, and approvals all within the same platform.
Strengthen relations with a Client Portal
Give your clients 24/7 access to their project status, invoices, and important documents through a customized portal that reinforces your brand.
Automate your client workflows
Set up triggers to send forms, contracts and follow-up emails automatically, so projects keep moving even when you're away.
Get data-driven insights about your portfolio
Understand which clients drive the most value for your business with integrated reporting that combines CRM data with project profitability and payment history. Focus your efforts on the relationships that matter most.
Mary, Graphic Designer
When I onboard a client, there are a lot of details I need to keep track of from contact details to the project rate. All those details can be found in the client profile in LEDGRR.
10,000+
Services firms trust LEDGRR
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Keep exploring LEDGRR's features
Time tracking
Keep track of the hours you work every day, on every project and on every device. Add notes and mark the task completed with each new entry.
Task management
Use simple task lists and create task templates on your projects to see what needs to be done. Set due dates and get email reminders.
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Streamline your business and consolidate your projects, clients and team into one integrated, easy-to-use platform.