Lead Engine › Features › Client CRM
Lead Engine · Client CRM Client CRMEvery lead and client in one place.
Lead Engine keeps every enquiry, client, email, text, note and meeting on the person they belong to — so you always know who to call next.
Start freeLessons free for good · CRM free for 14 days · then $49 + GST a month
What you getClient CRM, done simply.
- Every lead and client with their stage, notes and next step
- A people board: drag a card to change their stage
- A page for each person with their whole history
- Import and export your list with a CSV
- Your team, each with their own login
- Pass leads to partners and see what came of them
All in one loginWorks with the rest.
Client CRM is one part of Lead Engine. Everything lands on the same person, in the same CRM, so nothing is copied between apps.
Made forService businesses.
Built for firms that sell their time and expertise to local clients.
AccountantBookkeeperBrokerConveyancerLawyerPlannerElectricianPlumberBuilderPainterPlastererWaterprooferTilerCarpenterTree lopperLawn careLandscaperPool carePest controlFencerCleanerCarpet cleanerWindow cleanerRemovalistHandymanProperty managerPhysioPersonal trainerMassageChiroDietitianYoga & PilatesChefCatererPhotographerFloristEvent plannerDJHairdresserBarberBeauty therapistNail techMakeup artistBrows & lashes
The priceNo surprises.
The six lessons are always free. Your CRM is free for 14 days, then $49 + GST a month. You also pay for the emails and texts you send, with tokens you buy when you need them.
$49+ GST a month
- The six lessonsFree, always
- Your CRM, first 14 daysFree
- Keo Call video meetingsIncluded
- Setup or onboarding feeNone
- Extra users and contactsNo extra charge
- CancelAny time
Start todaySet it up in fifteen minutes.
Lesson 1 opens the moment you sign up. Each lesson sets up one tool you keep.
Start freeLessons free for good · CRM free for 14 days · then $49 + GST a month