From lead to opportunity
Keep the company, contact, next action, deal value, stage and expected close date connected.
CRM SOFTWARE
CRM software that does not stop at the CRM.
Leadsaro keeps customer records close to the work that follows: outreach, opportunities, quotes, cases, calls, team communication and daily execution.
No credit card required for the free-trial flow.
Why this workflow matters
Keep a company record with the main contact and the second decision-maker. Give each conversation a next action so a promising enquiry does not depend on someone remembering to follow up.
Customer context stays visible
Calls, emails, cases and follow-ups stay close to the CRM record instead of disappearing into other tools.
One workspace after the sale
Move from prospect to client without losing the history that created the relationship.
What you can do in Leadsaro
✓Lead and client records
✓Company grouping with multiple contacts
✓Follow-ups and priorities
✓Opportunities and weighted pipeline
✓Quotes and PDF proposals
✓Cases connected to customer records
A prospect has two decision-makers
Keep a company record with the main contact and the second decision-maker. Give each conversation a next action so a promising enquiry does not depend on someone remembering to follow up.
- Add both people under the company and check the primary contact.
- Record the conversation and schedule the next follow-up.
- Create an opportunity when the enquiry becomes a qualified deal.
What to check in your trial
Track the share of active prospects with a dated next action.
Illustrative workflow, not a customer result. Feature availability depends on your plan.
Connected to the rest of the workspace
This workflow does not sit on its own. Leadsaro is designed so CRM, customer service, Team Chat, Knowledge, Dayflow and workforce visibility can remain part of the same operating context.
CRMOpportunitiesCasesTeam ChatKnowledgeDayflow
Frequently asked questions
Is Leadsaro only a CRM?
No. CRM is one part of Leadsaro. The same workspace also includes customer cases, team communication, Dayflow, workforce visibility and company knowledge.
Can a company have several contacts?
Yes. Contacts are grouped by company, while each person can still have an individual contact card.
Can a won opportunity become a client?
Yes. A won opportunity can be converted into a client workflow without forcing the team to recreate the customer from scratch.
One workspace. Less switching.
See how Leadsaro connects customer work, team communication and daily operations for your company.