ClientsOpportunities, quotes, product catalogue
ProjectsPlanning, tasks, sign-off
ServiceHelpdesk, tickets, retainers, assets
TeamPeople, absence, time
MoneyInvoices, e-invoicing, insights
AgentsLeadtime Agent, your own agents, automation
Product · Clients
Know where every client stands.
Contacts, meeting notes, opportunities and quotes in one system, with no asking around. A won deal turns straight into the project.
See the Clients area in the real app.
Three minutes, from the company directory to the express quote. Jump straight to the part you care about.
Video transcript
Organisations
This is the Clients area in Leadtime. It holds every company you deal with: clients, prospects, partners and suppliers.
The client page
Take Rheintal Logistik, a large client. Its page keeps the address and contact details in one place. Next to them are the contacts and every project you run for Rheintal: rolling out a test system, two servers and an ongoing support contract.
Sales opportunities
New business runs through the sales opportunities. Each column is a stage, from first contact through follow-up to the quote. Each card shows who is in charge, and below that, the latest note.
Contacts and journal
Open an opportunity and you see the people on the client side. Their role, their influence, how they feel about the project and what kind of person they are. In the journal the team records every conversation, with the mood and a reminder for when to follow up. On the right are the stage and who owns the deal. An opportunity is already a project. Once it is won, the team carries on in the same project, without typing anything in again.
Quotes
Under Estimates you find the quotes for every client, each with its status. At the top are the totals, split into fixed prices, subscriptions and per-unit prices. The quote for Rheintal has been signed. It is built from components: each one lists its work steps with hours, and the hourly rate gives the price. You also set the contact person, the language and the format, as a letter or a document, and how far the items are broken down.
Product catalog
What you sell regularly lives in the product catalog: hardware, licences, services and subscriptions, with a fixed price, a monthly price or a per-unit price, plus variants and options.
Express quote
And when it has to be quick: Miriam Lehner at Rheintal writes that a server needs replacing. Her request is a task in the support project. The team attaches the right product from the catalog, with its variant and options, and estimates the effort. That becomes an express quote, right on the request: working time, server and options, with the total. It can be accepted or declined right there. That is how client, opportunity, quote and project fit together. Whatever was agreed is waiting in the invoice review later, and nobody has to type it up.
So who actually spoke to the client last?
What you know about a client lives in three heads and two inboxes. And the person who knows most is on holiday.
The opportunity becomes the project. In our model, the handover takes half an hour instead of three.
What sales discussed with the client is already in the project. Nobody retypes, nobody chases. An agent also enriches new organisations and copies meeting notes into the journal.
Handover from sales to the project, per job
Factor6
Model calculation based on our assumptions, not a promise of results.Work it out for your company
Anyone can look up what was said at the last meeting.
Notes, contacts and agreements sit with the client, not in someone’s inbox. Whoever takes over can read up rather than ask around.
- Every contact with their roleWho decides, who buys, who looks after the technical side.
- Every meeting in the journalMeeting, call or email, with the date and who was there. Plus a note on what was said.
- New entryWrite it yourself, or let the agent create it from your notes.
Which opportunity is moving, which is stuck?
Every opportunity moves through your stages, with value and probability. If one stalls, you see it straight away. And once it’s won, it becomes the project, with all contacts and agreements.
Whatever sales promises,
the project team already knows.
From the first conversation to a ready-made project. In one system.
Most CRMs stop once the client is won. In Leadtime it is one continuous record: every step adds to it, nothing gets retyped, and a lot happens automatically, from the quote to the project to the invoice.
Won. What next?
The opportunity becomes the project. Contacts, items and budget are already there, and the first invoice builds on them. Nobody types anything in twice.
Which version did the client actually get?
In Leadtime every quote has versions and a status. You see what was sent, when and to whom. Fixed prices, hours and custom items sit in one document, in your company’s layout. And when it has to be quick, write an express quote straight from the client’s enquiry.
Attached is the corrected version again. Please ignore yesterday’s.
The workshop costs the same, whoever quotes it.
Services and products sit in the catalogue with variants, extras and prices, one-off or subscription. You add them to a quote with one click, and the price is right. Invoices use the same prices too.
A page of notes comes out of the meeting. The agent puts it all into Leadtime.
Until now that meant an evening of creating contacts, logging the meeting in the journal, opening the opportunity and starting the quote. Now the agent gets the notes, typed, dictated or as a photo of the pad. You check what it entered.
Which deal is going cold? What happened at the last meeting? Ask Leadtime. Press ⌘K, or Ctrl+K on Windows, and ask Leadtime what you want to know. The answer comes from your opportunities, meetings and quotes and only shows what you are allowed to see anyway.
From the meeting
The agent
Log the Brandt & Söhne meeting and prepare the quote.
- Read6 items, 1 new contact
- ContactMs Kessler added, role: purchasing
- JournalMeeting entered with a summary
- OpportunityDealer portal, stage: quote, 40%
- TasksWorkshop, references, quote by 28 March
- QuoteDraft from a similar project
- Youcheck the entries and send the quote
In Leadtime
The agent can only do what its role allows. You can read up on every change it makes. You start it from the chat in Leadtime, or from Claude, Codex and Cursor.
Everything for clients and sales at a glance.
Each feature comes with a sentence on what it does for you.
Organisations and contacts
Every client with its contacts and their roles, plus its projects and quotes on the same page.
Journal
Meetings, calls and emails, with the date, who was there and what it was about. Whoever takes over can read up.
Address book on your phone
Your contacts appear in your phone's address book via CardDAV, so you can see who's calling.
Custom fields
Record whatever matters to your business, such as the industry or a contract number.
Letters
Write letters to clients in Leadtime, and they stay filed with the client.
Objects
The client's devices, servers or licences, linked to the client, the project and the ticket.
Opportunities as a list or kanban board
Each opportunity sits in its stage, and the board shows whether it's moving.
Weighted pipeline
Each opportunity has a value and a probability. Together they show how much revenue you can expect.
The deal becomes the project
Once it's won, the same opportunity carries on as a project, with its contacts and items. Nothing needs re-entering.
Follow-ups as tasks
Set up the next call as a task with a due date, so no deal goes cold.
Agent for meeting notes
From your notes, an agent enters the contact, the journal entry, the opportunity and the next tasks. You check them.
Versions and status
Every quote has versions and a status, so you can see which one the client has.
Fixed price, hours, custom items
Fixed prices, hours and custom items in the same quote.
Express quotes
When it has to be quick, write a fixed-price quote straight from the request. Your client accepts it in the client portal.
Document templates
Quotes go out with your logo and your standard wording, in German or English.
Specification from the quote
One click turns the quote into the specification. Both come from the same project.
Services and products
Workshops, concepts, maintenance: everything you sell, with its price, in one place.
Variants and extras
One service in several sizes, such as Maintenance S and M, plus extras that can be added.
One-off or subscription
A workshop is billed once, maintenance every month, quarter or year.
Straight into quotes and invoices
Items go into the quote with their price and later onto the invoice. Catalogue subscriptions are added to the project automatically.
Let us show you with one
of your own clients.
Think of the client where nobody remembers who rang last. In 30 minutes we’ll show you what they’d look like in Leadtime.