LeUpManager
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Features

A personal sales management system: CRM, sales, money, priorities and communication, on your devices.

Manage

  • ✓Command Center
  • ✓BizPilot - My Day
  • ✓Dashboard
  • ✓Business Health
  • ✓Money Map
  • ✓Goals and Goal-to-Action
  • ✓Weighted forecasts
  • ✓End-of-day and weekly reports

Sell

  • ✓Customers, prospects and leads with a 360° record
  • ✓Cold / warm / hot / very hot scoring
  • ✓Customizable drag-and-drop pipeline
  • ✓Lost deal analysis
  • ✓Catalog, proposals, quotes, contracts, invoices
  • ✓Deposits, payments, balances, unpaid invoices

Act

  • ✓Day / week / month calendar and reminders
  • ✓Tasks and follow-ups
  • ✓Field 30 seconds
  • ✓Smart Capture and Zero Typing mode
  • ✓Recovery Engine and recovery plan
  • ✓Relationship Radar
  • ✓Decision Journal

Communicate

  • ✓WhatsApp with prefilled number and message
  • ✓Email from the record, with templates
  • ✓Offline queue
  • ✓.ics export to your calendar
  • ✓Share quotes and invoices as PDF

Protect

  • ✓Works without Internet
  • ✓3-device sync through an encrypted personal cloud
  • ✓Encrypted backup and restore
  • ✓PIN code and audit log
  • ✓Sealed local database on desktop

Grow

  • ✓4 languages: French, English, Spanish, Chinese
  • ✓CSV import, CSV and full exports
  • ✓Migration to LeUpManager Enterprise
  • ✓Optional AI, never required