Stop overpaying for
agency software.
Track new business leads, send proposals in minutes, log hours per client, track project expenses, and invoice on delivery. Know your margin per client before you take on the next one.
2-minute walkthrough: add a lead, send a quote, log job time, invoice on completion.
Sound familiar?
New business leads come in from referrals and cold outreach. Proposals go out by email. Half never get a follow-up. You win the ones you remembered. Client work gets invoiced late and you have no idea which accounts are profitable.
- ✕New business leads falling through the cracks
- ✕Proposals over email with no follow-up tracking
- ✕Hours logged across team members with no central view
- ✕No idea which clients are profitable vs money-losers
One place for new business, proposals, projects, and invoices
Add a lead. Send a proposal. Win the client. Log hours. Invoice monthly. Know your margin.
All leads in one list
Referrals, cold outreach, inbound — one searchable pipeline. Never lose a new business lead.
Send quotes in 2 minutes
Branded quotes with line items, labor, materials. Email or text to the customer. Track when they open it.
Quote → invoice in one click
Won the job? One click converts your quote to an invoice. Same line items, no retyping.
Project and retainer tracking
Create projects or retainers, assign them, track progress to completion. See all active client work.
Time tracking per job
Log billable hours per client or project. One click converts time to an invoice line item.
Follow-up reminders
Daily email: "These prospects need a follow-up today." Never lose a client to forgetfulness again.
Expense tracking
Contractors, tools, ad spend, travel — log expenses against the client they belong to.
Profit per client
Revenue minus hours minus expenses = gross profit per account. Know before you pitch the next client.
Works on your phone
Add leads from anywhere. Check proposal status on your phone. Invoice clients on delivery.
How it works
Add your leads
Type in a name and phone number. Or import from CSV. Takes 30 seconds. Everything in one list.
Send a quote
Branded quote with your line items. Send via email or text. Track when the customer opens it.
Win it. Invoice it.
One click turns a won quote into an invoice. Log time and expenses. Know your profit.
Did you actually make money on that client?
Most agencies finish a project and have no idea which clients are profitable. Hours, expenses, contractor costs — scattered across different tools. LeadWiseSystem connects them.
Time per job
Log billable and non-billable hours per client. See where your team's time actually goes.
Expenses per job
Contractors, tools, ad spend — everything logged against the client it belongs to.
Profitability reports
See which clients made money and which didn't. Know your margins before you take on the next one.
Simple pricing. No per-tech fees.
All plans include leads, quotes, invoices, job tracking, time & expense tracking, and follow-up reminders.
Solo
1 user · 100 leads
or $9.99/month
- Lead tracking + pipeline
- Quotes + invoicing
- Daily follow-up reminders
- Job scheduling + time tracking
Starter
5 users · 1,000 leads
or $29/month
- Everything in Solo
- Assign jobs to crew members
- Expense tracking per job
- Profitability reports
- Customer hub
Pro
Up to 25 users
or $79/month
- Everything in Starter
- Up to 25 team members
- Unlimited leads
- Priority support
One flat price per plan. Cancel anytime.
Stop losing jobs to whoever calls back first.
14-day free trial. No credit card. Set up in 5 minutes.
Start Free Trial →LeadWiseSystem · Contractor Software · $290/yr for 5 users