Stop overpaying for
consultant software.
Track consulting leads, send branded proposals in minutes, log billable hours per engagement, track expenses, and invoice on delivery. Know your margin before you take the next client.
2-minute walkthrough: add a lead, send a quote, log job time, invoice on completion.
Sound familiar?
Client inquiries come in from referrals and LinkedIn. You send a proposal by email, wait, forget to follow up. The engagement you do win — hours are tracked in a spreadsheet and invoiced weeks late.
- ✕Proposals over email with no way to track who opened it
- ✕No idea which prospects are waiting on a quote
- ✕Billable hours scattered across notes and spreadsheets
- ✕Finished an engagement with no idea if it was actually profitable
One place for clients, proposals, projects, and invoices
Add a client. Send a proposal in 2 minutes. Win it. Log hours. Invoice on delivery. Know your profit.
All clients in one list
Referrals, LinkedIn, inbound — one searchable pipeline. Never lose a prospect inquiry to a sticky note.
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.
Engagement tracking
Create an engagement, track deliverables, log progress to completion. See every open project at a glance.
Time tracking per job
Log billable hours per engagement. One click converts time entries into 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, travel, subscriptions — log project expenses. Know your real costs.
Profit per engagement
Revenue minus hours minus expenses = gross profit. Know before you take the next client.
Works on your phone
Add prospects from your phone. Check proposal status anywhere. Invoice on delivery from anywhere.
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 engagement?
Most consultants finish a project and have no idea if it was profitable. Hours, travel, contractor costs — it's all in different places. LeadWiseSystem connects them.
Time per job
Log billable and non-billable hours. See exactly where your project time goes.
Expenses per job
Contractors, travel, subscriptions — everything logged against the engagement it belongs to.
Profitability reports
See which engagements made money and which didn't. Know your margins before you price the next proposal.
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