🪶 Lightweight CRM

Simple enough to use. Powerful enough to close.

Lead pipeline, follow-up reminders, quotes, and invoices. Start in 5 minutes. No training required.

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✓ 14-day free trial ✓ No credit card ✓ Running in 5 minutes
LeadWiseSystem demo video thumbnail
One price per plan
A 5-person team pays $290/yr flat. Competitors charge that per seat.
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256-bit encryption. Your payment info is never stored on our servers.
Set up in minutes
No training, no consultant. Add a lead, set a reminder, done.

Sound familiar?

You signed up for a CRM. It has dashboards, automations, integrations, custom fields, workflows, and 47 tabs. You use 3 of them. Your team gave up after a week.

  • CRM training takes longer than the actual selling
  • Paying for features you'll never configure
  • Team reverts to spreadsheets because the CRM is too complex
📅

Job scheduling

Create jobs, assign to your team member, and track every job to completion.

Time tracking

Log billable hours per job. One click converts time entries to an invoice line item.

📄

Expense tracking

Track materials and costs per job for accurate profitability on every project.

LeadWiseSystem does 6 things. That's the whole list.

We cut the features small teams never touch.

📋

Lead tracking

One list. Search, filter, sort. Add notes after every conversation.

📊

Pipeline view

New → Contacted → Quoted → Won. See where every deal stands.

💰

Quotes

Send professional quotes with line items. Track when they're viewed.

📄

Invoicing

Convert quotes to invoices in one click. Track payment status.

🔔

Follow-up reminders

Daily email digest of leads that need attention today.

👥

Team visibility

Assign leads to reps. See who's working what. No overlap.

Start Your Free Trial

Set up in 5 minutes. No training needed.

How it works

1

Sign up in 2 minutes

No onboarding call. No training video. Add your first lead immediately.

2

Use the 6 features you need

Leads, quotes, invoices, follow-ups, pipeline, reports. That is it.

3

Pay $290/year, not $2,000

Flat rate for 5 users. No per-seat pricing.

Per-org pricing. Not per-seat.

Add team members without your bill changing.

Solo

1 user · 100 leads

$99.99 /year

or $9.99/month

  • All 6 features included
  • Unlimited quotes + invoices
  • Daily follow-up reminders
  • Communication log
Start Free Trial

Pro

Up to 25 users + leads

$790 /year

or $79/month

  • Everything in Starter
  • Automated outreach
  • Lead scoring
  • Priority support
Start Free Trial

One flat price per plan. Cancel anytime.

✓ All plans include lead tracking, quotes, invoices, and reminders. Pick the plan that fits your team size.

Why less is more

Every feature you don't need is a feature that gets in the way. Complex CRMs fail because teams stop using them. Simple tools get used every day.

No onboarding required

If you can use a contact list on your phone, you can use this. Add a lead. Set a follow-up date. Send a quote. Done.

Start Your Free Trial

Set up in 5 minutes. No training required.