CRM & PROSPECTS
New business, tracked
in the same workspace.
A focused practice CRM: prospects, ownership, services of interest, notes and proposals — and a clean conversion into a full client record when the engagement is won.
Prospect pipeline · sample data
New enquiry
5
Qualified
3
Proposal sent
2
Won
1
Fictional demonstration data from a sample practice workspace.
CAPABILITIES
What the practice CRM covers
Prospect pipeline
Track enquiries through defined stages so nothing sits unattended.
Ownership
Every prospect has a responsible person in the practice.
Lead and source detail
Where the enquiry came from and which services it concerns.
Notes and activity
Conversations and next steps recorded against the prospect.
Proposals
Prepare and track proposals attached to the prospect record.
Conversion
Convert a won prospect into a client record with its services intact.
SCOPE
A practice CRM, deliberately
Built around practice services
Pipeline stages and fields reflect how accounting engagements are actually won.
One workspace, no re-keying
Won prospects become client records without re-entering details elsewhere.
Not a general sales platform
LEDGEIN CRM is focused on practice new business. It is not positioned as a Salesforce replacement.
Visible to the people who need it
Access follows the same role-based permissions as the rest of the workspace.
CONNECTED
From prospect to running client
- Client 360The converted client record with services, work and history.Explore
- WorkflowsOnboarding runs as a defined workflow once the client is created.Explore
- InvoicesInvoice context for the client once the engagement is live.Explore
- ReportsPipeline and conversion reporting alongside operational reports.Explore
Win the work, then run it in the same place.
See how prospects, proposals and client onboarding connect in LEDGEIN.
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