Type the caller's phone number and LEEN PRO opens their full history: calls, notes, tasks, documents and the next follow-up, all in one place.
Free trial. A card is required to start. You are charged after the trial unless you cancel.
One place for the client, the history and the next step.
Search by phone number, name, email or client ID. The profile opens on the latest calls, open tasks and notes.
Add a task or set the next follow-up date in one step. Overdue work stands out on every list.
Ask a client for a document with a secure link, or give them a login to see what you need and upload files. Files stay private.
New work arrives in one queue. Managers assign it, representatives work it, and nothing is left without an owner.
See calls, follow-ups and activity. Managers see their own team and administrators see the whole firm.
Send texts and make calls from the client profile. We are finishing this feature.
Start your free trial, invite your team and import your clients from a spreadsheet.
Type the caller's number. The history opens at once, so you can help without asking them to repeat it.
Record the call and its outcome, add a note and set the next follow-up. It all stays in the client's history.
Every plan starts with a free trial.
Staff accounts are protected with a code from an authenticator app.
Client files are stored privately and opened only through authorized links.
Important actions are recorded in a log that staff cannot edit.
Each role sees only what it needs, and each firm's data is kept apart from every other firm.
Start your free trial and set up your firm today.
Start free trialFree trial. A card is required to start. You are charged after the trial unless you cancel.
Already have an account? Log in