Every client, conversation and follow-up in one calm place. On your phone between meetings, at your desk when it counts.
Leads and referrals move stage by stage, with the assets each could bring and a place for new money from clients you already serve.
Say “call them in two weeks” once. LedgR remembers, and lets you know when a client has gone quiet.
Email and texts from your cell and Google Voice sit under the client they belong to, kept exactly as sent.
Separate roles for you and your assistant, an activity log nobody can edit, and a full export of your firm’s records whenever you need one.