CRM App

Track Relationships. Drive Follow-Up. Grow Smarter.

What is the CRM app?

Our CRM App is a lightweight, purpose-built tool to help teams track conversations, follow-ups, and relationship health—without the clutter or complexity of traditional CRM platforms. It gives you full visibility into customer and vendor interactions so your team can respond faster and build stronger partnerships.

Key Features:

  • Contact Management: Organize and store essential information for customers, vendors, and internal contacts.

  • Interaction History: Log calls, emails, and meeting notes to maintain a single source of truth.

  • Follow-Up Tracking: Set reminders and due dates for customer tasks, quotes, or open items.

  • Status Indicators: Track progress across pipelines like new leads, active quotes, follow-ups, and more.

  • Searchable Notes & Files: Attach documents, photos, or notes directly to each contact profile.

How It Works

Track Follow-Ups

Set follow-up tasks or next steps tied to each contact with automatic reminders

Close the Loop

Mark actions complete, update records, and keep everyone informed

Add or Import Contacts

Quickly input new customers, vendors, or internal partners—and assign ownership.

Log Touchpoints

Record calls, emails, site visits, or project updates in real time.

View Relationship Health

Use status indicators and activity history to assess where things stand and where to focus.

Why Choose LeanGo?

LeanGo’s CRM App is built for teams who care more about relationships than complicated software. It’s practical, easy to use, and fits seamlessly into your operations—not just your sales team

Here’s why companies choose us:

No bloated tools or unnecessary features

Perfect for sales, customer service, operations, and leadership

Integrated with PowerBI and other LeanGo solutions

Encourages fast, accurate communication

Ready to Strengthen Relationships?

Request a demo to explore how the CRM App can help your team stay connected and responsive. Let’s simplify the way your team tracks and manages interactions.

Make follow-up your competitive edge.