Lead2Legacy CRM: Automate, Optimize, and Grow Your Business

Streamline your sales, marketing, and customer engagement with one powerful CRM designed to save you time and maximize results.

All-in-One Dashboard

Automated Customer Journeys

Smart Review Automation

Unlock the Full Potential of Your Business

CUSTOMER RELATIONSHIP MANAGEMENT (CRM)

Organize your customer information without any hassle.


Simplifying customer relationship management (CRM) is our expertise. Our CRM platform eliminates the need for sorting through messages, emails, and notes, putting an end to the complexity once and for all.

Save Valuable Time

  • Automatically import client information, eliminating the need to shuffle through paperwork.

  • Create customized client views based on your priorities.

  • Effortlessly find, filter, tag, and track contacts, projects, and payments in one place.

ENGAGE NEW CUSTOMERS

Outstanding businesses not only establish customer relationships but also nurture and foster them.

KEEP CLIENTS HAPPY

  • Centralize all customer interactions for easy viewing.

  • Respond promptly to clients by having all communications in a single view.

  • Establish a customer portal enabling effortless payments, appointment bookings, and file sharing.

Business Messaging Software

Communicate the way customers prefer.

Establish connections with leads and clients through various channels, including texting, live chat, bulk messaging, emails, and Facebook & Instagram messages.

Payment Software

Make payments part of the conversation.

Make payments part of the conversation.

Unlock the potential for small businesses with our payment options, fostering increased reviews, generating higher quality leads, and centralizing customer data for improved marketing and communication strategies.

Payment Software

Make payments part of the conversation.

Unlock the potential for small businesses with our payment options, fostering increased reviews, generating higher quality leads, and centralizing customer data for improved marketing and communication strategies.

Ready To Grow?

Expand and elevate your business using a comprehensive lead management platform.

Every business is unique, and so are our solutions. We tailor every website and CRM setup to meet the specific needs of your industry, ensuring you get the best results.

Contact Us

Mon-Fri: 7AM-7PM

(775) 317-9707

© 2024 Lead 2 Legacy - All Rights Reserved.