All-in-one CRM · Built for owner-operators

Stop losing clients.
Start running smarter.

Leobri captures every lead, automates your invoices, and hands each client a polished portal — all from one dashboard. No more juggling five tools that don't talk to each other.

No credit card required · Cancel anytime · Live in minutes

★★★★★ 4.9/5 500+ businesses onboarded 30-day money-back guarantee
Leobri CRM dashboard showing invoices, converted leads, projects in progress, and leads overview
$Invoice paid
+$1,240
3 new leads
just captured
Lead Contacted Proposal Invoiced Paid
The cost of chaos

Is your business bleeding clients?

Missed follow-ups and scattered spreadsheets don't just cost time — they cost deals you already won.

😵 Before Leobri

  • Leads go cold because no one followed up in time
  • Client info scattered across inboxes and spreadsheets
  • Invoices sent late — or forgotten entirely
  • Clients calling to ask "what's the status?"
  • Five different logins for five different tools

✅ With Leobri

  • Every lead captured and tracked automatically
  • One dashboard holds every client, deal, and file
  • Recurring invoices go out — and get paid — on autopilot
  • Clients check their own branded portal, anytime
  • One login. One system. One clear view of the business
Meet Leobri

Your entire business, in one command center

Leobri brings accounting, sales, marketing, and support onto a single platform — so every client, deal, and task lives in one place instead of six.

  • Accounting: bookkeeping, expenses, QuickBooks Online sync
  • Commerce: proposals, invoices, subscriptions, WooCommerce
  • Automation: reminders, approvals, webhooks, AI writer
  • Communication: SMS, WhatsApp, Zoom, email — all synced
Explore the Full Toolbox
Leobri dashboard alternate light theme with invoices, leads overview, and project summary widgets
Features that make you unstoppable

Every feature ties back to one outcome: more clients kept.

Automated lead capture

Web forms, email imports, and Facebook leads flow straight into your pipeline — never miss a new prospect again.

→ Never miss a new prospect
🗂️

Client portal that builds trust

Clients log in to their own branded space to view invoices, upload files, and track project status — no more status-check calls.

→ Look professional, build trust
🔁

Recurring invoices, set and forget

Daily, weekly, or monthly — invoices generate and send themselves, so you get paid faster with zero extra effort.

→ Get paid faster, every time
🎫

Integrated support tickets

Auto-import tickets from email, assign departments, and resolve issues fast with predefined replies and a knowledge base.

→ Delight clients, solve issues fast
📋

Project & task management

Gantt charts, milestones, time tracking, and recurring tasks keep every deliverable — and every biller — on schedule.

→ Stay on top of every detail
🎨

Custom branding, zero code

Style the entire CRM and client portal to your brand — colors, logo, background — with a live theme editor.

→ Make your business memorable
See it in action

Built for the way you actually work

Leads

Never let a lead go cold

Keep every lead in one place and follow their progress at a glance. Auto-import from email and web forms, organize into stages, and drag-and-drop leads forward as they warm up.

  • Auto-import leads from email and web-to-lead forms
  • Drag-and-drop pipeline stages
  • Bulk actions, notes, and one-click proposals
Leads management screen showing lead summary and lead list with stages
Proposals

Win the deal before the call ends

Build polished proposals with images, tables, line items, and embedded video using a powerful editor — then get notified the moment a client accepts.

  • Auto thank-you email on acceptance
  • Overdue reminders before deadlines slip
  • Comment threads for live negotiation
Proposal editor screen showing web design proposal with accept and decline actions
Support

Resolve issues before they become churn

A full support desk built in — auto-open tickets from email, insert knowledge base links, and reply faster with predefined responses.

  • Auto-import via email forwarder / IMAP
  • Department routing and staff notes
  • Priorities, statuses, and attachments
Support ticketing screen showing ticket summary and ticket list
Payments

Get paid, in any currency

Accept PayPal, Stripe, and five more gateways. Auto-generate receipt PDFs, allow partial payments, and record it all without lifting a finger.

  • 7 payment gateways, most countries covered
  • Auto-generated PDF receipts sent to customer
  • Partial payments supported
Payment receipt screen showing total amount and invoice details
How it works

Live in minutes, not a 30-day build-out

No waiting on a developer. Leobri is pre-built and ready — you're managing real clients today.

Create your account

Pick a plan, set your subdomain or connect your own — you're inside the dashboard in under 2 minutes.

Import your contacts

Bring in leads and customers via CSV, email sync, or web-to-lead forms. Nothing re-typed by hand.

Automate the busywork

Turn on recurring invoices, reminders, and follow-up sequences so nothing depends on memory.

Open the client portal

Invite clients to their branded portal — invoices, files, and status updates, self-serve.

Trusted by growing teams

Join the businesses who've stopped the client leak

★★★★★
"Leobri saved my team hours every week and helped us retain more clients. Everything just lives in one place now."
SK
Sarah K.Real Estate Broker, Houston TX
Saved 10 hrs/month
★★★★★
"I finally feel in control of my client data and follow-ups. Leobri gives us instant professionalism our clients notice."
JS
Jamal S.Insurance Agency Owner, Chicago IL
Doubled client retention
★★★★★
"We run three business lines through one Leobri account. No more paying for three separate boxed-in CRMs."
MP
Marcus P.Tax & Accounting Firm, Dallas TX
Cut software costs 60%
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Invoices automated / mo
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Simple, transparent pricing

A plan for wherever you are today

Solo, Executive, or Agency — every plan includes unlimited invoices, customers, and projects.

Solo
For solopreneurs getting off the ground
$24/mo
2 users included

  • Unlimited invoices & customers
  • Estimates, proposals, contracts
  • Integrated help desk
See Full Plan
Office Pro
For established, multi-service SMBs
$79/mo
5 users included

  • Everything in Executive
  • Zoom, WooCommerce integrations
  • Bookkeeping & QBO ready
See Full Plan
Agency
For agencies & multi-brand teams
$129/mo
10 users included

  • Everything in Office Pro
  • HR manager & white-label option
  • Priority onboarding
See Full Plan

Every plan connects to 200+ optional modules. Browse the toolbox →

30-DAY
GUARANTEE

Try Leobri risk-free for 30 days

If you don't see a real difference in organization and client retention, we'll refund you — no questions asked. No contracts, cancel anytime.

Questions, answered

Frequently asked questions

Instant access. Setup takes minutes — there's no 30-day build-out or technical help required to get going.

No contracts. Cancel anytime, no questions asked.

Unlimited contacts, invoices, projects, estimates, and proposals, plus an integrated help desk, automation modules, and up to three users.

Leobri combines client portals, document uploads, invoicing, lead tracking, and automation in one dashboard — tailored to your industry, not a generic template.

Yes — Leobri is built for solo owners, small teams, and agencies alike. Scale users and modules up or down as you grow.

All sensitive data is encrypted with a unique key and backed up automatically on a schedule you control.

Yes — Leobri connects to accounting, eCommerce, and messaging tools in a few clicks, with an open API and webhooks for anything custom.

Yes — try Leobri risk-free with a 30-day money-back guarantee.

Ready when you are

Stop losing clients. Start looking like the pro you are.

Join 500+ businesses running their entire client experience through Leobri.

Instant setup · No credit card required · 30-day guarantee

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