Lead management

Every lead in one list, with its status and where it came from, so nobody falls through the cracks.

Appointments

Booked estimates and visits in one view, with appointment stats for the team.

Estimates & Proposals

Build an estimate, send it, and turn an accepted estimate into an invoice.

Invoices

Invoices and sales summaries for each location, all in one place.

Professional email suite

One suite on your own domain: email, calendar, contacts, drive, office apps for documents, spreadsheets and presentations, and PDF tools.

Tasks

Assign follow-ups and to-dos to people and track them to done.

Reports

See how the business is doing without exporting to a spreadsheet.

Inventory

Track stock across locations so the team sells what you actually have.

Team chat

Built-in chat for the whole team, tied to the same system as your jobs and customers.

HR

Attendance, schedules, shift lists, punch in and a personal "my day" view for every employee.

SMS & email marketing

Reach customers by text and email and follow up from the same record.

Integrations

Lee AI assistant

Lee is available to answer calls and texts, qualify jobs and book appointments inside your OwnLee instance.