Free beta CRM and marketing for agencies and businesses

The campaign, the lead and the invoice. One record.

LuSaaS is the CRM and marketing platform for agencies and the businesses they serve. Track every campaign link, follow each lead through the pipeline, and see which campaign paid for which invoice, without stitching three tools together.

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A free trial of the Agency plan, no card needed. See the plans or get in touch.

Contact: Marchetti Dental one record

Google ad, “Spring whitening”
tracked link made in LuSaaS, 14 Mar
212 clicks on the tracked link
6 booked on the booking page
Lead created, assigned to Dana
qualified 18 Mar, pipeline: new patients
Deal won, invoice 1043 paid
closed 02 Apr, deal value $4,200

Every scheduler stops at the click. Every CRM starts at the lead.

The answer to “did the work pay for itself” falls into the gap between them, which is why the monthly report ends at engagement being up twelve percent and everybody nods. LuSaaS keeps both ends on the same record, so the question has an answer with a number in it.

Three ways in

Start with the problem you actually have

Most people come for one of these, then find the rest already there.

Stop losing missed calls

A call you miss while you are on a job usually goes to the next business on Google.

Every missed call gets a text back from your number straight away. The reply lands in your inbox, and the caller is saved as a lead before they call anyone else.

  • Conversations
  • Contacts
  • Workflows
See the plans →

Leads, without the busywork

You know you should run campaigns and post, but not when you would build the pages and track the links.

Build the landing page, send the campaign, plan the posts, and track every link, so at the end of the month you can see which campaign paid for which invoice.

  • Website builder
  • Campaigns
  • Content
  • Attribution
See the plans →

The whole office, handled

A tool for bookings, another for quotes, another for invoices, and reviews nobody remembers to ask for.

Customers book themselves onto your calendar, a quote becomes an invoice in one click, they pay by link, and a workflow asks for the review afterwards.

  • Appointments
  • Quotes
  • Invoices
  • Workflows
See the plans →
How it works

From the first message to the paid invoice, on one record

Four screens, in the order the work actually happens. Every one of them is in the live demo, filled in and ready to click.

01

Every conversation, one thread per person

Email, website chat and text messages land in one inbox, threaded by person rather than by channel. Assign them, snooze them, reply from the same box, and leave the team a note the customer never sees.

  • A missed call gets a text back from the number they called
  • Backup numbers take over when a text cannot go out
  • WhatsApp, Messenger and Instagram connecting to Meta now
The Conversations inbox: a list of people on the left, each with the channel they wrote from, and a WhatsApp thread open on the right with the reply box underneath.
02

Every deal on one board

Drag a deal to the next stage. See what each stage is worth, who owns each deal and when it should close, and follow it to won or lost with the reason kept.

  • Contacts and companies, each with an owner
  • Your own stages and your own fields
  • A workspace per client, with its own data and logins
The deals board: columns for each stage of the pipeline with the value of each stage, and a card per deal showing the contact and the amount.
03

From quote to paid, without retyping

Price a quote from your own product list, turn it into an invoice in one click, and record the payment when it lands. The deal, the quote and the money stay on the same record.

  • Numbered in sequence, sent and marked paid
  • Multi-currency, with tax per line
  • Addresses that format correctly per country
A quote opened as a document: its number, who it is for, the valid-until date and total, then the priced lines, tax and terms.
04

Know where you stand every morning

What is due today, what is still unread, what the pipeline is worth and who still owes you, on one screen, with every deal traceable back to what started it.

  • Every link tracked, every click on the contact it belonged to
  • Capture forms that drop straight into a pipeline stage
  • Marketing consent recorded for every address
The dashboard: four figures across the top (due today, unread conversations, open pipeline, outstanding), a pipeline bar by stage, and today's tasks.
What you get

One product where there used to be three

Conversations

Email, website chat and texts in one inbox, one thread per person, with missed-call text-back. WhatsApp, Messenger and Instagram are built and connecting to Meta now.

Publishing being wired up now

Facebook, Instagram and YouTube from one place, scheduled or sent now. Shorts and Reels included.

Contacts and pipeline

Companies, people, deals and stages, each with an owner. A real CRM underneath, not a tag bolted onto a mailing list.

Quotes and invoices

Priced from your own product list, numbered in sequence, sent and marked paid. Multi-currency, with addresses that format correctly per country.

Attribution

Every link tracked, every click attached to the contact it belonged to, every deal traceable back to what started it.

Capture forms and campaigns

Hosted forms that drop straight into a pipeline stage, grouped under the campaign that paid for them.

And around it

Everything else that comes with it

Website builder

Pages from templates, with your forms and booking built in, on a free address or your own domain. The SSL certificate is set up for you.

Booking and calendar

Booking pages people use without a phone call, and one calendar for appointments, calls and tasks.

Workflows

When something happens, do something: wait, text, email, ask for a review, tag, create a task, tell someone, move the deal, or stop unless a condition is met.

Email templates

Emails in your own brand, written once and reused in campaigns and workflows.

Subscriptions

Your own monthly or yearly plans for your customers, billed automatically into your own account.

Help desk for your clients

For agencies: every client request in one queue, answered by email, with nothing lost in a personal inbox.

Two-factor sign-in and roles

A code at sign-in, a role for each person, and a choice between seeing every record or only their own.

Your data, whenever you want it

Download everything your workspace holds, in one file, on any plan. It is yours.

Reviews coming soon

Ask happy customers for a Google review at the right moment, and see every review in one place.

Your own accounts

Your money and your messages go through accounts you own

Connect them once in Settings. Nothing is locked inside LuSaaS.

Getting paid

Customers pay quotes and invoices online, by link, through your own Stripe, Square or PayPal. The money goes straight to you, and LuSaaS takes no cut.

Texts and calls

Bring your own Telnyx or Twilio account and pay them directly, or use ours at cost, with no markup.

Email

Send from your own address, through your own Zoho, Gmail or Outlook mailbox, and forward it in, so new email and every reply land in the same thread.

Typical US texting rates: from $7.50 per 1,000 messages on Telnyx and from $11.80 per 1,000 on Twilio, standard network fees included. Rates are the providers' own and can change.

For agencies

Built for people who run this for other people

If you manage marketing for clients rather than for yourself, the whole thing is designed around that from the database up.

  • A workspace per client Separate data, separate logins, one place to switch between them.
  • Your name on it White label: your colours, your logo, your name. Your own domain is next.
  • Bill your clients Put each client on a plan you set, paid into your own account.
Pricing

Simple plans, one price each

  • No per-user fees
  • A free trial on every plan
  • Texts at cost, no markup
  • No cut of your payments
See the plans
Get in touch

It's early, and that's the offer

LuSaaS is new. The inbox, the CRM and pipeline, booking pages, workflows, quotes, invoices and tracked links are live today; publishing, and WhatsApp, Messenger and Instagram, are being connected now. If you run an agency or a business and this is a problem you actually have, come in early. The beta is free, you get the founder's phone number, and a say in what gets built next.

Start your free beta

Or look around the live demo first →