Sales
A CRM that works brilliantly — for sales
Pipeline, stages, values, calls and meetings all live there. Then a deal lands, and everything your team learned about that client stops at the handover. Ops start again from an email and a PDF.
One platform, start to finish
Your business runs on five systems. Your work only needs one.
Sales has a CRM. Ops has a platform. Delivery has spreadsheets. Developers have a sprint tool. Everything else lives in a shared inbox and a pile of calendars. leo brings the whole journey — leads, clients, projects, plans, sprints, support, risks, budgets and reporting — into one mobile-friendly platform, branded as yours.
- One record from lead to final report
- Teams see their work, the board sees everything
- One licence instead of five
leo · Product tour Live
See every team working from the same platform
Dashboard
Portfolio health, progress and today's priorities
The problem
Every department solved its own problem. Nobody solved the join.
None of these tools are bad. They were each the right answer to one team's question. The trouble starts at the handovers — where information is retyped, context is lost, and the business stops being able to see itself.
Operations
A separate platform for mobilisation
New client set-up, sites, contacts and compliance sit in another tool with its own logins and its own version of the truth. Anything sales agreed has to be retyped, and anything ops change never makes it back.
Delivery
A spreadsheet per project
Tabs, colour codes and formulas that only one person understands. No history, no alerts, no dependencies — and when two people edit it, you get two plans and one argument.
Development
A dedicated sprint tool
Your developers need backlogs, sprints, item types and releases — fairly enough. But that work is invisible to the client-facing plan, so nobody can answer 'is the build on track?' without asking someone.
Day to day
A shared inbox
Questions, approvals and decisions buried in a mailbox three people half-watch. No owner, no due date, no record — just 'I thought you had it'.
Support
Another queue, or the same inbox
Client issues arrive with no link to the project, the site or the person who built it. Response times are a guess and repeat problems go unnoticed.
Scheduling
Calendars nobody can reconcile
Individual diaries, a couple of shared ones, a wall planner. There is no single answer to 'what is happening next week, and who is already full?'
Finance
A licence for every one of them
Per-seat fees across five or six platforms, renewing on different dates, plus the admin time to manage users in all of them. You pay repeatedly for the same data.
One flow
Watch the same job travel through both worlds
On the left, a single deal ricocheting between systems. On the right, the same deal moving once, in a straight line, through leo.
Today: five systems, one deal
The same information is retyped at every handover. Nobody trusts the numbers.
- Duplicate entry: the same client, dates and scope typed three or four times
- Version confusion: which spreadsheet is the live plan?
- Errors and gaps that only surface when a deadline is missed
- No single report — someone spends Friday afternoon stitching one together
- A licence bill for every tool, every user, every month
With leo: one flow, start to finish
A lead becomes a client, a project, a plan, a sprint, an invoice and a report — without leaving the platform.
Only pay for what you use. Don't need sprints, a CRM or a support desk? Switch it off — it disappears from the menu and drops off your bill, and the rest of the flow carries on without it.
- Enter it once: the won deal carries client, value, dates and scope into the project
- One plan everyone works from — list, board, calendar, timeline or Gantt
- Developers get real sprints; delivery gets task lists; both roll into the same report
- Questions, requests and support tickets live against the work, not in an inbox
- Invoices raised straight off the budget or a signed-off milestone, with payments tracked to settlement
- One calendar view of the whole business, and one licence
leo · Live dashboard Live
Tick a task, everyone sees it instantly
Riverside fit-out · List view
Commission lighting circuitSRIn progress
Snag walkDMTo do
One tick here updates everything else — instantly, for everyone.
Live dashboard Real time
28
Completed
12
Due today
3
Overdue
Delivery42%
Install61%
Developers78%
leo · List view Live
Update the plan where you're already looking
List view · Task list: MobilisationAdding tasks…
Draft mobilisation planDoneDM
100%
Confirm site accessIn progressSR
60%
Add work as the plan grows, then drag any task into the right priority order
Start to finish
The whole life of a job, in one place
Seven stages, one record. Each one inherits what came before it, so nothing is typed twice and nothing is lost.
- 1
Lead
Pipeline stages, values in any currency, owners, calls, meetings and notes — with activities visible as a list or a board, grouped how you like.
- 2
Won
Convert the lead. The client, sites, contacts and value carry across and the project is created ready to plan.
- 3
Plan
Task lists, tasks, subtasks, dependencies, recurring work, custom fields and templates. Or describe it in plain English and approve the draft leo writes.
- 4
Deliver
List, Kanban, calendar, timeline, Gantt and map. Update names, statuses, owners, dates and progress inline, drag work to reorder or reschedule.
- 5
Build
Developers work in sprints and releases. Support tickets can become sprint items. Their progress appears in the same reports as everything else.
- 6
Invoice
Invoice against the budget — in full, or milestone by milestone. When the milestone completes leo asks to generate it, applies your billing company branding and VAT, and tracks the payment until it is settled.
- 7
Report
Milestones, risks, budgets, workload and a live dashboard — plus branded PDF exports for client and board packs.
Built around your business
Your brand on the outside. Live answers for clients on the inside.
Apply your own logo and colours across the platform, emails and reports. Then give each client secure access to only their projects, so they can check progress, dates, risks and actions without asking your team for another status update.
Your branded platform · Client access Live
From your branding to client self-service
Your business, not another software logo
NS
Northstar Services
Client workspace
Custom logo and colours
Branded emails and reports
Your own client welcome
Client portal
Live project dataClient signs in
Secure access to only their work
Repetitive update emails12 this week
What's inside
Everything the other five tools did — and the parts none of them could
A single platform, so the risk you logged, the milestone you promised and the budget you agreed all sit against the same work. Tap any heading to read more — and anything you don't need is switched off, so you never see it or pay for it.
leo · Gantt Live
Gantt charts and dependencies
Gantt · Riverside fit-outDrag a bar to reschedule
123456789101112
Mobilisation
Site survey
Install phase 1
Client sign-off
Task Dependent Milestone
leo · Sprints Live
Sprints, statuses and burndown
Sprints & Releases · Sprint 146 points remaining
To do
In progress
Review
Done
leo · Support desk Live
Support desk to sprint item
Support desk · All platformsTriage and assign
T-3081Access card not workingleoIn progress
T-3082Report export blankjackBlocked
T-3083Add bulk date changeleoTo do
leo · Calendar Live
One calendar, day to month
Calendar · SeptemberDayWeekMonth
MTWTFSS
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
Filter by project, person, status or work type — calls and meetings carry their agenda
leo · Live dashboard Live
Live progress for leadership
Live dashboard · by teamUpdating in real time
12
Due today
28
Completed
3
Overdue
Delivery42%
Install61%
Developers78%
Who sees what
Your teams see only what they care about. Your board sees everything.
One set of data, filtered by role. That's what makes a single platform acceptable to the people on the tools and valuable to the people running the business.
Your delivery team
Their tasks, their dates, their lists. No noise from other departments, no dashboards they don't need.
Your developers
The backlog and the current sprint, in the format they expect — with everything they finish feeding the wider plan automatically.
Your clients
A branded view of their own projects only. They can see progress and manage the tasks assigned to them — nothing else.
Your board
Everything, end to end: portfolio Gantt, budgets, risks, milestones, workload and live progress across every client and project.
leo · Live activity Live
The whole business, as it happens
Live activity · All projects1 updates today
Every change, by anyone, in one running feed — filterable by project, person or type
The cost of the status quo
Multiple systems, multiplied monthly
Before you count the licences, count the hours: duplicate entry, chasing updates, rebuilding the same report, and the rework that happens when two versions of a plan disagree.
Licence sprawl
A CRM seat, an ops platform seat, a sprint tool seat, a ticketing seat, a storage add-on. Five renewal dates, five admin jobs, one set of information.
Hidden hours
Retyping details at handover, checking which file is current, and pulling Friday's report by hand. It rarely appears on an invoice, but you pay for it every week.
Cost of being wrong
Missed milestones, unnoticed risks, over-committed people and budget overruns you only see after the fact. That is what the join between systems really costs.
One platform. One licence. One place to look — from the first conversation with a lead to the final report at the board meeting.
Enquire today
Ask us anything, or see it on your own projects
Tell us how your departments work today and we'll show you the same journey in leo — set up with your branding, your roles and one of your real projects. Demos take about 30 minutes.
- A walkthrough tailored to your sales, delivery, development and support teams
- An honest view of what you could switch off, and what it would save
- Answers on permissions, client access, data migration and branding