Features

What LeadToBill already does.
And what is coming soon.

We built LeadToBill as a lean tool - use it pragmatically, or fit it into your own stack. And you get a say in what matters most, see below.

Features

39 available · 0 in progress · 0 planned

Leads

  • Lead boardEvery lead moves through stages, from first contact to won or lost.
  • Expected revenueAn amount and a win probability per lead - the basis of your sales figures.
  • A lead becomes a projectCustomer, comments and files carry over once it turns into real work.

Project

  • Project listLeads and projects in one view, with search and filters.
  • Project controllingSee at a glance whether a project is working out - contribution margins and further figures as charts.
  • Project historySee what happened in the project, and when.

Quote

  • Lines from the catalogueServices from your service catalogue, or free-form fixed amounts.
  • Four statesFrom In progress through Sent to Approved or Rejected.
  • Quotes become tasksApproved lines can be turned into tasks directly.
  • PDF designLetterhead, fonts and spacing as on the invoice - one look for both documents.
  • Send by emailStraight from LeadToBill, with your signature and the finished PDF attached.

Task

  • Owner and datesWho, from when, until when - including the planned effort.
  • Time logged in placeRight on the task, one click away.
  • Planned against actualPlanned time can be adjusted independently of the quote.

Time

  • Billable and non-billableKeep chargeable work apart from the rest.
  • Quick time entryLog hours without leaving the view you are in.
  • Several ways to logType a duration like 2.5h or 90, use the quick buttons - or run the stopwatch.

Expense

  • Incoming invoicesRecord supplier invoices and attach the receipt right away.
  • Split an invoiceSpread partial amounts across several projects.
  • Track the stateFrom Draft through Approved and Paid to Rejected.

Invoice

  • Three ways to an invoiceManually, from an approved quote, or from unbilled project time.
  • PDF designLetterhead, fonts, spacing, placeholders and structure - the whole document is yours to shape.
  • E-invoiceZUGFeRD as XML inside the PDF, XRechnung for public bodies - set per customer, shown before sending.
  • Swiss QR-billThe payment part is added as the last page - Switzerland and Liechtenstein, in CHF or EUR.
  • Send by emailWith a cover note, a copy to you and the PDF attached - or download and send it yourself.
  • Partial invoicesBill part of a quote - the rest stays for the next partial or the final invoice.
  • Cancel instead of deleteA sent invoice stays on the record.

Always alongside

  • AI assistantA chat always beside you, shown when you want it. Changes arrive as a proposal you confirm.
  • ContactsPeople and companies with addresses, customer data and internal notes.
  • DashboardFigures, charts and widgets you arrange yourself.
  • ReportsRevenue, lead volume and logged hours over the last twelve months.
  • TagsLabel contacts, projects, quotes and invoices in colour, then filter by them.
  • Global searchFind and create in one place - a duration like 1h starts a time entry right away.

Setup

  • Workspace profileCountry, currency, language and time zone - plus the seller data no e-invoice is valid without.
  • VAT ratesYour country's rates are there; add your own, including the categories e-invoicing needs.
  • PDF templatesBuild your own layout in an editor, put your letterhead behind it, use your own fonts - a default per language.
  • Service catalogueReusable services with units and prices: hours, days, months, items and fixed amounts.
  • Users and rolesMaintain profiles and set the hourly cost for each person.
  • DesignColour themes plus light or dark appearance.

Integrations

4 available · 3 in progress · 8 planned

Accounting

  • CSV exportBooking data as CSV - for any accounting system.
  • DATEVThe standard among German tax advisors.
  • BMDThe standard among Austrian tax advisors.
  • SageIntegration with Sage.
  • AbacusOctoberIntegration with Abacus.
  • BexioQ4Integration with Bexio.

AI

  • MCP serverOctoberConnect LeadToBill to Claude, ChatGPT, awork, Notion, n8n and more.

Project management

  • aworkQ4Keep projects, tasks and time in sync.

Communication

  • SlackQ4LeadToBill notifications in Slack.
  • Email inboxQ4Forward invoices and enquiries to LeadToBill by mail.
  • NotionQ4Exchange content with Notion.

Automation

  • n8nQ4Build LeadToBill into your own automations.
  • ZapierQ4Connect to many more apps without writing code.

Time tracking

  • timebroon requestTake time entries over from timebro.
  • Clockifyon requestTake time entries over from Clockify.

You decide what comes next, and how urgently.

We are glad to take up ideas for connecting more and more tools - we look forward to your feedback.

To the feedback board
The LeadToBill feedback board: on the left the invitation "Help us build LeadToBill", on the right a field for a new suggestion, filter and sorting controls, and the suggestion "FiBu Schnittstelle: BMD" with one vote.