# 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. Key: **available** · **in progress** · **planned** ## Features 39 available · 0 in progress · 0 planned ### Leads - **Lead board** [available]: Every lead moves through stages, from first contact to won or lost. - **Expected revenue** [available]: An amount and a win probability per lead - the basis of your sales figures. - **A lead becomes a project** [available]: Customer, comments and files carry over once it turns into real work. ### Project - **Project list** [available]: Leads and projects in one view, with search and filters. - **Project controlling** [available]: See at a glance whether a project is working out - contribution margins and further figures as charts. - **Project history** [available]: See what happened in the project, and when. ### Quote - **Lines from the catalogue** [available]: Services from your service catalogue, or free-form fixed amounts. - **Four states** [available]: From In progress through Sent to Approved or Rejected. - **Quotes become tasks** [available]: Approved lines can be turned into tasks directly. - **PDF design** [available]: Letterhead, fonts and spacing as on the invoice - one look for both documents. - **Send by email** [available]: Straight from LeadToBill, with your signature and the finished PDF attached. ### Task - **Owner and dates** [available]: Who, from when, until when - including the planned effort. - **Time logged in place** [available]: Right on the task, one click away. - **Planned against actual** [available]: Planned time can be adjusted independently of the quote. ### Time - **Billable and non-billable** [available]: Keep chargeable work apart from the rest. - **Quick time entry** [available]: Log hours without leaving the view you are in. - **Several ways to log** [available]: Type a duration like 2.5h or 90, use the quick buttons - or run the stopwatch. ### Expense - **Incoming invoices** [available]: Record supplier invoices and attach the receipt right away. - **Split an invoice** [available]: Spread partial amounts across several projects. - **Track the state** [available]: From Draft through Approved and Paid to Rejected. ### Invoice - **Three ways to an invoice** [available]: Manually, from an approved quote, or from unbilled project time. - **PDF design** [available]: Letterhead, fonts, spacing, placeholders and structure - the whole document is yours to shape. - **E-invoice** [available]: ZUGFeRD as XML inside the PDF, XRechnung for public bodies - set per customer, shown before sending. - **Swiss QR-bill** [available]: The payment part is added as the last page - Switzerland and Liechtenstein, in CHF or EUR. - **Send by email** [available]: With a cover note, a copy to you and the PDF attached - or download and send it yourself. - **Partial invoices** [available]: Bill part of a quote - the rest stays for the next partial or the final invoice. - **Cancel instead of delete** [available]: A sent invoice stays on the record. ### Always alongside - **AI assistant** [available]: A chat always beside you, shown when you want it. Changes arrive as a proposal you confirm. - **Contacts** [available]: People and companies with addresses, customer data and internal notes. - **Dashboard** [available]: Figures, charts and widgets you arrange yourself. - **Reports** [available]: Revenue, lead volume and logged hours over the last twelve months. - **Tags** [available]: Label contacts, projects, quotes and invoices in colour, then filter by them. - **Global search** [available]: Find and create in one place - a duration like 1h starts a time entry right away. ### Setup - **Workspace profile** [available]: Country, currency, language and time zone - plus the seller data no e-invoice is valid without. - **VAT rates** [available]: Your country's rates are there; add your own, including the categories e-invoicing needs. - **PDF templates** [available]: Build your own layout in an editor, put your letterhead behind it, use your own fonts - a default per language. - **Service catalogue** [available]: Reusable services with units and prices: hours, days, months, items and fixed amounts. - **Users and roles** [available]: Maintain profiles and set the hourly cost for each person. - **Design** [available]: Colour themes plus light or dark appearance. ## Integrations 4 available · 3 in progress · 8 planned ### Accounting - **CSV export** [available]: Booking data as CSV - for any accounting system. - **DATEV** [available]: The standard among German tax advisors. - **BMD** [available]: The standard among Austrian tax advisors. - **Sage** [available]: Integration with Sage. - **Abacus** [in progress (October)]: Integration with Abacus. - **Bexio** [planned (Q4)]: Integration with Bexio. ### AI - **MCP server** [in progress (October)]: Connect LeadToBill to Claude, ChatGPT, awork, Notion, n8n and more. ### Project management - **awork** [in progress (Q4)]: Keep projects, tasks and time in sync. ### Communication - **Slack** [planned (Q4)]: LeadToBill notifications in Slack. - **Email inbox** [planned (Q4)]: Forward invoices and enquiries to LeadToBill by mail. - **Notion** [planned (Q4)]: Exchange content with Notion. ### Automation - **n8n** [planned (Q4)]: Build LeadToBill into your own automations. - **Zapier** [planned (Q4)]: Connect to many more apps without writing code. ### Time tracking - **timebro** [planned (on request)]: Take time entries over from timebro. - **Clockify** [planned (on request)]: Take 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](https://feedback.leadtobill.com/)  This page in German: https://leadtobill.com/funktionen