Complete CRM for your business to help you manage up to 1000 contacts
Legacy Edge helps you build long-lasting, profitable relationships with CRM & marketing automation
LEGACY EDGE offers a full-featured platform consolidating CRM, marketing automation, resource and project management, HR capabilities, and more into one single software. Our unique approach to business management technology gives you a 360-degree view of your business from pursuit and proposal to retention in one sleek platform.
We understand the need to cultivate and grow valuable relationships while meeting the ever-changing needs of today's consumers. Legacy EDGE is your one-stop shop for sales, marketing, customer service, project management, invoicing, and more. Let us help you work smarter, not harder.
Better Business Management
Manage all of your contacts & opportunities in one place.
Quickly create, send, and manage quotes, estimates, and invoices with Intuit’s QuickBooks Integration.
Create and request encrypted document signing between clients and consultants, saved in your account’s unlimited secure data storage.
Streamline opportunity management to make sure you are hitting your goals.
Create an empowering employee onboarding and education course.
Automate standard practices around client acquisition and onboarding.
Advanced Time Management
Keep track of billable consulting hours with project management tools.
Stay organized with private and shared calendars, as well as appointment booking calendars.
Maximize your productivity and focus on supporting clients by eliminating time consuming administrative tasks.
Use workflows to establish consistent and time-efficient internal processes and external customer experiences.
Streamlined Client Sales & Engagement
Create and send professional, mobile responsive emails with easy-to-use editors and pre-built templates.
Gain valuable insights into your marketing efforts by identifying your highest performing campaigns.
Segment & personalize your messaging to increase ROI and deliver tailored customer experiences.
Use Kanban boards & opportunities to organize your customers and move them throughout the entire pipeline.
Automate your lead nurturing to ensure you are always top of mind.
Enable better team communication with workflows to create a seamless transition between departments.
Break down departmental silos and allow the free flow of data.
Manage your client relationships every step of the way and always ensure you are actively engaging with them.
Convert prospects into clients more effectively with transparent pipeline management, targeted email marketing, and more.
Instill confidence in your business, delivering personalized, efficient, and relevant experiences.
Open your LEGACY Edge account today and start taking advantage of all of these great features to help you build your business!
- Complete CRM and marketing automation
- Unlimited email marketing with detailed tracking and reports
- Drag and drop EasyBuilders for making emails, forms, and automation workflows
- Lead scoring and predictive analytics
- Website forms and auto-responders
- Mobile marketing (SMS, MMS) and call management
- Social media integration
- Calendaring, booking, and event management
- Websites, landing pages, and microsites with e-commerce
- Web and campaign analytics
- Brand monitoring
- Learning Management System
- Wiki for maintaining a knowledge base
- Ticketing system for handling support requests
- Project Management
- Media library for online file, image, and article storage
- Document and proposal generation with digital signatures
- and much, much more!
Starter Tier includes 1-1000 contacts