Organize your firm's client service and convert more clients via WhatsApp
Centralize your office communication, schedule meetings, and track every potential client with professionalism. Leadzy turns WhatsApp into the commercial tool your office needs.
Sarah Thompson
Tax
TBD
Metro Construction
Contracts
$3,500/mo
Northeast Group
Compliance
$6,500/mo
Tech Solutions Inc.
Tax
$4,200/mo
0x
more proposals closed
0%
of history preserved
0h
hours saved per month
From a messy WhatsApp to a professional office workflow
Conversations mixed on personal phone
Mom
Remember Sunday lunch
Client Sarah
Can you send the proposal?
Friends group
Who's up for movies?
Client MC (!)
Sent a question yesterday…
- Clients waiting hours for a response
- Zero history between conversations
- Unprofessional firm image
Professional service in a single panel
Metro Construction
Proposal sentAwaiting reply for 2d
Sarah Thompson
QualifiedSchedule meeting this week
Northeast Group
Active clientMeeting confirmed · 3:00 PM
Dr. Helena C.
First contactReply in 1h
- Each client with status and next action
- Full history accessible by any partner
- Communication with standardized professional tone
Your team doesn't need to open another system
Leadzy works right inside the WhatsApp Web your firm already uses. Every message, document, and note is automatically saved to the cloud — accessible from anywhere, by any partner or staff.
Metro Construction
Can you send the opinion?
Active clientSarah Thompson
Thanks for the help!
QualifiedNortheast Group
Meeting confirmed 3 PM
ProposalCan you send the tax opinion?
10:42
Sure! Sending now 📎
10:43 ✓✓
Client
Metro Construction
Monthly value · $3,500/mo
Zero system switch
Your team stays on the same WhatsApp Web. No extra windows or logins to learn.
Everything in the cloud, real-time
Messages, documents, notes, and pipeline saved automatically. If the phone breaks, nothing is lost.
Access for the whole team
Any partner or staff opens the computer, enters WhatsApp Web and sees the full history of each client.
Synced to cloud · 2 seconds ago
See every opportunity and which funnel stage it's in
Track prospects from first contact to contract signing. Never lose a proposal due to lack of follow-up.
Sarah Thompson
TBD
James Walker
TBD
Metro Construction
$3,500/mo
Emily Davis
$2,200
Northeast Group
$6,500/mo
Dr. Helena C.
$1,800
Tech Solutions Inc.
$4,200/mo
Peter Harris
In progress
Every client's full history in one click
Any partner or assistant resumes a conversation with full context: messages, documents, notes, and next steps.
Metro Construction
Rachel Morgan · Legal Director
Monthly value
$3,500/mo
Relationship
Active contract since 03/2024
Timeline
Message received
Today · 10:42 AMCan you send me the contract opinion?
Meeting held
Yesterday · 4:20 PMMonthly alignment (50 min)
Document sent
04/14 · 9:15 AMTax_Opinion_Apr.pdf
Proposal accepted
04/12 · 2:30 PMAnnual renewal confirmed
Documents
Advisory_Contract_MC.pdf
1.2 MB
Tax_Opinion_Apr.pdf
845 KB
Compliance_Report_Q1.pdf
2.1 MB
Internal notes
Monthly meetings in the first week
Account lead: James Mitchell (partner)
Expansion planned for Q3 - renegotiate scope
Set up once and the entire team serves with the same standard
Build templates your firm's way — text, variables, and tone of voice — and your team fires them with one click. Consistent tone, no rework, branded.
Fully editable
Create, rename, and adjust as many as you want.
Shared with the team
All staff uses the same templates.
Dynamic variables
Name, date, and service inserted automatically.
First contact
Hello {{name}}! I'm {{lawyer}} from {{firm}}. I received your inquiry and have set aside time to discuss your case.
Meeting scheduling
Perfect! I'm available {{day}} at {{time}}. Confirm and I'll send the meeting link right away.
Proposal delivery
{{name}}, attached is the detailed proposal for {{service}}. Happy to clarify any questions.
Proposal follow-up
Hi {{name}}, just checking if you had a chance to review the proposal. Can I help with any questions?
Meeting confirmation
Meeting confirmed for tomorrow, {{day}}, at {{time}}. Link: {{link}}. See you soon!
Document delivery
{{name}}, here is the {{document}} as agreed. Please review carefully and let me know about any changes.
Features built for your firm's daily routine
CRM integrated with WhatsApp Web
Full conversation history per client
Automated scheduling and reminders
Tags by service type and status
Professional message templates
Client acquisition funnel
Internal notes per contact
Service and conversion reports
Ready to professionalize your office's client service?
Set up in minutes, professional templates, and human support. Your clients deserve this level of service.
Sign up now!See what our users are saying
“I always believed that audio-based support was a conversion game-changer, but it used to be all manual and slow. With this tool, I automated my audios from my computer, gained speed and kept a much more human, professional touch. Today even my team sounds just like me. Simply essential.”
Guilherme Venturim
eCivil Concursos
“This tool completely changed how I handle support. I used to send audios one by one — now I do everything with a single click, in a much more human and professional way. It saved me time and boosted my sales. Highly recommend, it really works.”
Michaela Alves
Digital product creator & Affiliate
Frequently asked questions
Still have questions? Talk to one of our specialists for personalized guidance.
O Leadzy é um ecossistema integrado ao WhatsApp Web, composto por uma extensão para Google Chrome e uma plataforma online. A extensão adiciona recursos de automação e produtividade ao atendimento no WhatsApp, enquanto o CRM permite organizar contatos, funil de vendas, tarefas e histórico de negociações dentro do WhatsApp e ao mesmo tempo salvando em núvem. Assim, você vende, atende e gerencia clientes no mesmo fluxo, sem alternar entre ferramentas.
Ready to grow your business?
Leadzy is the perfect tool to automate your support and sell more in your business.
Sign up now