groups

CRM & Client Management

Organize clients, suppliers and business contacts with groups, contact persons and linked documents.

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Complete registry

Manage individuals and companies with all tax data, addresses and contacts.

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Groups and tags

Organize contacts in custom groups with distinctive colors and quick filters.

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The whole client on one card

From the card you see documents, subscriptions, payments, deadlines, projects and emails sent to the client.

Print cards

Generate professional PDFs with client data, print labels and share the business card as PDF, vCard or QR code.

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Advanced filters

Filter and search contacts by group, type, status and any available field.

Advanced search

Find contacts instantly by searching name, email, VAT number or any field.

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Attachments & folders

Attach files to any contact and organize them in folders. Invoices and other confirmed documents are automatically archived as PDFs.

check_circle All client information in one place
check_circle Automatic groups to organize clients and suppliers
check_circle Complete history of documents, payments and deadlines per client
check_circle Quick import from CSV and Excel with smart mapping
check_circle Contact persons, email sending and portal access right from the card

Can I import contacts from another software? expand_more

Yes, you can import contacts from CSV or Excel files. Lema automatically maps the most common fields and lets you manually associate custom ones.

How do contact groups work? expand_more

Groups let you categorize contacts (e.g., Clients, Suppliers, Leads). You can create custom groups, assign distinctive colors and set automatic addition for new contacts.

Can I import contacts from a file? expand_more

Yes, you can import contacts from CSV or Excel files. Lema automatically analyzes columns and suggests the best mapping thanks to built-in AI.

Is client data secure? expand_more

Data is protected with multi-tenant isolation. Each company has its own separate database with nightly automatic backups, download and one-click restore.

Can I see the interaction history with a client? expand_more

Yes, from the client card you see all issued documents (quotes, invoices), active subscriptions and payment history.

Try the CRM

Get in touch and we'll show you Lema in action.

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