Leadesi

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Nick G.
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Nick G.
OwnerSmall-Business (50 or fewer emp.)
09/28/2026
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Streamlined Lead-to-Invoice Workflow at a Lower Cost

I like that Leadesi lets me manage the whole process end to end in one tool, so I don’t have to jump between booking tools, email, lead management, and Xero. I love the Gmail add-on that uses AI to instantly pull information from a web form submission in my inbox and automatically populates a new lead, so I don’t have to copy and paste anything. The Xero integration matches the products and add-ons I put on a booking and creates a draft invoice automatically. It makes the process from taking a lead through to a booking and sending an invoice effortless, with fewer clicks and no double keying. Faster and more accurate than my previous workflow. It works brilliantly for me, and I like that new features are added regularly and I can suggest features. I was able to cancel my Acuity Scheduling and Streak subscriptions and just use Leadesi at a lower price. The setup was super easy; I just replicated my booking inquiry form by creating the lead fields. It’s a great tool that looks clean and professional and is easy to navigate.

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What is Leadesi?

Leadesi is a CRM built for mobile, service-based businesses - the solo operators and small teams who take the enquiry, do the job and send the invoice themselves. Most of these businesses run on an inbox, a calendar and a spreadsheet. Enquiries get buried, follow-ups get missed, and the booking that should have been yours goes to whoever replied first. Leadesi fixes that. When an enquiry arrives by email or web form, it pulls out the details that matter (date, venue, headcount, address) and adds the lead to a simple pipeline board. You can see at a glance what's new, what needs action and what's waiting on the client. When the client says yes, one click turns the lead into a booking, sends the confirmation, adds it to the calendar and drafts the invoice in Xero. Automated email and SMS reminders cut no-shows. Leadesi works alongside Gmail or Outlook and your existing calendar rather than replacing them, and setup takes about five minutes. It was built by the team behind Battle Archery, a Sydney mobile events business, to run their own bookings. There's a free plan for up to 3 bookings a month, with paid plans from $39 AUD.

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Website
leadesi.com