Everything LegaSum does, in one list
The whole surface, grouped the way a business meets it. Each group says whether it is live today, runs through a partner, or is being built — so you can decide on what exists rather than on a roadmap.
Start & manage your business
One login, however many companies you end up with.
Company and business profile
Several companies under one login
Business categories
Users, teams, roles and permissions
Branches and locations
Company settings and administration
Country on the company — see Multi-country for what it governs today
Accounting & finance
Real double-entry books, not a list of transactions with a total at the bottom.
Chart of accounts
Double-entry accounting
Journals and ledger
Profit & loss
Balance sheet
Trial balance
Cash flow
Accounts receivable and payable
Expenses and other income
Period locking and audit trail
Sales tax rates you set, on their own tax account
Invoicing & sales
From the quote to the paid invoice, with the paperwork produced on the way.
Quotations
Sales orders
Invoices
Credit notes and returns
Recurring invoices
Payment tracking
Customer statements
Number-series management
PDF and print documents
Payments & banking
The money side, reconciled against the books rather than beside them.
Payment recording
Bank and account management
Reconciliation
Customer deposits
Refund tracking
Provider settlements
Payment status management
Integration-ready payment architecture
Inventory & products
What you sell, what you have, and where it is.
Products and services
Inventory tracking
Multi-warehouse support
Stock movement
Product categories
Pricing
SKU and item management
Stock reports
Publishing to your website catalog
Point of sale
Selling over a counter, against the same stock and the same ledger.
POS billing
Cashier interface
Sales receipts
Inventory-linked transactions
Role-based cashier permissions
CRM
Everyone you sell to, and everything that has happened with them.
Leads
Customers and contacts
Companies and accounts
Lead qualification
Lead scoring
Tags and owners
Customer activity timeline
Duplicate detection
Custom fields
Saved views
Opportunity pipeline
Sales pipeline
What is in play, what it is worth, and what happened to the ones you lost.
Opportunities
Pipeline stages
Deal values
Probability
Win/loss tracking
Convert an opportunity into a quotation, order or invoice
Sales forecasting
Tasks, activities & calendar
The follow-ups that decide whether any of the above happens.
Tasks
Follow-ups
Activities
Calendar
Reminders
Recurring activities
Assignments and watchers
Marketing
Reaching people who have agreed to hear from you, and knowing what it did.
Audiences and segmentation
Marketing campaigns
Email templates
Personalization
Consent management
Suppression and unsubscribe management
Campaign analytics
Attribution
Marketing reports
Visual journey builder
The follow-up that runs itself, drawn rather than coded.
Drag-and-drop automation canvas
Entry triggers
Wait and delay steps
Conditions and branches
Marketing email actions
Tags
Owner assignment
Notifications
CRM updates
Task creation
Activate, pause and resume a journey
Execution history
Forms & lead generation
The front door, wired to the CRM instead of to an inbox.
Custom LegaSum forms
Contact forms
Quote-request forms
Newsletter signup
Consultation forms
Event registration
Lead capture
CRM integration
Marketing consent capture
Form attribution
Website builder
A real website, run from the same place as the business behind it.
Build a business website inside LegaSum
A free subdomain such as company.legasum.com
Connect your own domain
A CMS that works the way WordPress does
Pages and blog posts
Visual page and section builder
Themes and templates
Navigation and menu builder
Media library
Draft, preview and publish
Website settings
Product catalog powered by your inventory
Lead forms powered by LegaSum Forms
SEO tools
Being found, without a plugin to configure.
Unlimited SEO pages
Custom URLs and slugs
SEO titles and meta descriptions
Canonical URLs
Open Graph and social metadata
XML sitemap
Robots controls
301 redirects
Structured data
Location, service and industry landing pages
Multi-language-ready content
Projects & operations
Work that runs for months, with the money attached to it.
Projects
Project editing
Customers linked to projects
Project expenses
Project payments
Change orders
Project profitability
Documents and files
Project activity tracking
Customer & provider portals
A place to send people instead of another email thread.
Customer portal
Provider and vendor portal
Documents
Invoices
Payments
Project information
Communication and status visibility
Support & knowledge
Questions from customers, answered once and kept.
Support cases and tickets
Case assignment and status
Knowledge base
Help articles
Customer support history
Customer-success and account-health tooling
Reports & analytics
Answers from the ledger the documents came from.
Sales reports
Purchase reports
Tax reports
Financial reports
CRM reports
Profitability
Forecasting
Branch-level reporting
Administration & security
Who may do what, and what was done.
Separate admin panel
Roles and permissions
Approval workflows
Audit logs
Branch restrictions
Session and security controls
Google sign-in
Email and password authentication
Notifications
Data export and import
Backup tooling
Feature requests & product updates
What we are building next, decided partly by the people using it.
Suggest a feature
Vote for and follow ideas
Track the status of a request
Admin review workflow
What's New and product updates
Release announcements
In-app notification when your request ships
Start with the part you need today.
Creating a company is free. Nothing else is switched on until you ask for it.