Your website is all you need to get started.
Enter its address: Lyane prepares your space in a few minutes.
Everything you need to stay connected with your clients.
Six features designed to follow every relationship, from first contact to renewal.
Your CRM set up from your website
Enter your website address. Lyane reads your public pages, understands your business and prepares a ready-to-use space: customer journey, user groups, notifications.
DiscoverDetection of your industry and clientele: businesses, individuals or both A customer journey suggested to fit how you sell User groups suggested for each step
A customer journey that fits you, from first contact to signature
Define the statuses a prospect goes through and who steps in at each stage. Follow every opportunity in a clear pipeline.
DiscoverUnlimited, reorderable statuses Approval by a group before moving to the next step Amount, probability and close date for each opportunity
Everything about a client, in one place
Documents, conversations with each contact, important dates: every business or individual has their own space, shared by the whole team.
DiscoverBusiness and individual records Full history for each contact Timeline of completed steps
Annotate your documents, mention the right person
Open a quote or a contract right in Lyane, comment on a specific passage and mention a colleague or a group so they respond.
DiscoverPreview of PDFs, images and office documents Annotations anchored to a passage Mentions in documents and conversations
Never leave a client without news again
Lyane creates tasks at the right time, reminds you who to follow up with and keeps track of clients after signing: new quote, renewal, check-in.
DiscoverTasks linked to a client, a contact or an opportunity Follow-up rules by status Email reminders and notifications
Understand what makes your clients sign
Signed revenue, conversion by step, team activity: readable reports, plus insights from Lyane so you know what to do next.
Discover30-day, 3-month or 12-month periods Conversion by journey step Where new clients come from