LilaCRMYour business, connected.
Customers, jobs, quotes, staged invoices, receipts, banking and marketing in one connected platform. Add company conversations and business-aware AI, and give your team a clearer view of the whole business.
Real LilaCRM screens · fictional demo book data
LilaCRM has grown far beyond a contact list. It brings the working day together: the enquiry, the quote, the job, the invoice, the receipt and the next conversation. Industry profiles shape the experience for trades, service businesses, churches and more, while separate business books keep each company in its own space.
From enquiry to paid work
Keep customer history and enquiries beside jobs, assembly-based quotes and staged deposit, interim and final invoices. Track time, costs and rechargeable extras against the work.
A clearer picture of the money
Itemised receipt capture, bank reconciliation, VAT and CIS workflows, reporting and accountant tools help connect daily records to the financial picture.
Marketing inside the business
Plan campaigns and content in a marketing calendar, manage brands, email and inbox activity, and review results alongside the customers and work they generate.
Conversations with context
Website forms, company enquiries, call history and a company WhatsApp inbox bring customer conversations into the same working environment. Human handover controls keep people involved.
Ask Lila
Use the assistant to explore business information and prepare the next step. Review suggested actions and keep control of business decisions.
One login, multiple businesses
Separate books let you work across companies. Native mobile development and AeroCalc Pro integration extend the workflow beyond the office.
Trades · Landscaping · Legal · Care · Consultancy · Property · Fitness · Church & charity · Sole trader · Personal
Watch a call become a job
It is 7:42 in the evening and a decorator’s phone rings. Their Lila agent answers, and the enquiry is in their CRM before the call ends.
- CallerHi, I’m after a quote to redecorate our hall, stairs and three bedrooms.
- Lila agentHappy to help. Alder & Coast cover Winchester and the Test Valley. Where is the property?
- CallerWinchester, SO22.
- Lila agentThat’s in our area. Emma can visit Thursday morning or Friday afternoon. Which suits you?
- CallerThursday morning. It’s Alexandra Bennett.
- Lila agentThanks, Alexandra. You’re booked for Thursday at 9:30. I’ve sent the details by WhatsApp.
New enquiry
- Source
- Telephone, 19:42Answered out of hours by the agent
- Enquiry
- Interior decorationHall, stairs and three bedrooms
- Area
- Winchester SO22Inside the area they cover
- Customer
- Alexandra BennettNew customer record created
- Next step
- Site visit, Thursday 9:30In Emma’s diary
Get to know LilaCRM
What is LilaCRM?
LilaCRM is a connected business platform from Lila Software Development. It brings customers, enquiries, jobs, quotes, staged invoices, receipt capture, banking, reporting and marketing into one working environment.
Who is LilaCRM for?
Industry profiles support trades, landscaping, legal, care, consultancy, property, fitness, church and charity, sole trader and personal workflows. Ask for a demonstration tailored to your business.
Can I run more than one business?
Yes. Each business has its own book, and you can switch between books from one login.
Can AI telephone and WhatsApp agents connect with LilaCRM?
Yes. We build bespoke business-aware agents and scope their connection to company enquiries, call history and inbox workflows. Channel activation and rollout are configured for each business, with human handover controls.
Does it work with AeroCalc Pro?
AeroCalc Pro connects room measurement and calculation information with the customer job in LilaCRM.
Can I see LilaCRM now?
The hosted platform is running and development continues. Contact us for a demonstration and to discuss access, onboarding and the capabilities needed for your business.