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Southern Indiana · Louisville · Remote

Business CRMIn use at EBRO Studio · client access planned

The Ledger.

Your customers, leads and next steps in one place.

The Ledger is a customer management system (CRM) for small service businesses. It keeps track of the businesses you work with, the people there, the work you're chasing and what needs to happen next. We built it to run EBRO Studio, and we use it every day.

Ask about The LedgerLedger login
Illustration with sample records. The businesses and people shown are fictional.

Why use it

Less chasing. More follow-through.

The Ledger replaces the inbox, the spreadsheet and the sticky notes with one place your whole customer list lives.

  • 01

    Your business information, organized

    Every business you work with gets one record: the people there, their locations, their status and everything that's happened. No more digging through inboxes and spreadsheets.

  • 02

    Leads you can actually follow

    Each opportunity sits on a simple board from first conversation to won or lost, so you can see what's in progress and what's stalled.

  • 03

    A clear next step, every time

    Follow-ups have due dates and show up as overdue, today or coming up. Calls, meetings, notes and emails are kept on a timeline.

  • 04

    One place to work from

    An overview of what's open and what's due, and one search across every business, contact and opportunity.

How it works

Three screens do most of the work.

These are illustrations of the real screens, filled with sample records.

01 · Businesses & contacts

One record per business, from first call to long-term client.

Contacts, locations, opportunities and the full history all live on the business record, so the whole story is in one place.

  • Status from Prospect to Active client
  • Contacts with roles and a primary contact
  • Search, filters, and an archive instead of deleting

02 · Pipeline

Every opportunity, and where it stands.

Drag a card across the board, or use the stage menu from a phone. Every move is recorded.

  • 7 stages, New to Won or Lost
  • Board and table views
  • Stage changes added to the history automatically

03 · Follow-ups

A date on every next step.

Follow-ups are tied to the business, and to the opportunity when there is one, and sorted by what's due.

  • Overdue, today and upcoming
  • Complete and reopen without losing the record
  • System history that can't be edited
Illustration with sample records. The businesses and people shown are fictional.

Private by design

Customer details stay private.

  • Two-step sign-in

    A password and a code from an authenticator app, every time a session starts.

  • Checked on every request

    Every page and action confirms access, and the database checks again before returning anything.

  • Sessions that end

    Sessions expire after 12 hours, and you can sign out of every device at once.

  • Private by default

    No public sign-up, a separate private address, and nothing indexed by search engines.

Availability

In use at EBRO Studio. Client access is planned.

There's no sign-up and no date yet. Accounts are set up by EBRO, and today they're only for our own team.

Planned, not built yet

  • Client workspaces
  • Proposals
  • Projects
  • Billing
  • Support
  • Analytics

Questions

Straight answers.

Can my business use The Ledger?
Not yet. Today The Ledger runs EBRO Studio's own client work. Client access, where each business signs in to its own records, is planned. If you'd like to use it, tell us. It helps us decide what to build first.
Is it an off-the-shelf CRM with a new name?
No. EBRO Studio designed and built The Ledger from the database up, around how a small service business actually works.
Where is the data kept, and who can see it?
In a managed PostgreSQL database. Only approved accounts can sign in, every sign-in needs a code from an authenticator app, and access is checked on every page and every action.
Does it connect to my website?
Not automatically yet. Website inquiries are added to The Ledger by hand today. We'll only describe a connection as available once it's built.

Interested?

Ask about The Ledger.

Tell us how you keep track of customers today and what gets lost. We'll tell you where The Ledger stands, and what we can do for your website in the meantime.

Southern Indiana · Louisville · Remote