LedgerLoop

A bespoke CRM that unifies pipeline, billing and forecasting for a fast-scaling B2B sales team.

ledgerloop-crm.app

41%

less manual data entry

1 source

of truth

SOC 2

ready by launch

The challenge

Sales lived in spreadsheets, billing in a separate tool, and forecasts were stale the moment they were built. Nobody trusted the numbers.

What we built

A single platform modelling accounts, deals and invoices together, with two-way sync to billing and analytics. Role-based access and an audit trail made it SOC 2 ready out of the gate.

The outcome

Reps spend 41% less time on data entry, leadership gets a live forecast, and the whole revenue org finally works from one source of truth.

Tech stack

Technologies we used

Server-side

Node.jsNestJSPostgreSQLPrisma

Client-side

ReactTypeScriptRedux Toolkit

Integrations

Stripe BillingSegmentQuickBooks

Infrastructure

AWS ECSTerraformDatadog

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