LeenOps Getting Started
Set up LeenOps Workspace and connect CRM, sales, projects, support, time, scheduling, recruiting, finance, and automation.
LeenOps Getting Started
LeenOps Workspace connects CRM, sales, projects, support, time, scheduling, recruiting, finance, analytics, and automation in one business operations platform.
Exploring the product before setup? Start with the LeenOps Workspace overview or see LeenOps business software for service companies.
What is LeenOps?
LeenOps combines operational modules and shared platform capabilities in one workspace. Common starting modules include:
Core Modules
| Module | What It Does | Best For |
|---|---|---|
| CRM | Track leads, manage deals, and nurture customer relationships | Sales teams, account managers |
| Recruiting | Post jobs, screen candidates with AI, and manage hiring pipelines | HR teams, hiring managers |
| Projects | Organize tasks, plan cycles, and track progress with your team | Project managers, developers |
| Support | Handle customer tickets and manage SLAs | Customer success teams |
| Finance | Create invoices, track expenses, and manage quotations | Finance teams, freelancers |
| Analytics | Get insights across all modules with AI-powered recommendations | Business owners, executives |
| Sales | Build quotations, collect signatures, and continue accepted work into invoicing | Sales and service teams |
| Time | Track project work, approve timesheets, and retain billing context | Delivery and finance teams |
| Scheduling | Publish booking links and connect meetings to CRM and follow-up | Sales, support, and recruiting teams |
Platform Features
| Feature | What It Does |
|---|---|
| Dashboard | Your personalized home with quick stats and AI insights |
| Inbox | Unified email and notification center |
| Knowledge Base | Team documentation with AI-powered semantic search |
Who Is LeenOps For?
LeenOps is designed for:
- Small to medium businesses that need an integrated toolset without the enterprise price tag
- Growing teams tired of juggling multiple disconnected apps
- AI-forward organizations looking to automate repetitive work
- Remote teams who need a central source of truth
What You'll Learn
This Getting Started guide will walk you through:
- First Steps — Sign up, verify your email, and take a quick tour
- Create Your Workspace — Set up your team's home base
- Invite Your Team — Add members and assign roles
- Choose Your Modules — Activate the tools your team needs
- Navigation & Interface — Master the LeenOps interface
Prerequisites
Before you begin, make sure you have:
- A modern web browser (Chrome, Firefox, Safari, or Edge)
- An email address you can access
- That's it! No credit card required for the 14-day trial
Time estimate: You'll be up and running in under 5 minutes.
Quick Start Options
Option 1: Start from Scratch (Recommended)
Follow this guide step-by-step to create a new workspace and configure it for your team.
Option 2: Join an Existing Workspace
If a teammate invited you, check your email for an invitation link. Clicking it will guide you through joining their workspace.
Need Help?
If you get stuck at any point:
- Use the AI Assistant (sparkles icon or press Cmd+/) to ask questions
- Open the Help & Support panel (? icon in the header) — see the Help & Support guide for everything you can do from there
- Contact us at support@leenops.com
Ready to get started? Let's go!