Our Story

It Was Supposed To Be Simple

CRMs were intended to make our work lives easy. In the beginning, they only did a few things—like managing our customers or our calendar—but they did them well. They weren’t super powerful, but they were super simple.

But then they evolved, adding feature upon feature in what quickly became an arms race. A dash to outdo one another with trendy buzzwords and costly customizations. Systems became bloated, they became mundane, and their steep learning curves and demanding interactions made them joyless to use.

You could now do a million things with them, but it was hard to do a few important things simply.

At Ledger, We Think Your CRM Should Be Simple. Again.

Some of the most powerful tools, messages, and moments in modern history have been the simplest. And that’s what Ledger brings: Simplicity.

Your users will love it, and so will your bottom line. Here’s how we know.

A Long Road to Launch—and Why That Matters

Ledger’s story dates back all the way to 2001—and the founding of a financial firm looking for the right CRM solution. While the company initially stuck to the sales and marketing tools available at the time, it soon became crystal clear that no CRM perfectly fit their needs.

In an effort to create a more simplified, streamlined workflow to bridge the gaps between lead, client, marketing, data, document, and project management, the company decided to invest in itself. It began developing its own proprietary software to handle everything.

As it turns out, that decision would ultimately lead to one of the most powerful CRM systems on the market. Here’s why.

Built By a Financial Firm, Not a Tech Company

The software that would eventually become Ledger wasn’t at all developed with the market in mind. It was developed—internally—for a single team.

Most CRMs start with some good old-fashioned R&D, but that usually slows once a tech company launches the tool. In short, most tech companies focus on launch first and sales second, while leaving improvements to their tool a distant third.

Ledger is only as powerful, as dynamic, and as simple as it is because—for over a decade—its only priority was improvement. It was developed to radically transform the success of a single company. Real accounts, real data points, and real team-wide feedback nurtured Version 1.0 into Version 2.0, and beyond. (Version 5.0 in 2013 was a game changer.) Years and years went into perfecting this tool, and it wasn’t until it had propelled one team to exciting new heights that we even realized it could do the same for others.

That’s why Ledger, as we know it, exists today. To propel companies to new heights.

Business Is Complicated. Your CRM Shouldn’t Be.

We don’t believe you should have to choose between a system that can do it all and a system that is simple. We know you shouldn’t have to sacrifice power for simplicity, because we know simplicity unlocks power. And we know a simple, powerful CRM can unlock the potential of a single team while making work more peaceful and more profitable.

We know all this because it’s a part of Ledger’s DNA. Is it a part of yours?