Every inquiry followed up.
Every deal moved forward.
AI-powered CRM for every business: every chat, call and inquiry in one place, followed up until the deal closes. WhatsApp, website chat, Instagram, calls and more.
- 14 days free
- No card needed
- Set up in two minutes
- Import your contacts from a spreadsheet
- ANNorthwind Trading2 minCan you send the revised quote today?
- WVWebsite visitor14 minDo you also cover the north side?
- HCHarbor Clinic1 hYou: Confirmed for Tuesday 10:00.
- GLGreenline Logistics3 hThanks, invoice received.
Hi, we need the full set for both offices. Can you send the revised quote today?
Yes, sending it within the hour. Is delivery still on the 15th?
The 15th, please. Thank you!
Northwind Trading
Open contactCreate lead- Channel
- Status
- Open
- Messages
- 3
One sealed workspace per company
Isolation is enforced inside the database, not just in the app. Roles decide who sees what; every change is logged.
Backed up every night
A copy of your records every night, a monthly copy kept a year, and a second copy in a separate location. Restores on request.
WhatsApp with your own number
Your existing WhatsApp Business number connects to Ledgo. Every conversation stays with the company, not on a salesperson's phone.
No setup fee, no contract
One price for the whole team, monthly or yearly, with users included. Change plan any time. The trial has every feature and needs no card.
Everything a sales team touches in a day, in one place.
For any company that answers customers on WhatsApp, chat and the phone, sends quotes with tax, and needs every inquiry followed up. Two people or two hundred.
See every inquiry move
Boards with your own stages, and one next follow-up on every card.
- Overdue follow-ups in red, stale cards flagged, amounts totaled per stage
- Repeat customers matched by phone number, so there are no duplicates
- Table view with your columns and saved views for each team
Twelve workstations, two offices
$4,800
Follow-up todayWebsite inquiry
No follow-upAnnual maintenance contract
$12,000
Tue 10:00Office fit-out, 2nd floor
$36,500
Overdue 2 daysMeeting room upgrade
$9,200
Thu 14:00Reception desk
$2,150
Quote sentEach person starts the day with one list
Overdue first, then today's calls, then new inquiries nobody has touched.
- Missed calls to return and messages waiting for a reply, on the same page
- Log a call, note or visit and set the next step in one sheet
- Managers see the team's load: open, overdue and no next step, per person
Overdue
3
Due today
5
New
2
Your follow-ups
- Send revised quote, both officesNorthwind TradingOverdue 1 day
- Call back about the maintenance contractHarbor ClinicToday 11:30
- Site visit, 2nd-floor fit-outGreenline LogisticsToday 14:00
- New inquiry, nobody has repliedWebsite visitorNot contacted
Quotes with tax, invoices in one click
Catalog prices, tax per line, your tax ID on the document.
- Send the customer an online link: they review, sign to accept or decline
- An accepted quote becomes a numbered invoice; part payments and overdue tracking follow
- Print or PDF with your company details and logo
Your Company LLC
Tax ID 1023 4567 89
Quotation
Q-2026-0042 · valid 14 days
Prepared for
Northwind Trading
| Description | Qty | Unit | Amount |
|---|---|---|---|
| Workstation desks, 160 cm | 3 | 850.00 | 2,550.00 |
| Ergonomic task chairs | 12 | 202.50 | 2,430.00 |
| Delivery and assembly | 1 | 600.00 | 600.00 |
- Subtotal
- $5,580.00
- Tax 10%
- $558.00
- Total
- $6,138.00
Numbers that answer questions
Revenue won, conversion by source, outstanding invoices, targets per person.
- Every figure compared with the previous period
- Monthly targets for the team and each person, with days left
- The definition of every number is one click away, so nobody argues about it
Revenue won
$86,400
+18%
New leads
132
+9%
Conversion
21%
+2 pts
Outstanding
$12,050
3 invoices
Won by month
Monthly target
The same Ledgo on the phone
Reply to customers, log calls, move leads and check the day's list from the browser on any phone. Nothing to install.
- Call or WhatsApp a customer from their record, then log the outcome
- A call or SMS queued from the office rings on the salesperson's own phone
- The native app for iPhone and Android is in testing with our first customers
Inbox
- ANNorthwind Trading2 minCan you send the revised quote today?
- WVWebsite visitor14 minDo you also cover the north side?
- HCHarbor Clinic1 hYou: Confirmed for Tuesday 10:00.
- GLGreenline Logistics3 hThanks, invoice received.
Good morning
Overdue
3
Due today
5
New
2
Your follow-ups
- Send revised quote, both officesNorthwind TradingOverdue 1 day
- Call back about the maintenance contractHarbor ClinicToday 11:30
- Site visit, 2nd-floor fit-outGreenline LogisticsToday 14:00
Help that knows your setup
Owners and admins get Ask Ledgo, a help window that answers how-to questions from the product guide and from your own workspace: which channels are connected, what the plan includes, whether two-factor is on. One click hands the conversation to a person. It never reads customer records.
For the team, Ledgo Assist can summarize a conversation, suggest the next step or draft a reply. It is off until an admin turns it on, and nothing is sent without a person.
Pricing
From $39 a month for the whole team
- Starter includes 5 users, Professional 50, Business 100
- 14-day trial with every Business feature
- No setup fee, no onboarding fee, change plan any time
- Restores from backups included on Business
Try it with your own team.
Set up a workspace with stages for your industry, invite the team, import your contacts from a spreadsheet, and connect WhatsApp when you are ready.
