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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

Write a Review

Description

Ledgo CRM is an online customer relationship management solution tailored for small and emerging sales teams that manage inquiries via WhatsApp, telephone, and various digital channels. This platform brings together communications from WhatsApp Business, website chat, web forms, and other integrated channels into a centralized team inbox, enabling users to assign conversations and transform them into actionable leads with designated owners and follow-up tasks. Teams can organize their contacts and deals on customizable pipeline boards, assess follow-up tasks, document calls and in-person visits, and arrange meetings efficiently. The system accommodates product catalogs, tax-compliant quotations, customer approvals online, invoicing, tracking of partial payments, and monitoring overdue accounts. Additionally, comprehensive reports deliver insights into sales performance and invoice statuses, while designated user roles and activity logs facilitate seamless team collaboration. Ledgo features a web-based workspace, a mobile app for Android, a REST API, webhooks, and an MCP connection. With its diverse functionalities, it effectively caters to businesses with small to medium-sized teams engaged in selling services, products, or appointments, enhancing their operational efficiency and customer interactions. Ultimately, Ledgo CRM empowers teams to streamline their processes and improve overall sales effectiveness.

Description

Transform every channel into a source of revenue to fuel business expansion. Effortlessly gather leads and sales inquiries from websites, emails, social media platforms, phone calls, and more. The key to a thriving business lies in effectively monitoring and managing the sales pipeline. A visual pipeline enables you to keep track of all deals at different stages seamlessly. Gain a comprehensive 360° view of your customers on a single interface for enhanced insight. Engage with your contacts through multiple communication channels while having access to their conversation history. Prioritize what matters most and automate the rest for efficiency. Establish rules and workflows to streamline follow-up processes, and automatically assign deals to team members. Integrate PipeCycle with other productivity applications to enhance functionality. Identify lead locations and discover potential clients nearby effortlessly, while also automatically tracking the locations of your team members and displaying them on a map for better coordination. By leveraging these tools, businesses can optimize their operations and significantly improve their sales outcomes.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Model Context Protocol (MCP) Yes 
WhatsApp Yes 

Integrations

Model Context Protocol (MCP) No 
WhatsApp No 

Pricing Details

$39/company/month
Starter costs $49 per company per month with monthly billing, or $39 per company per month when billed annually. Five users are included. The 14-day trial includes Business features and requires no credit card. There is no setup or onboarding fee.
Free Trial Yes 
Free Version No 

Pricing Details

$15 per user per year
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Ledgo

Country

United Arab Emirates

Website

ledgo.io

Vendor Details

Company Name

CustomerSquare.com

Country

India

Website

www.pipecyclecrm.com

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

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