Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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