Ledgo
Last Updated
Overview
Ledgo helps sales teams manage WhatsApp conversations, leads, and follow-ups in one CRM, keeping customer interactions organized. Although support responsiveness may vary across scenarios, its centralized sales tools can help teams track prospects and maintain timely follow-ups.
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Starting Price
$49
per month
Ledgo Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Customer Communication Tracking
What Is Ledgo?
Ledgo is a CRM platform that manages customer inquiries from initial contact through deal closure. It brings WhatsApp, website chat, Instagram, and phone inquiries into a shared inbox, while matching repeat customers by phone number to prevent duplicate records. Its customizable sales boards organize leads by stage and assign a next follow-up to each opportunity.
A daily task list prioritizes overdue activities, scheduled calls, and untouched inquiries. Teams can also generate quotations with line-item taxes and share online links for customer acceptance or rejection. Accepted quotations become numbered invoices, with partial payments and overdue balances tracked within the platform.
What Is Ledgo Best For?
Ledgo stands out with automated follow-up safeguards. A daily sweep creates tasks for owners of records with no next step or overdue follow-ups, and automation can set the next follow-up when a stage changes. This helps managers keep pipeline activity moving without manually checking each record for gaps or delays across the team.
How Much Does Ledgo Cost?
Ledgo pricing starts at $49/month for the Starter plan. It also offers three additional plans as well, including:
- Professional: $129/month
- Business: $249/month
- Enterprise: $399/month
The price range below is an estimate for budgeting purposes only:
- Implementation And Onboarding: $300–$1,500 - Initial CRM configuration, sales pipeline setup, lead assignment rules, and employee training
- Data Migration: $200–$1,000 - Importing existing customer records, sales leads, deal histories, and contact information
- Advanced Automation And Integrations: $300–$1,500/year - Custom workflows, API connections, webhooks, AI assistant integrations, and advanced reporting requirements
Disclaimer: The pricing is subject to change.
Ledgo Integrations
The vendor has not provided details about third-party integrations for this software.
How Does Ledgo Work?
Here's how you can get started with the software by following the steps below:
- Log in and open My day to see overdue follow-ups, today’s calls, and new inquiries
- Open the Inbox to connect your WhatsApp Business number and other channels, so conversations arrive in one shared list
- Set up your pipeline stages, custom fields, and saved views from the Deals and Leads boards to match how your team sells
- Assign roles, permissions, and departments with supervisors to control who sees what in the workspace
- Turn on lead routing to send new inquiries to people in turn or to whoever has the fewest open leads
- Build your catalog and create quotes with tax per line, then follow accepted quotes into numbered invoices
- Review the dashboard for revenue won, conversion by source, outstanding invoices, and targets per person
Who Is Ledgo For?
Ledgo software is suitable for the following industries:
- Real estate
- Construction contractors
- Manufacturing fabrication
- Clinics, dental practices
- Training education
- Professional services
- Retail distribution
Ledgo Use Cases
Based on our analysis of Ledgo's capabilities, we have identified key scenarios where the platform is commonly used:
1. A Sales Team Running Customer Chats From Personal Phones
A trading company may have each salesperson answering buyers from a personal WhatsApp account, which leaves the history on that person’s phone when they leave or go on leave. Connecting the company’s existing WhatsApp Business number to the WhatsApp CRM moves those chats into a shared inbox. Each conversation is assigned to one person, and known customers are matched by phone number and open on their record. The history stays with the company when staff change.
2. A Contractor Whose Quotes Go Unanswered
A construction or fit-out contractor may send quotes by email or chat, then lose track of which ones the client has seen, signed, or ignored. Quotes built from a catalog, with tax per line, go out as an online link instead. The customer signs to accept or declines with a reason. Cards on the pipeline board show their next follow-up, and stale cards are flagged, so unanswered quotes stay visible until someone acts on them.
3. A Maintenance Provider Billing Recurring Contracts By Hand
An HVAC, security, or cleaning company with annual maintenance contracts may rebuild the same invoices each period and miss renewals or late payments. Recurring invoices can be set to generate monthly, quarterly, or yearly. Part payments and balances are recorded per invoice, and the overdue report lists unpaid amounts beside the last customer contact. The team can then chase late payments with context instead of searching through old threads.
4. A Property Agency Spreading Inbound Leads Unevenly
A real estate agency may receive leads from WhatsApp, portals, and its website, with some agents overloaded and others waiting for work. New inquiries can be assigned to people in turn or to whoever has the fewest open leads through lead routing. A lead nobody attends to passes on to another person. Duplicates are matched by phone and email, so a buyer who writes through two channels does not create two records.
5. A Sales Manager Who Cannot See Who Is Falling Behind
A manager overseeing a team may only discover stalled deals during a weekly review, after follow-ups have already slipped. On the My day page, the manager sees the team’s load per person: open, overdue, and records with no next step. Sales reports add revenue won, conversion by source, and targets per person, each compared with the previous period. This lets the manager reassign overdue work early and check performance against targets.
Is Ledgo Right For You?
Are you looking for a CRM that keeps every WhatsApp chat on the company’s record and gives every inquiry a dated next follow-up? Ledgo does both, with a shared inbox on your own WhatsApp Business number and one next step on every lead.
For teams that connect their own tools, Ledgo offers a REST API and a Model Context Protocol connection for AI assistants. Assistants can search records, set follow-ups, and pull reports with the same permissions as the key’s owner, and every call is audited.
Still not sure if the software is right for you? Contact our customer support team at (661) 384-7070, who will help you make the best decision regarding Ledgo Features and more.
Ledgo Features
Lead Management
Ledgo features lead management that turns every inquiry from WhatsApp, web forms, chat, missed calls, or CSV imports into a lead with a source, an owner, and one dated next follow-up. Leads move across boards with stages the team names, overdue items appear in red, and duplicates are matched by phone and email, keeping a single clean record per customer.
Invoicing And Payments Tracking
Invoicing in Ledgo creates a numbered invoice from an accepted quote or from the catalog, with tax per line and company details. Part payments record deposits and installments, recurring invoices generate monthly, quarterly, or yearly on schedule, and one overdue report lists unpaid amounts beside the last customer contact, so teams can follow up on outstanding balances with full context.
WhatsApp CRM
Through the WhatsApp Business Platform, Ledgo connects an existing company number to a shared inbox, where each conversation is assigned to one person and known customers are matched by phone and open on their records. Replies go out from the company number, one click turns a chat into a lead, and the history stays with the company when staff change.
Web Forms
Embedded on a website or landing page, or shared as a hosted link, Ledgo forms collect the fields a team chooses, including custom ones. Each submission becomes a lead carrying its source and campaign, routes to the next salesperson, and receives a first follow-up, so inquiries never wait in an email inbox and reports show which page or ad produced them.
Team Attendance And Clock-In
Staff clock in and out from the web or the phone, with location captured when the workspace requires it. Entries left open close after a set number of hours, and the person is notified. Owners, admins, and department heads receive a daily report at a chosen hour for the previous working day, and timesheets export to CSV for any period.
AI Assistant
This feature adds an AI layer to the CRM, summarizing long WhatsApp threads, suggesting next steps, and drafting replies and follow-ups. Admins switch it on, owners choose who can use it, and contact details are masked before text reaches the AI provider. Because nothing sends without a person’s approval, teams save drafting time while keeping control of every customer message.
Pros And Cons of Ledgo
Pros
Keeps customer chats with the company, not individuals
Prevents inquiries from slipping through without follow-up
Reduces duplicate customer records across multiple channels
Cons
Documentation gaps may hinder user workflows
Occasional downtime may disrupt operations
Ledgo Pricing
Starter | Professional | Business | Enterprise |
|---|---|---|---|
$49 per month | $129 per month | $249 per month | $399 per month |
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Disclaimer: The pricing details were last updated on Oct 12, 2026 from the vendor's website. Please contact us for a tailored pricing list.
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Frequently Asked Questions
Can the Ledgo mobile app be used on Android and iPhone today?
Partly. The web app works in any phone browser now. The native app is in testing: Android can be installed from the website, and the iPhone app follows through the App Store.
Can managers report on how many calls each salesperson makes?
Yes. The site lists reports of calls per person. Each call outcome, note, and next follow-up is logged in one sheet, and the history of every logged call stays on the record.
Can sales targets be set by deal count instead of revenue?
Yes. Monthly targets can be set by amount or by count, for the team and for each person. Days left and progress appear on My day, and changes to targets are logged in history.
Can Ledgo create tasks automatically for neglected records?
Yes. A daily sweep creates tasks for owners of records with no next step or with follow-ups overdue by a set number of days. An Assist draft is included when Assist is on.
How long does Ledgo keep backup copies of workspace records?
A copy of every record is taken nightly and kept for 14 days, and one copy per month is kept for a year. A second copy is stored in a separate location.