Included
Contacts & customer records
Keep customer details, conversations, appointments, notes, tasks, opportunities and activity connected to one record.
LeadLite features
One platform.A lot less softwareto keep up with.
Every tool inside LeadLite, in one place: CRM, calls and texts, AI agents, booking, payments, automations, reviews, marketing, websites and reporting. Search it, filter it, and see what's included.
Starter and Pro include the same core platform. Plans differ by team size.
How the plans work
Same platform.
No feature maze.
We keep the software separate from the things that cost more when you use them. That keeps the plans simple, and you never find a feature locked behind a higher tier.
01
The core is included
CRM, pipelines, booking, automations, forms, payments, reviews, reporting, websites, social tools and the mobile app come with Starter and Pro.
Included02
Usage follows activity
Phone numbers, calls, texts, email sending, AI and a few premium actions are billed by what you actually use.
Usage-based03
Add only what you need
LiteBot, LiteBooker, WhatsApp, listings, SEO tools and deeper custom work stay optional, so you never pay for extras you don't use.
Optional add-onRecently added
The platform keeps
getting better.
New tools land in LeadLite all the time, and your plan gets them without an upgrade. A few of the latest that matter most to service businesses:
Capability reference
Find the feature
you're looking for.
Search by what you need, or pick a category. Every tool shows whether it's included, billed by use or an optional add-on.
137 features
IncludedUsage-basedOptional add-onLeadLite add-onCustom / by quote
CRM & Data 13
Included
Companies
Group multiple contacts under the businesses or organizations they belong to.
Included
Custom fields
Capture the business-specific details your team actually needs on contacts and opportunities.
Included
Custom Objects
Track records beyond contacts and opportunities, such as properties, vehicles, pets, policies, cases or equipment.
Included
Object associations
Connect custom records back to contacts and related business records.
Included
Smart Lists & segmentation
Filter and save dynamic groups based on customer data, activity, tags and custom fields.
Included
Pipelines & opportunities
Move leads and customers through visual stages with owners, values, status and next actions.
Included
Opportunity custom fields
Store deal-specific or job-specific details directly on opportunities.
Included
Tasks, notes & activity history
Keep internal follow-up and customer history visible to the team.
Included
Tags & bulk actions
Organize, update and act on groups of records without editing them one by one.
Included
Import & export
Bring data in, clean it up and move supported records when needed.
Included
User roles & permissions
Control which modules, data and actions each team member can access.
Included
Assigned-data visibility
Limit users to the records and opportunities assigned to them when appropriate.
Conversations & Phone 13
Included
Unified conversations inbox
Bring customer messages and supported channels into one shared workspace.
Usage-based
Two-way SMS & MMS
Text customers from the platform and keep the thread tied to the customer record.
Usage-based
Business email conversations
Send and receive supported email directly inside LeadLite.
Usage-based
Inbound & outbound calling
Make and receive business calls while keeping activity connected to CRM records.
Usage-basedNew
Ring the whole team
Ring up to six teammates at once on incoming calls, and see which ad or source brought the caller in.
Usage-based
Business phone numbers
Provision supported local or toll-free numbers for calling and messaging.
Included
Voicemail & call activity
Keep missed calls, voicemail and call history connected to the conversation record.
Included
Missed-call text back
Automatically acknowledge missed callers so a lead is not left wondering if anyone saw the call.
Included
Website live chat
Let site visitors start a real-time conversation that lands inside the same inbox.
Included
All-in-one chat widget
Offer supported contact options such as live chat, SMS/email, social messaging, WhatsApp or Voice AI from one widget.
Included
Facebook & Instagram messaging
Bring supported social conversations into the LeadLite inbox after the accounts are connected.
IncludedNew
TikTok messages
Answer TikTok DMs from the same inbox (US business accounts).
Optional add-on
WhatsApp messaging & calling
Add WhatsApp as a connected customer communication channel where available.
Booking & Scheduling 14
Included
Personal calendars
Give individual team members their own booking availability and links.
Included
Round-robin calendars
Distribute appointments across a team based on availability or balanced assignment.
Included
Collective calendars
Require multiple team members or resources to be available for the same booking.
Included
Class & group bookings
Schedule sessions that allow multiple attendees where the workflow calls for it.
Included
Service calendars
Create bookable services with duration, staff availability and payment settings.
Included
Service menus
Present multiple services in one branded booking experience.
Included
Service variations
Offer different versions, durations or pricing options for a service.
Included
Service add-ons
Let customers select optional extras that can change price or duration.
Included
Rooms, equipment & resources
Prevent double booking of shared resources required to deliver a service.
IncludedNew
Rentals
Rent out equipment, vehicles or spaces by the hour or day, with availability and payment built in.
Included
Payments during booking
Collect supported payments or deposits as part of the scheduling flow.
Included
Calendar sync
Connect supported external calendars to reduce scheduling conflicts.
Included
Appointment reminders & follow-up
Trigger confirmations, reminders, no-show follow-up and post-appointment actions.
LeadLite add-on
LiteBooker
Add more customized intake, calculations, pricing logic, booking flows and cross-platform connections.
Forms & Intake 9
Included
Forms
Capture leads, requests, registrations and customer information directly into LeadLite.
Included
Surveys
Collect multi-step responses and route people based on what they tell you.
Included
Quizzes
Create scored or outcome-based experiences where useful.
Included
Conditional logic
Show, hide, redirect, disqualify or change the path based on a respondent’s answers.
Included
File uploads
Collect supported files as part of forms or surveys.
Included
Signatures
Capture signatures in supported form and survey workflows.
Included
Payment-enabled forms
Collect customer information and supported payment in the same flow.
Included
Custom-object & company forms
Write structured form responses into business-specific records, not only contact fields.
Included
Forms inside sites & funnels
Build, reuse and manage forms without leaving the page builder.
Automation 10
Included
Workflow automation
Build trigger-based processes for follow-up, routing, tasks, updates, reminders and more.
Included
Large trigger & action library
Start automation from customer, appointment, payment, form, opportunity and other supported events.
Included
If/else branching
Send people down different paths based on data, behavior or workflow conditions.
Included
Waits, timing & business-hour logic
Control when automations continue so follow-up happens at the right time.
Included
Lead assignment & routing
Assign owners, move opportunities and route work based on rules.
Included
Workflow recipes
Start from reusable automation patterns instead of rebuilding every process from scratch.
Usage-based
Premium workflow actions
Use advanced integrations such as supported webhooks, external tools and premium actions when needed.
Usage-based
Custom code actions
Run supported custom JavaScript inside workflows for logic the standard action library does not cover.
Usage-based
External AI models in workflows
Use supported external AI models inside automation when a workflow needs specialized generation or analysis.
Optional add-on
Marketplace automation apps
Extend workflows with connected marketplace apps and paid actions where required.
Payments & Sales 14
Included
Products & prices
Create service, digital, physical, one-time and recurring offers.
Included
Payment links
Send customers a hosted checkout without requiring a full website or funnel.
Included
Tap to Pay on iPhone
Take card and phone payments on site from the mobile app, with no card reader.
Included
Invoices
Create, send and track invoices from the same customer system.
Included
Recurring invoices
Automate invoices that repeat on a schedule.
Included
Estimates & proposals
Present pricing and proposed work before a customer commits.
Included
Documents & contracts
Create, send and track proposals, agreements and other customer documents.
Included
E-signatures
Collect electronic signatures on proposals, agreements and other documents.
Included
Payments inside documents
Combine agreement and payment steps where the job calls for it.
Included
Subscriptions & recurring products
Sell recurring offers and supported trials through connected checkout experiences.
Included
Orders & transactions
Track purchase and payment activity in the same platform.
Included
E-commerce stores
Sell products through built-in store and checkout experiences.
Included
Stores inside funnels
Place product browsing, cart and checkout directly inside a funnel flow.
Included
Payment provider connections
Connect supported processors such as Stripe, PayPal, Square and other available providers.
Marketing & Web 15
Usage-based
Email marketing
Create, schedule and track email campaigns without exporting the audience to another platform.
Usage-based
SMS marketing
Send campaign and automation messages to opted-in contacts from the same CRM.
Included
Email templates
Reuse branded layouts and messages across campaigns and workflows.
Included
Smart Send
Use engagement history to recommend better send timing when enough data is available.
Included
Social Planner
Create, schedule and track social content across supported networks from one calendar.
Included
Website builder
Build responsive websites with custom domains, forms, tracking and SEO controls.
Included
Funnel builder
Build focused lead-capture, appointment and sales flows.
Included
Blogs
Publish articles with authors, categories and basic SEO controls.
Included
Domain management
Connect and manage supported domains for sites, funnels and other LeadLite experiences.
Included
Ad Manager
Create, manage and analyze supported ad campaigns from inside the platform.
Optional add-on
Prospecting tools
Use available prospecting and website-analysis tools where they fit your growth process.
Included
SEO controls
Manage page titles, descriptions and other supported site/funnel SEO settings.
Optional add-on
WordPress hosting
Host and manage supported WordPress sites through the platform when enabled.
Usage-based
Email validation
Check supported email addresses for deliverability before sending to improve list quality and reduce invalid sends.
Optional add-on
Domain purchasing
Purchase and manage supported domains through the platform where enabled.
Reputation & Local 9
Included
Automated review requests
Ask customers for reviews by SMS or email after the moments you choose.
IncludedNew
Review monitoring on 50+ sites
Connect the review sites your customers use and see every new review in one feed.
Included
Reputation dashboard
Track invitations, reviews, average rating, trends and recent activity.
Included
Google Business Profile connection
Connect supported GBP features for reviews, posts and customer paths.
Included
Review response workflows
Keep review follow-up organized and automate supported response processes.
Included
Competitor analysis
Compare reputation signals with selected competitors where available.
Included
Video testimonials
Collect and use customer video testimonials inside supported reputation workflows.
Optional add-on
Online Listings
Keep core business information consistent across a large network of directories.
Optional add-on
SEO toolkit
Add deeper keyword, audit, backlink, content and local SEO tooling when needed.
Client Experience 8
Included
Unified Client Portal
Give customers one login for supported courses, communities, billing, files and account resources.
Included
Courses
Create and sell structured learning content and offers.
Included
Communities
Run customer or member communities on the same platform.
Included
Paid courses
Sell paid learning experiences inside supported community flows.
Included
Certificates
Create and issue completion certificates for supported learning experiences.
Included
Affiliate management
Manage supported affiliate campaigns, links and commissions through the client experience.
Optional add-on
Branded client portal app
Offer a dedicated branded mobile app for supported client-portal/community experiences.
Custom / by quote
Compliance upgrades
Enable specialized compliance configurations such as HIPAA where required, available and properly scoped.
Reporting & Mobile 10
Included
Custom dashboards
Build dashboard views around the metrics your team actually watches.
Included
Custom reports
Create tailored reports instead of relying only on fixed system dashboards.
Included
Scheduled PDF reports
Schedule supported custom reports to be delivered as PDFs.
Included
Sales & opportunity reporting
Track pipeline movement, values and team activity.
Included
Marketing & campaign reporting
Review supported email, ad, attribution and campaign performance in one environment.
Included
Appointment reporting
Understand booking volume and scheduling performance.
Included
Payment reporting
Review orders, invoices, transactions and supported revenue data.
Included
Mobile app access
Manage conversations, contacts, calendars and sales activity away from the desktop through the supported mobile app experience.
Included
Mobile pipeline
Customize opportunity cards and take quick actions from the redesigned mobile pipeline experience.
Included
Service calendars on mobile
View and create supported service appointments directly from the mobile app.
AI & Assisted Work 12
Usage-based
Ask AI workspace assistant
Use an AI-first assistant to create content, answer questions and perform supported actions across the workspace.
Usage-basedNew
Conversation AI
AI that answers texts, DMs, web chat and email, collects details, books and hands off to your team.
Usage-based
Voice AI
An AI receptionist that answers or places calls, answers questions, books appointments and takes messages.
Usage-based
Content AI
Generate supported marketing text and images inside the platform.
Usage-basedNew
Reviews AI
Draft or post replies to Google and Facebook reviews automatically, in your voice.
Included
Email AI
Use AI assistance while creating supported email content.
Included
Funnel & Website AI
Generate and edit supported pages from prompts, guided inputs, URLs or image references.
IncludedNew
Workflow AI
Describe an automation in a sentence and get a working workflow to review and publish.
Usage-basedNew
AI agent workflow steps
Drop an AI agent into any workflow to answer, qualify or decide, then hand back to your rules.
Included
Knowledge Base
Give supported AI experiences access to approved business knowledge and source material.
Usage-basedNew
AI agents you describe
Describe a job in plain English and get an agent that runs on a schedule or when something happens.
LeadLite add-on
LiteBot
Add LeadLite-configured chat, voice and specialist agent experiences with deeper actions, routing and integrations.
Integrations & Extensibility 10
Included
Payment processor integrations
Connect supported payment providers to checkout, invoices, forms, stores and other payment experiences.
Included
QuickBooks Online sync
Send new invoices and payments to QuickBooks Online automatically.
Included
Calendar integrations
Connect supported external calendars to availability and appointment workflows.
Included
Social & Google integrations
Connect supported Google Business Profile and social channels to messaging, publishing and lead flows.
Custom / by quote
API access
Use supported APIs and private integrations when the workflow requires deeper system access.
Usage-based
Outbound webhooks
Send structured data from LeadLite to external systems in real time through supported premium workflow actions.
Usage-based
Inbound webhooks
Receive data from external systems into advanced workflows.
Optional add-on
Marketplace apps
Add supported third-party and marketplace functionality when required.
Custom / by quote
Zapier, Make & automation bridges
Connect LeadLite to outside software through supported automation layers when native connections are not enough.
Custom / by quote
Custom integrations
Scope APIs, middleware, external databases and unusual system connections when a business needs something beyond the maintained stack.
No feature matches that search. Try another word, or ask us on a demo.
What's available can depend on how your account is set up, which providers you connect and the workflow you're building. Usage rates are on the usage rates page.
Optional extras
The core is broad.
The extras stay optional.
Some tools sit outside the core because they need extra setup, premium engines or custom work. Add them when they solve a real problem.
LeadLite add-onLiteBot
A done-for-you AI front desk for chat and phone that answers, qualifies, schedules and hands off.
LeadLite add-onLiteBookerGuided online intake with your own pricing rules, booking, deposits and payments.
Custom by Wizard Web ServiceBuilt for youWhatsApp, online listings, SEO tools, custom integrations and full setup, planned and built by our team.
Questions & answers
Questions,
answered.
What's included, what costs extra, and what happens when new features arrive.
Do Starter and Pro have different features?
Both plans include the same LeadLite core. Starter is for up to 3 users, and Pro is for bigger teams and adds our custom booking and AI receptionist tools, plus priority support. See the pricing page for the full comparison.
What does "usage-based" mean?
Some tools cost more the more you use them, like phone numbers, calls, texts, email sending and AI. Those are billed by actual use on top of your plan. Current rates are on the usage rates page.
Do I get new features automatically?
Yes. New tools are added to the platform regularly, and your account gets them without changing plans. Some new tools start in beta before they're switched on for everyone.
Can LeadLite replace the apps I use now?
For most service businesses, LeadLite covers the CRM, phone and texting, calendar, invoicing, reviews, email and social posting in one place. You can keep the tools that still earn their place and connect them through integrations.
Can someone set it all up for me?
Yes. Wizard Web Service can set up and migrate LeadLite, configure LiteBot and LiteBooker, build custom workflows, train your team and manage it ongoing. The first consultation is free.
Features matter more
when they work together.
See how LeadLite connects every lead, booking, payment and follow-up on one customer record.
Rather see it live? Book a demo →