Optional add-on
LiteBot
An AI front desk for chat and phone that answers questions, collects details and books the next step.
- Answers common questions
- Collects lead details
- Qualifies and routes
- Books the right appointment
The LeadLite platform
Every lead, bookingand payment.One platform.
LeadLite puts your calls, texts, social messages, AI agents, calendars, invoices, automations and reviews on one customer record. Your team always sees what happened and what happens next.
Starter $97/mo · Pro $197/mo · LiteBot and LiteBooker are optional
What's inside
One complete core.
Add help where it pays.
Starter and Pro both run the full LeadLite core. LiteBot and LiteBooker plug into it as optional add-ons, so you only pay for extra help where it solves a real bottleneck.
Included in Starter and Pro
LeadLite Core
The connected customer system your team uses every day, on the web and on your phone.
CRM & pipelinesShared inboxCalls & textsAI agentsCalendarsOnline bookingEstimates & invoicesPaymentsAutomationsReviewsWebsites & formsEmail & socialReportingMobile app
See every capability
Optional add-on
LiteBooker
A guided estimate and booking flow built around your service rules, so the job is ready before it hits the calendar.
- Conditional questions
- Pricing rules and ranges
- Photo and file uploads
- Deposits and next-step routing
Calling, texting, email, AI and payment processing are billed by use where they apply.See usage rates
From first message to five stars
Follow one lead
through LeadLite.
Seven moments where most businesses lose time, money or the customer. Here's what each one looks like when it all runs on one record.
-
01Capture
Every message lands
in one inbox.Calls, texts, email, Facebook, Instagram, WhatsApp and website chat all arrive in one shared inbox, on the customer's record. Missed a call? LeadLite can text them back right away.
Shared inboxMissed-call text backCall recording -
02Answer
AI agents answer
while you're on the job.A voice agent picks up the phone, answers questions from your own knowledge base and books the visit. Text and chat agents do the same in your texts, DMs, web chat and email, day or night.
Voice AIConversation AIKnowledge base -
03Quote
Customers see a price
without a phone call.Online booking forms ask the questions that matter, add up the price as they answer, and let customers pick a time. You get a better-prepared job and fewer back-and-forth texts.
Online bookingLive pricingLiteBooker (optional) -
04Book
The calendar fills
itself, fairly.Bookings land on the right calendar and the right person, with round robin across your team. Confirmations and reminders go out automatically, so fewer customers forget.
Team calendarsRound robinReminders -
05Get paid
Send it by text.
Get paid by tap.Turn an approved estimate into an invoice, take deposits, send text-to-pay links, and accept cards, Apple Pay and Google Pay. Tap to Pay on iPhone takes payment on site, with no card reader.
Estimates → invoicesText-to-payTap to PayQuickBooks Online -
06Follow up
Every job on one board,
every dollar in view.The pipeline shows where each lead and job stands, what it's worth and who owns it. Quotes that go quiet get a follow-up on their own, and nothing sits in a stage forgotten.
PipelinesTasksQuote follow-up -
07Get reviewed
Happy customers
become five stars.Review requests go out after the job. AI drafts or posts replies on Google and Facebook, and LeadLite watches more than 50 review sites so you see every new review in one place.
Review requestsAI review replies50+ review sites
All screens show demo data, not results from a real account. AI, calling and texting are billed by use.
Automations
Describe it in a sentence.
LeadLite builds the workflow.
Tell the AI builder what should happen and it lays out the triggers, messages, waits and branches for you. Check it, tweak it, publish it.
Start from anything
A form, a missed call, a booking, a payment, a new review, a pipeline stage or a date.
Let AI do a step
Drop an AI agent into a workflow to answer, qualify or decide, then hand back to your rules.
Branch on what happens
Booked goes one way, not booked goes another. Every lead gets the right next message.
AI built in
An AI team that works
the front desk with you.
Answer the phone, reply to messages, follow up on old quotes and write your marketing. Train it once on your business and it gets to work.
Voice AI
An AI receptionist that answers and books.
It picks up when your team can't, answers questions about your services and books the visit right on your calendar.
Conversation AI
Replies in every channel.
Texts, DMs, web chat and email get a fast, on-brand answer, and a booking link when they're ready.
AI agents
Describe a job. Get an agent.
Write what you need in plain English and LeadLite sets up an agent that does it on a schedule or when something happens.
Knowledge base
Trained on your business.
Point it at your website, FAQs and price sheets. Your AI agents answer from what you gave them.
Ask AI
An assistant inside the app.
Ask a question about your account or tell it to do the task, from your desk or your phone.
AI features are billed by use on top of your plan. See usage rates. Need it done for you? LiteBot is our done-for-you AI front desk.
On your phone
Run the business
from the truck.
Most owners aren't at a desk all day. The mobile app keeps the whole business in your pocket.
- Reply to every conversationTexts, calls, email and social messages, with the full history.
- Get the alert the moment it happensNew leads, bookings, payments and reviews.
- Take payment on the spotText-to-pay links, or Tap to Pay on iPhone with no card reader.
- Check the calendar and the customerEvery appointment, note and invoice, wherever you are.
Everything in the core
The everyday tools,
already connected.
Replace the stack of separate apps for your CRM, phone, calendar, invoicing, reviews and marketing. Every tool writes to the same customer record.
CRM & pipelines
Contacts, smart lists, tags, notes, tasks and a pipeline board for every lead and job.
Calls, texts & inbox
Business phone numbers, call recording, texting and one shared inbox for every channel.
Calendars & booking
Team calendars, round robin, service booking with deposits, and reminders that send themselves.
Estimates, invoices & payments
Product lists, estimates that turn into invoices, payment links, deposits and recurring billing.
Automations
Visual workflows with triggers, waits, branches and AI steps, or built for you from a sentence.
Reviews & reputation
Review requests by text and email, AI replies, and one feed for reviews from more than 50 sites.
Websites, funnels & forms
Pages, quote forms, surveys and chat widgets that drop every lead straight into the CRM.
Email, SMS & social
Campaigns to your customer list, plus a social planner for Facebook, Instagram, Google, TikTok and more.
Reporting & dashboards
See where leads come from, what got booked, what got paid and how fast your team answers.
Client portal & courses
Give customers one login for their invoices, files, courses and community.
Integrations
Keep the tools
you rely on.
LeadLite connects to the payment processors, calendars, ad platforms and automation tools service businesses already use, and syncs invoices and payments to QuickBooks Online.
See all integrations
Plans
Same complete core.
Pick the size that fits.
Run it yourself on Starter or Pro, or have Wizard Web Service plan, build and manage it around your business.
StarterUp to 3 users
$97/ mo
The complete LeadLite platform for solo operators and small teams: CRM, inbox, calendars, booking, payments, automations, reviews and the mobile app.
Start with StarterProMore than 3 users
$197/ mo
Everything in Starter with room for a bigger team, plus a custom online booking platform, a custom AI receptionist and scheduler, and priority support.
Choose ProWizard Web ServiceCustom built for you
Free consultation
Website and local search, LeadLite setup and migration, LiteBot and LiteBooker, custom workflows, team training and ongoing management.
Book a consultationCalling, texting, email, AI and payment processing are billed by use where they apply. See usage rates or compare plans in detail.
Questions & answers
Questions,
answered.
What the platform does, what it costs to run, and what happens when you switch.
What does the LeadLite platform include?
The core includes the CRM and pipelines, a shared inbox for calls, texts, email and social messages, calendars and online booking, estimates, invoices and payments, automations, review tools, websites and forms, email and social marketing, reporting and the mobile app. Starter and Pro both include the full core.
Do I need LiteBot or LiteBooker?
No. They're optional add-ons. LiteBot is a done-for-you AI front desk for chat and phone. LiteBooker is a guided estimate and booking flow built around your service rules. Add them when they solve a real bottleneck.
How is AI billed?
AI features, like voice and text agents, review replies and content tools, are billed by use on top of your plan, along with calling, texting and payment processing. Current rates are on the usage rates page.
Can I run it from my phone?
Yes. The mobile app lets you reply to conversations, get alerts for new leads, bookings and payments, check the calendar and customer history, send payment links and take payments with Tap to Pay on iPhone.
Can I bring my customers and tools with me?
Yes. You can import your contacts, keep the tools that still earn their place through integrations, and sync invoices and payments to QuickBooks Online. Wizard Web Service can handle the setup and migration for you.
Can someone set it up for me?
Yes. Wizard Web Service can plan and build your website and local search, set up and migrate LeadLite, configure LiteBot and LiteBooker, build custom workflows, train your team and manage it ongoing. The first consultation is free.
Put every lead on
one connected record.
Start your free trial, or book a demo and we'll walk you through LeadLite with your own business in mind.
Want it planned, built and managed for you? Book a free Wizard consultation →