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Ledgo CRM

AI Business ToolsPaidWeb, Mobile (mobile-ready web app)

A per-company sales CRM that puts WhatsApp, live chat, and every lead follow-up into one shared inbox, starting at $39/month for a team of

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72
Editor's Score
Reviewed by our team
Capability
19
Ease of use
20
Value
21
Delivery
12
Ledgo CRM screenshot 1
Ledgo CRM screenshot 2
Ledgo CRM screenshot 3
The short verdict

Ledgo CRM is the clearest fit for small and mid-size sales teams that live in WhatsApp and need one place to track every lead, conversation, and follow-up without paying per seat. Its flat per-company pricing undercuts per-user rivals sharply, but the AI assistant and API access are locked behind the $199/month Business tier, which is a real jump from the $99 Professional plan. Teams that need deep reporting or native integrations with Salesforce or HubSpot should look at ClearCRM instead.

Best for
Small to mid-size sales teams consolidating WhatsApp, chat, and CRM into one tool
Pricing
Paid
Free tier
No
Category
AI Business Tools

What is Ledgo CRM?

Ledgo is an AI-powered sales CRM for companies of any size, from a team of five to 250 users and more. The shared inbox takes WhatsApp, website chat, Instagram, Messenger, Telegram and SMS; each conversation is assigned to one person and kept on the customer's record. Every lead carries one next follow-up, and each person starts the day with one list. The AI assistant drafts replies and summarizes a customer's history. Quotes come from a catalog with tax per line, are signed online and become numbered invoices. Plans are per company with users included, from $39 a month paid yearly, WhatsApp included. There is a 14-day trial that needs no card.

How we scored Ledgo CRM

Capability lands at 19 because the core inbox-plus-pipeline combination is genuinely well-designed and the per-company user model is unusual, but the AI assistant, API, and webhooks are all locked to the $199 Business tier, leaving Professional-tier teams with a notably thinner feature set than competitors at similar price points. Ease of use scores 20 because the no-card trial, no-contract policy, and clearly structured onboarding lower friction significantly, and the single-follow-up-per-lead model reduces cognitive overhead for new users. Value scores 21 because the flat per-company pricing is a real structural advantage: a 20-person team pays $99/month on Professional versus $200 to $400/month on per-seat rivals, which is a concrete and verifiable saving. Delivery scores 12 because no independent user reviews, trust signals, or third-party coverage for Ledgo CRM were findable in search, making it impossible to verify that the product delivers what the pricing page describes; the score reflects genuine uncertainty rather than a documented problem, but a directory reader deserves to know the evidence base is thin.

Pros and cons

What we liked

  • Per-company pricing covers 5 to 100 users on a single plan, making it significantly cheaper than per-seat rivals for teams of 10 or more.
  • Built-in WhatsApp inbox (using the team's own number), live chat, Telegram, and other channels are included at every tier, not sold as add-ons.
  • Quotes, online signing, and numbered invoices are native to the platform, removing the need for a separate quoting tool.

Where it falls short

  • The AI assistant (Ledgo Assist), REST API, webhooks, and custom roles are all locked to the Business tier at $199/month; a Professional-tier team at $99/month gets none of these, which is a significant gap between the two most common paid tiers.
  • The Starter plan caps contacts at 5,000, pipelines at 2, inbox channels at 2, and automation rules at 5, which a modestly active sales team can outgrow quickly without an obvious mid-point before the $99 Professional plan.
  • No evidence of native integrations with major third-party CRMs, ERPs, or marketing platforms beyond the built-in channels; teams that need Salesforce or HubSpot data sync will need to build against the API, which itself requires Business or Enterprise.

Key features

Shared Multi-Channel Inbox
Aggregates WhatsApp (team's own number), website live chat, Telegram, Instagram, Messenger, and SMS into one inbox. Each conversation is assigned to one team member and linked to the customer's CRM record.
Lead and Deal Pipelines
Visual pipelines for leads, deals, contacts, and companies. Starter includes 2 pipelines; Professional adds up to 10; Business and Enterprise offer unlimited pipelines.
My Day Follow-Up Queue
Each lead carries exactly one next follow-up action. Every user starts the day with a single prioritized list of those actions, enforcing a consistent follow-up discipline across the team.
Quotes and Invoices
Built-in quoting pulls from a product catalog with per-line tax calculation. Quotes can be signed online and convert to sequentially numbered invoices without leaving the platform.
Automation Rules
Trigger-based automation for lead assignment, follow-up creation, and pipeline movement. Starter allows 5 rules; Professional allows 50; Business and Enterprise are unlimited.
Marketing Segments and Campaigns
Available from the Professional tier, allowing teams to segment contacts and run outbound campaigns directly from the CRM without a separate marketing tool.
Ledgo Assist (AI)
Available on Business and Enterprise plans. Drafts replies, summarizes a customer's conversation history, and offers suggestions. Also exposed via an MCP server so external AI assistants can create leads, set follow-ups, and move deals using the user's own permissions.
REST API, Webhooks, and MCP Server
Business and Enterprise plans include per-workspace API keys, signed outgoing webhooks, and an MCP server connection. Every API call runs through the same permissions as the app and is audited.
Custom Roles and White-Label Branding
Business and Enterprise plans support custom permission roles beyond the built-in set, and allow the team's own branding on sign-in pages, web forms, and chat widgets.
Reports and Sales Analytics
Available from the Professional tier. Tracks pipeline performance and sales activity; detailed reporting is not available on the Starter plan.

Ledgo CRM pricing

No free tier

Four tiers, all priced per company per month with users included. Starter is $39/month (paid yearly) for 5 users. Professional is $99/month (paid yearly) for 50 users, with extra users at $3 each. Business is $199/month (paid yearly) for 100 users, also $3 per extra user. Enterprise starts at $399/month (paid yearly) for 250 users with dedicated hosting. All plans start with a 14-day free trial of Business features; no credit card required.

PlanPriceWho it is for
Starter$39/moPaid yearly ($49/month paid monthly). 5 users included. Leads, deals, contacts, companies, My Day follow-up queue, quotes and invoices, WhatsApp with own number, inbox with live chat and web forms, mobile-ready. Limits: 5,000 contacts, 2 pipelines, 2 inbox channels, 5 automation rules, 3 web forms, 20 custom fields, 24 GB file storage.
Professional$99/moPaid yearly ($129/month paid monthly). 50 users included; extra users at $3/month each. Everything in Starter plus up to 10 inbox channels, automation rules, reports and sales analytics, custom fields with import/export, marketing segments and campaigns. Limits: 50,000 contacts, 10 pipelines, 10 inbox channels, 50 automation rules, 25 web forms, 100 custom fields, 100 GB file storage.
Business$199/moPaid yearly ($249/month paid monthly). 100 users included; extra users at $3/month each. Everything in Professional plus backup restores, unlimited pipelines, Ledgo Assist (AI), REST API and webhooks, custom roles and permissions, white-label branding, priority support. Limits: unlimited contacts, pipelines, inbox channels, automation rules, web forms, and custom fields; 1 TB file storage.
EnterpriseFrom $399/moPaid yearly only; dedicated installation. 250 users included; more by arrangement. Everything in Business plus dedicated hosting instance or region, custom domain, single sign-on (SSO), onboarding and data migration assistance, uptime agreement. 3 TB file storage.

Pricing reflects what we saw at time of review (2026-11). Always confirm current pricing on the tool's own site.

Who should use Ledgo CRM?

Ledgo fits a sales team of roughly 5 to 50 people that currently manages leads in spreadsheets or WhatsApp group chats and needs a single place where every conversation, quote, and follow-up is visible to the whole team. A five-person agency handling inbound inquiries across WhatsApp and a website chat widget gets the full Starter feature set for $39/month, which is hard to match on a per-seat basis. The Professional plan at $99/month for up to 50 users is particularly strong value for growing teams that need automation rules, marketing segments, and reporting without paying per head.

Teams that need the AI drafting and API access from day one will find the $199/month Business tier is the real entry point for those features, which may feel steep for a team of five or six. If your primary need is a CRM with deep third-party integrations (Salesforce, HubSpot, or similar) rather than a built-in inbox, ClearCRM is worth evaluating as an alternative already in this directory.

Skip it if: Teams needing API access or AI features below the $199/month Business tier

Ledgo CRM alternatives

Compare Ledgo CRM alternatives side by side

Frequently asked questions

Do I need a credit card to start the trial?+

No. The 14-day trial gives access to all Business plan features and requires no credit card to start.

How does the per-company pricing work for growing teams?+

Each plan includes a set number of users: 5 on Starter, 50 on Professional, 100 on Business, and 250 on Enterprise. On Professional and Business, extra users cost $3 per user per month. Enterprise pricing for additional users is by arrangement.

Which plan includes the AI assistant?+

Ledgo Assist, which drafts replies and summarizes customer history, is available only on the Business plan ($199/month paid yearly) and Enterprise. It is not included in Starter or Professional.

Is the REST API available on all plans?+

No. The REST API, outgoing webhooks, and the MCP server connection are available only on Business and Enterprise plans. Professional and Starter teams cannot access the API.

What messaging channels does the inbox support?+

The inbox supports WhatsApp (using the team's own number), website live chat, web forms, Telegram, Instagram, Messenger, and SMS. The number of active inbox channels is capped at 2 on Starter, 10 on Professional, and unlimited on Business and Enterprise.

Can I change plans without a contract?+

Yes. Ledgo charges no setup fee, no onboarding fee, and no contract. Plans can be changed at any time.

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