Cycling through all six. Tap any point to stop.

Measured on six things

AI-powered CRM: every chat, call and inquiry in one place.

Growth

Sharp wedge: WhatsApp-on-your-own-number inbox, one next follow-up per lead, quotes→numbered invoices, flat per-company pricing. Real SMB segment, but HubSpot and regional chat-CRMs crowd the space.

Screenshots

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Ledgo CRM

About this app

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. Quotes come from a catalog with tax per line, are signed online and become numbered invoices. Assist summarizes conversations, suggests the next step and drafts replies, on Business and Enterprise plans, switched on per workspace; team members still send the messages. Plans are per company with users included, from $39 a month, with a 14-day trial that needs no card.

Key features

1Shared inbox across WhatsApp (own number), website chat, Instagram, Messenger, Telegram and SMS, with conversations assigned and kept on the customer record.
2One next follow-up per lead plus a per-person daily list (overdue, due today, new) and manager view of team load.
3Catalog quotes with tax per line, online customer sign-off, converting to numbered invoices with part payments and overdue tracking.
4Ledgo Assist AI (Business/Enterprise): summarizes conversations, suggests next steps, drafts replies — humans still send.
5Flat per-company pricing with users included, from $39/mo yearly, 14-day no-card trial.

Target customer profile

Drawn from the product itself, not from a survey.

Demographic

Sales teams of 5 to 50 people in services, retail and B2B

Pain points

Leads slip through cracks, follow-ups forgotten, WhatsApp chats scattered across personal phones

Primary needs

Shared inbox, one next follow-up on every lead, simple pipeline

Demographic

Companies with 50 to 250 users or more, across teams and branches

Pain points

No clear view of who followed up, quotes take too long, customer records scattered

Primary needs

Assigned conversations, quotes from a catalog, numbered invoices, team reports

Demographic

Real estate, travel and service companies that sell over chat and phone

Pain points

Inquiries arrive on many channels, replies come late, quotes get lost

Primary needs

Every channel in one inbox, one daily list per person, quotes signed online

Scout Review

Written by AI from measured evidence, scored out of 100.

Ledgo CRM is a well-positioned SMB sales CRM with a genuinely fast site, a clean signup, transparent per-company pricing and a sharp WhatsApp-first wedge. The product story is coherent: shared inbox across WhatsApp/chat/Instagram/Messenger/Telegram/SMS, one next follow-up per lead, a daily list per person, catalog quotes with tax that become numbered invoices, and AI Assist on Business and above. The gaps are the ones you'd expect at this stage — no SOC 2 or bug bounty, SSO gated to Enterprise, docs that are education rather than how-to, and no accessibility statement. Against HubSpot it wins on price and chat-native workflow; it loses on ecosystem, integrations and enterprise trust signals.

Measure by measure

Usability

Signup is a four-field form with a no-card 14-day trial and spreadsheet import; pricing publishes a full plan-by-plan matrix. Guides exist but read as CRM education, not step-by-step product docs.

Design

Cohesive brand, dark hero, and genuinely detailed product mockups (inbox, kanban, quote doc, mobile) instead of stock art. Dense, text-heavy landing page but disciplined spacing and typography. Judged the marketing site, not an app UI.

Speed

Lighthouse mobile 99/100 (LCP 1.1s, CLS 0, TBT 111ms) and desktop 100/100. Genuinely fast, well-optimized marketing site with no measured lag signals.

Security

HTTPS+HSTS, frame protection, Referrer/Permissions-Policy, SPF+DMARC all present; CSP missing. Site claims DB-level workspace isolation, role-based access, change logging and multi-location backups. No SOC 2/ISO or bug bounty found; SSO is Enterprise-only.

Accessibility

Lighthouse accessibility 97/100 with only two failing audits (color contrast, label/accessible-name mismatch). Responsive site and described mobile browser experience; no WCAG statement or a11y page found.

Growth

Improvement areas

Documentation is CRM education, not task-level how-to for setup, WhatsApp connection or imports.
No SOC 2/ISO or bug bounty; SSO restricted to Enterprise — weak trust signals for the 50–250 user segment.
Two Lighthouse accessibility failures (color contrast, label/accessible-name) and no WCAG statement.
Native iOS/Android app still 'in testing'; no public integrations/API ecosystem described.

Design & Usability

Ledgo's site is a confident, cohesive pitch: dark hero, real product mockups of the inbox, kanban board, quote document and mobile view, and copy that names the exact pain (WhatsApp threads on personal phones, forgotten follow-ups). Signup is four fields, the trial is 14 days with no card, and the pricing page publishes a full plan-by-plan matrix so you can see exactly what each tier unlocks. The weak spot is documentation: the 'guides' section is CRM education ('What is a CRM?') rather than task-level help for connecting a WhatsApp number or importing a spreadsheet. A buyer can evaluate the product quickly; a new user has less to lean on once they're inside.

Speed & Security

Speed is the standout: Lighthouse mobile 99/100 with LCP 1.1s, CLS 0 and TBT 111ms, and desktop 100/100 — the marketing site is genuinely snappy. Security is solid-but-unproven: HTTPS with HSTS, frame protection, Referrer and Permissions-Policy, plus SPF and DMARC, and the site claims database-level workspace isolation, role-based access, change logging and multi-location nightly backups. What's missing is third-party proof — no SOC 2, ISO or bug bounty found — and SSO is reserved for the Enterprise tier, which is a real gap for the 50–250 user segment the product explicitly targets.

Accessibility & Growth

Accessibility scores 97/100 on Lighthouse with only two failing audits (color contrast and a label/accessible-name mismatch) — strong for an early-stage SaaS, though there's no WCAG statement or dedicated a11y page. On growth, the idea holds up: a specific SMB segment (5–250 user sales teams selling over WhatsApp and chat), a concrete differentiator (WhatsApp on the company's own number, one next follow-up per lead, quotes-with-tax that become numbered invoices), and flat per-company pricing that undercuts per-seat incumbents like HubSpot. The limit is defensibility — chat-inbox CRMs are a crowded category and the wedge is copyable; the moat has to come from execution and the quote-to-invoice workflow.

Conclusion

If you're a 5–50 person services, retail or B2B team living in WhatsApp and losing deals to forgotten follow-ups, Ledgo is worth the 14-day trial — the workflow it describes is exactly the one those teams actually run. If you need SOC 2, SSO on every tier, deep integrations or a mature app ecosystem, this isn't there yet. Start the trial, import a spreadsheet, and see whether the daily list changes how your team works before you commit to a year.

Suggestions for improvement

Publish task-level docs: connect WhatsApp, import contacts, build a pipeline, send a quote — not just 'What is a CRM?'
Add a security/trust page with SOC 2 roadmap, subprocessors and data-residency details; consider a bug bounty.
Move SSO down to Business or offer it as an add-on — the 50–250 user segment expects it.
Fix the two Lighthouse a11y failures (contrast, label/name) and publish a short accessibility statement.

How we score

Alternatives comparison

Named competitors, point by point. Nobody paid to appear here or to be left out.

	Ledgo CRM	HubSpot CRM
Pricing model	Flat per company: $39–$199/mo yearly, users included (5/50/100), $3 per extra user	Per-seat tiers (free tier, then paid Starter/Professional/Enterprise per user per month)
WhatsApp / multi-channel inbox	WhatsApp on the company's own number, website chat, Instagram, Messenger, Telegram, SMS in one assigned inbox	Inbox and messaging via HubSpot channels/integrations; WhatsApp requires connected channel setup
Follow-up discipline	One next follow-up per lead, per-person daily list (overdue/today/new), manager load view	Tasks, sequences and workflows; more configurable, less opinionated out of the box
Quotes and invoices	Catalog quotes with tax per line, online sign-off, auto numbered invoices with part payments	Quotes via CPQ/Commerce Hub on higher tiers; invoicing typically via integrations
AI assistance	Ledgo Assist on Business/Enterprise: summarize, suggest next step, draft replies (human sends)	Breeze AI copilots/agents across the platform, tier-dependent
Security & compliance signals	HTTPS/HSTS, DB-level isolation claims, backups; no SOC 2/ISO found; SSO on Enterprise only	Mature compliance program (SOC 2, ISO), SSO on higher tiers, large security documentation
Ecosystem & integrations	Focused built-in channels and workflow; no broad public integration marketplace described	Large app marketplace plus marketing, service and CMS hubs