LeadMachine & Ledo Knowledge Base
Everything you need to know about LeadMachine, the AI CRM built from day one around intelligence
About LeadMachine
What is LeadMachine?
LeadMachine is an AI-first CRM designed for small businesses, e-commerce brands, and growing sales teams. It captures leads from your website, store, and ads, enriches them automatically with AI, and tells you exactly who to contact and why. There’s no manual data entry, no complex setup, and no six-figure implementation budget. You sign up, connect your tools, and start selling.
What does "AI-first CRM" mean?
It means AI isn’t a feature we added — it’s the foundation we built on. Every part of LeadMachine was designed around Ledo, our AI assistant. Lead enrichment, pipeline prioritization, meeting prep, daily coaching, and natural language queries all run on AI by default. You don’t toggle it on or pay extra for it. It’s how the product works.
Who is LeadMachine built for?
LeadMachine is built for small businesses, Shopify store owners, sales teams under 50, agencies, and anyone who needs a CRM that works without a dedicated admin. If you’ve been burned by bloated enterprise tools or outgrown your spreadsheet, this is for you.
How is LeadMachine different from Salesforce, HubSpot, or Pipedrive?
Three things. First, AI is included at every pricing tier — no upsells, no add-on fees. Second, integrations like Shopify, WordPress, and Facebook Lead Ads are native, not middleware-dependent. Third, you’re set up in minutes, not months. LeadMachine was built for teams that sell, not teams that configure software.
Is LeadMachine a good CRM for Shopify stores?
Yes. LeadMachine has a native Shopify integration available on the Shopify App Store. One-click OAuth connects your store in under 60 seconds. Every customer, order, and purchase history syncs automatically with real-time webhooks. You get built-in lifetime value tracking, purchase analysis, and a unified dashboard — no Zapier or middleware required.
Is LeadMachine a good CRM for WordPress sites?
Yes. LeadMachine offers a free WordPress plugin that captures form submissions (including Contact Form 7 and Gravity Forms) and converts them into CRM leads automatically. Install, connect, done.
Ledo, Your AI Assistant
Who is Ledo?
Ledo is LeadMachine’s built-in AI assistant. He lives inside your CRM, has full access to your pipeline data, and works proactively, not just when you ask. Ledo enriches leads, summarizes contacts, coaches you with daily insights, and takes real actions like adding tags, creating tasks, and prepping you for calls.
What can Ledo actually do?
Ledo handles lead enrichment (finding social profiles, company details, firmographics), natural language queries (“Who are my top-spending customers?”), lead summarization, meeting preparation, pipeline prioritization, task creation, tag management, and daily coaching via “Ledo Says” dashboard insights. You can also text Ledo via SMS to manage your CRM on the go.
How is Ledo different from AI in other CRMs?
Most CRM AI is a search bar with a chatbot skin. It summarizes what you already see on screen. Ledo is different because he understands your data in context, surfaces opportunities you haven’t noticed, and takes action when you ask. He doesn’t add noise — he reduces it. That’s the difference between AI as a feature and AI as the foundation.
What is Focus Mode?
Focus Mode is LeadMachine’s AI-powered interface that replaces the traditional CRM dashboard. Instead of logging in to charts and filters, you see one prioritized action, the context behind it, a recommended channel (email, call, LinkedIn), a confidence score, and a button to execute. It’s designed for momentum, not monitoring.
Does Ledo have access to my customer data?
Yes, that’s the point. Ledo reads your pipeline, lead history, purchase data, notes, and engagement signals to give you accurate, context-aware guidance. Your data stays yours. We never sell it or use it to train external models.
Can I ask Ledo questions in plain English?
Yes. Ledo supports natural language queries. Ask things like “What’s the deal with Acme Corp?” or “Who should I follow up with this week?” and get real answers based on your actual data.
Features & Integrations
What integrations does LeadMachine support?
LeadMachine integrates natively with Shopify, WordPress (including Contact Form 7, Gravity Forms, and Webflow), Facebook Lead Ads, Google Calendar, MailChimp, and DecoNetwork. All integrations are included in your plan — no extra fees.
Does LeadMachine integrate with MailChimp?
Yes. LeadMachine offers bi-directional sync with MailChimp. Leads sync to audiences automatically with audience mapping, so you can segment, campaign, and track engagement without switching between tools.
Does LeadMachine connect to Google Calendar?
Yes. Google Calendar syncs your upcoming meetings to your LeadMachine dashboard. Ledo uses that data to prep you with lead context and conversation history before every call.
Does LeadMachine capture leads from Facebook ads?
Yes. Connect your Facebook page and leads from Facebook Lead Ads flow into your pipeline instantly via webhook. No CSV exports, no manual imports.
Does LeadMachine have lead enrichment?
Yes. LeadMachine enriches every lead automatically the moment they arrive. Our AI finds company details, industry, estimated revenue, tech stack, and social media profiles, giving you a complete picture before you even open the record. Enrichment uses publicly available data only.
Does LeadMachine support custom fields?
Yes. You can add custom fields to tailor your CRM to your specific business and track the data points that matter to you.
Does LeadMachine have sales pipelines?
Yes. LeadMachine includes customizable visual pipelines designed for your specific workflow. Track leads through stages, assign team members, and let Ledo surface the highest-priority actions at each step.
Does LeadMachine support tags?
Yes. Tags are a core feature for organizing, filtering, and segmenting your leads. Ledo can also add and manage tags on your behalf through conversation.
Does LeadMachine send notifications?
Yes. LeadMachine sends free push notifications for lead assignments, task reminders, and pipeline activity. These work on any device through the browser; no app store download needed.
Mobile & Access
Do I need to download an app?
No. LeadMachine is a Progressive Web App (PWA). Add it to your home screen directly from your browser and get full CRM functionality with push notifications. It works on iPhone, Android, tablets, and desktop — no app store, no storage, no updates to manage.
Can I use LeadMachine on my phone?
Yes. LeadMachine was designed mobile-first. You can review leads, add notes, complete tasks, manage your pipeline, and talk to Ledo from your phone with the same experience you get on desktop.
Can I manage my CRM via text message?
Yes. You can text Ledo directly via SMS to create tasks, update lead statuses, add tags, and get quick pipeline updates using natural language. Reply “1-5” to notification texts to update a lead’s progress instantly.
Pricing & Billing
How much does LeadMachine cost?
$58 per user per month, billed monthly. That includes unlimited leads, full access to Ledo, all integrations, lead enrichment, email campaigns, and push notifications. No hidden fees. No feature gating.
Is there a free trial?
Yes. Every account starts with a 14-day free trial with full access to everything, including Ledo. No credit card required.
Can I add or remove team members?
Yes. Add or remove users at any time. Your billing adjusts automatically at the start of the next cycle.
Are there setup fees or implementation costs?
No. LeadMachine is designed for five-minute setup. Sign up, invite your team, connect your tools, and start selling. No consultants, no certification courses, no onboarding fees.
Does AI cost extra?
No. Ledo and all AI features are included in every plan at no additional cost. This is not an upsell.
Data & Privacy
Who owns my data?
You do. LeadMachine never sells your data or uses it to train global AI models. Your customer records, pipeline data, and enrichment results belong to you.
Is LeadMachine CCPA compliant?
Yes. LeadMachine is fully CCPA compliant with easy data export so you can meet your obligations.
How does AI enrichment work without accessing private data?
Ledo enriches leads using publicly available information only, company websites, social media profiles, public business records. We never access private data without your authorization.
Can I export my data?
Yes. You can export your CRM data at any time. Your data is yours to take.
Getting Started
How long does setup take?
Minutes. Sign up, create your company profile, invite your team, and connect your store or site. LeadMachine starts capturing and enriching leads immediately.
What happens after a customer buys from my Shopify store?
LeadMachine detects the transaction, creates a lead profile, enriches it with AI-sourced company and social data, and places it into your pipeline for follow-up — automatically.
How do I connect my website forms?
Install the free LeadMachine WordPress plugin or use the Gravity Forms integration. Every form submission becomes a CRM lead automatically.
Do I need technical knowledge to set up LeadMachine?
No. Every integration is designed for one-click setup. If you can install a Shopify app or a WordPress plugin, you can set up LeadMachine.
Support
How do I get help?
Contact us at leadmachine.fyi/contact-us or book a demo at leadmachine.fyi/book-a-demo. We’re a small team that builds directly with our users. You’ll talk to the people who make the product. Once you’re registered, just click the help desk icon in the header or Ask Ledo, and support is right around the corner!
Is LeadMachine still in development?
LeadMachine is in early access. We’re working directly with users to build the CRM they actually want, not another bloated system. Core features are live and stable. New capabilities ship regularly based on community feedback.
Can I request a feature?
Please Do! We build based on what our users need. Reach out through the contact page or provide feedback directly through the app.
Professional Plan
$58 /user/month
Billed Monthly. No hidden fees.
Unlimited Leads. Unlimited Ledo.