Lead generation and customer support
in one place.
Prospects from lead discovery and people who reach out through chat belong in the same lightweight workspace.
Explore the support agentInvoices that chase themselves
Hi Maya, Every project on Northwind's work page is fixed-price, which usually means one big invoice at the end, and waiting for it. Ledgerly sends the reminders for you, on the schedule you set. Here's how it works: https://ledgerly.app/?uncref=k7Qm2xLp9vRt Worth ten minutes this week? Sam Ledgerly
Ledgerly
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Three ways a relationship starts. One place it lives.
Each record keeps where someone came from, what was said, and where things stand now.
- 1
You found them.
Lead discovery finds a person and says why. You email them from your own inbox and mark the outcome. Once they sign in on your site, support knows who they are.
- 2
They found you.
A visitor asks about pricing and the agent answers from your pages. If they share an email and agree to be contacted, a lead appears with the conversation attached.
- 3
They're a customer.
A signed-in customer opens the chat. The agent sees the account details you share, answers routine questions, and passes billing and anything sensitive to a person.
Small on purpose.
A few statuses, one timeline per person, and notes. Nothing to configure, and nothing that sends on your behalf.
- 1
Not a complicated CRM.
Every person has a stage, a timeline and your notes. That is the whole system.
- 2
No automated outreach.
Unclench drafts. You decide what to send, from your own email.
- 3
No guessing who visitors are.
A chat joins a record only when someone shares details or signs in.
Your go-to-market and retention
start here.
Share your website. Meet your ideal customers. Support them 24/7.