AI Receptionist
Softphone in CRM
Pipeline & deals
Phone lines & routing

Turn calls and leads into booked jobs

AI answers the phone · your team uses the softphone · pipeline tracks every deal

Capture Leads, move Deals through your Pipeline, send Quotes, and automate follow-ups—included call minutes and credits on voice-enabled plans, with clear phone line limits per tier.

Capture leads, close deals, and get paid — automatically.

From lead to payment — all in one platform.

Powered by LeadLock AI + LedgerAI

LeadLock AI helps businesses capture leads from anywhere, respond instantly with AI agents, automate follow-ups, and close more deals inside one powerful CRM.

See the full CRM in action

View Demo

Compliance built in

SMS compliance protection & Twilio-ready lead capture

LeadLock AI helps businesses stay on the right side of opt-in rules when collecting phone numbers and sending SMS follow-up—without turning your homepage into a legal manual.

Safe SMS follow-up by default: consent-aware forms, stored evidence, and automation that respects what the lead agreed to.

Protected

SMS consent protection

Hosted lead capture asks for clear opt-in before SMS follow-up—so you collect permission the way carriers expect.

Consent Required

Consent before submit

When a phone number needs SMS follow-up, forms require an explicit checkbox—no silent sends.

Protected

Timestamped opt-in records

Consent events are stored with timing and versioning so you have evidence for audits and support—not a spreadsheet guess.

Twilio-Ready

STOP & HELP ready

Built for Twilio-style messaging: standard opt-out and help flows your team can stand behind.

Approval Ready

Approval-aligned forms

AI-generated and hosted forms are checked against Twilio-style approval readiness—so you ship messaging that matches your registration story.

ProtectedTwilio-Ready

Safer SMS automation

Automations respect consent boundaries—protected follow-up that does not treat every lead the same as a cold blast.

Approval ReadyProtected

Compliant opt-in language

Guided messaging keeps wording aligned with what carriers expect—clear consent language, not vague checkboxes buried in fine print.

What faster follow-up actually changes

Teams use LeadLock AI to compress time-to-first-touch and keep every channel visible in one place.

Faster response when you follow up in minutes
24/7
Capture — chat, forms, SMS, calls never sleep
<5 min
Target speed to first touch

Pricing preview

Clear monthly pools for AI, SMS, and voice — upgrade only when your volume demands it.

Free

$0/mo

Try the chat widget and core CRM with monthly caps — no card required.

  • Up to 25 leads / month
  • 25 AI chat messages / month
  • Website chat widget
Start free

Starter

$29/mo

Solo operators who need reliable capture and AI without SMS or phone AI.

  • 1 AI agent
  • 250 AI conversations / month
  • 3 automation workflows
Get started
Most Popular

Growth

$79/mo

Teams that need SMS, booking, and stronger automation — our most popular tier.

  • SMS enabled — 500 SMS credits / month
  • 3 AI agents · 1,500 AI conversations / month
  • Up to 3 phone lines (5 max on plan) — AI Receptionist & routing
Get started

Pro

$149/mo

Scaling teams: AI phone + SMS hybrid, transcripts, and higher caps.

  • AI Receptionist — 100 call Minutes / month included
  • AI Voice Website Agent with advanced qualification
  • 1 Twilio number included (platform provisioning)
Get started
WHAT YOU CAN DO

Everything in one place

  • Capture leads from chat, forms, SMS, and phone calls into a single inbox
  • AI responds in seconds so you never miss a hot lead
  • Pipeline view, tasks, and follow-up sequences that stop when they reply
  • Quotes, booking, and integrations (Make.com, Twilio) built in
PRODUCT PREVIEW

CRM & finance snapshot

Pipeline, AI Deal Coach, LedgerAI (invoices, Stripe & payments), performance trends, and integrations — same modules as the live demo.

Explore the full CRM with sample data

View Demo
ROI CALCULATOR

See what faster follow-up can change

Try your numbers—instant results.

Estimated uplift
37%
based on speed-to-lead improvement
Current est.
$19,440
monthly revenue estimate
Projected
$26,669
with automated follow-up
Lift
$7,229
potential monthly upside
Also: roughly 22 hrs of manual triage/follow-up time per month. Results vary by industry and follow-up speed.

How It Works

From first touch to paid—nine steps in one connected workflow.

1
CAPTURE LEADS

Collect Leads from forms, chat, webhooks, and integrations—AI Receptionist answers eligible calls so nothing rings out unanswered.

2
RESPOND INSTANTLY

AI agents respond to leads within seconds through SMS or chat so you never miss a hot lead.

3
QUALIFY AUTOMATICALLY

AI asks questions and determines lead quality so your team knows who to contact first.

4
AUTOMATE FOLLOW-UPS

Send automated messages, campaigns, and reminders with reply detection—no spam.

5
BOOK APPOINTMENTS

AI schedules meetings directly with qualified leads. Appointments sync to your CRM.

6
SEND QUOTES

Create professional quotes from lead details, send by SMS or email, and track acceptance—all inside the CRM.

7
CLOSE MORE DEALS

Move Deals through the Pipeline (estimates → quotes → follow-up → won), track every touch, then invoice with LedgerAI.

8
GET PAID FASTER

POWERED BY LEDGERAI

Built-in invoicing and payments to turn closed deals into revenue. Create invoices instantly, track paid and unpaid balances, and automatically follow up — all inside LeadLock AI.

9
TRACK REVENUE & GROW

Monitor paid and unpaid balances, view client billing history, and understand your revenue pipeline in one place.

Capture leads from every channel

Forms, chat, SMS, phone (AI), and API—all feed into one CRM with the same timeline and duplicate handling.

Form
Website forms

Embed or webhook—leads land in CRM with source tracking

Chat
Chat widget

AI conversations on your site; every message on the lead timeline

SMS
SMS

Twilio inbound and outbound; reply detection and sequences

API
Webhook & API

Any tool can create or update leads; same pipeline for all

Smarter Automation for Growing Teams

From lead to payment — all in one platform.

Use AI across chat, SMS, and voice to respond faster and keep your pipeline moving—while you stay in control of tone, scripts, and timing.

AI Agents

Website, SMS, and AI voice agents answer questions, capture lead info, qualify leads, and book appointments—all in one CRM with source tracking and a unified timeline.

Learn more

AI Voice Website Agent

Turn clicks into conversations with a virtual website receptionist: visitors can speak naturally, hear replies, view transcripts, and get routed into lead capture + booking handoff.

Learn more

SMS Automation

Automated SMS follow-ups via Twilio with reply detection. Inbound SMS is deduplicated and merged into the CRM; sequences pause automatically when leads respond.

Learn more

Instant Lead Response

AI responds to new leads within seconds through chat, SMS, or voice—triggered from any source so speed-to-lead never depends on someone checking a dashboard.

Learn more

Lead Qualification

AI asks qualification questions and tags leads by intent so your team prioritizes the hottest conversations first.

Learn more

Pipeline & deals

Service-business Pipeline: Leads → estimates → quotes → follow-up → won—with Deals, tasks, and LedgerAI when you close.

Learn more

LedgerAI (Finance)

Built-in invoicing and payments: create invoices, track paid and unpaid balances, and automate follow-ups—without leaving LeadLock AI. Powered by LedgerAI.

Learn more

Automation Workflows

Trigger workflows on new leads, status changes, or replies. Chat, SMS, Make.com, and API events share one lead lifecycle so automations stay reliable.

Learn more

Appointment Booking

AI proposes time slots and books calls straight onto the lead timeline and your dashboard—alongside every other activity for that contact.

Learn more

Quotes & Proposals

Build professional quotes with line items, taxes, and discounts. Send by SMS or email, track status, and keep everything connected to your pipeline.

Learn more

Analytics Dashboard

See leads, conversations, and appointments by source with conversion and activity trends in one ingestion-backed dashboard.

Learn more

Marketplace Templates

Expanding

Growing library of AI agent and workflow templates you can install in the CRM—more industry kits coming soon.

Learn more

Make.com Integration

Wire Make.com scenarios to your CRM to create or update leads, trigger automations, and sync data—with the same duplicate handling as every other channel.

Learn more

Webhook & API Lead Capture

REST API and webhooks for any form or tool. One pipeline handles duplicate detection, source tags, and timeline entries for every submission.

Learn more

Track leads, close deals, and get paid — without switching tools.

AI AGENTS

AI agents that work for you 24/7

LeadLock AI agents answer questions, capture lead information, send SMS messages, qualify leads, and book appointments—so you respond in seconds, not hours. Automate the first touch while keeping your voice and tone.

AI Receptionist (voice): On supported plans, the AI receptionist can answer or recover missed calls: it greets callers, captures who they are and what they need, and saves transcripts and notes to your CRM so your team can follow up with full context. Forwarding, eligibility by plan, and step-by-step setup are covered in the Help Center.

  • Website and SMS AI conversations
  • Lead capture and qualification
  • Instant response and follow-up
  • Appointment booking with qualified leads
  • AI voice receptionist for calls and missed-call recovery (plan-dependent)
CHAT WIDGET

Install an AI chat widget on your website

Add a chat widget to your site for AI-powered conversations, lead capture, and instant responses. Every conversation syncs to your CRM so you never lose a lead. One embed code—no complex setup.

  • AI conversations on your site
  • Capture name, email, phone, and message
  • Instant responses 24/7
  • Full CRM integration and lead timeline
How to install the chat widget
AUTOMATION & WORKFLOWS

Automate follow-up and nurture

Trigger automations when leads are created, when they reply, or when their status changes. Run automatic lead responses, SMS follow-up sequences, nurture campaigns, webhook automation, and Make.com workflows—all from one platform.

  • Automatic lead responses (SMS + chat)
  • SMS follow-up sequences with reply detection
  • Lead nurturing campaigns
  • Webhook and Make.com automation
How we automate SMS follow-ups
PIPELINE & CRM

One place for every lead

Track leads through pipeline stages, manage tasks and reminders, and see full conversation history. Analytics and activity timelines keep your team aligned so nothing falls through the cracks.

  • Lead tracking and pipeline stages
  • Tasks and reminders
  • Conversation history and inbox
  • Analytics dashboard
Automate your sales pipeline
BOOKING & CALENDAR

AI books appointments—you show up

Let AI offer time slots and confirm with qualified leads. Appointments sync to your CRM and dashboard so you see who's booked and when—no double-booking, no back-and-forth.

  • AI suggests slots and confirms with the lead
  • Appointments on lead timeline and calendar view
  • Works with chat and SMS—same flow for every channel
How AI appointment booking works
QUOTES & PROPOSALS

From lead to quote to close — all in one place

Stop switching between your CRM and quoting software. LeadLock AI lets you create professional quotes directly from a lead record, send them by SMS or email, and track whether they were viewed, accepted, or need follow-up. When a quote is accepted, the lead moves forward in your pipeline automatically.

  • Build quotes with line items, tax, and discounts from lead details
  • Send quotes by SMS or email — no extra tools
  • Track status: draft → sent → viewed → accepted
  • Revenue analytics from accepted quotes
  • Quotes linked to leads with full timeline context
Finance · LedgerAI

Close Deals & Get Paid Faster

LeadLock AI doesn't just capture leads — it helps you turn them into paying customers and track every dollar.

  • Turn leads into clients instantly
  • Create invoices in seconds
  • Track payments and balances in real time
  • Automatically follow up on unpaid jobs
  • Manage your entire revenue pipeline in one place

Built-in Invoicing & Payments

No more switching tools. Create invoices, track payments, and manage your business finances directly inside LeadLock AI.

Integrations

Native connections: Make.com, Twilio, and webhooks. Use our webhook URL with Zapier, n8n, or any tool—leads stay in one place.

Make logoMake
Twilio logoTwilio
WWebhooks
Zapier logoZapier
n8n logon8n
Google Calendar logoGoogle Calendar
MARKETPLACEExpanding

Templates and workflows in the CRM

The Marketplace in your CRM lets you discover and use AI agent and workflow templates. More templates and industry kits are being added over time.

  • AI agent templates
  • Automation and campaign workflows
  • More templates and kits being added
Use Marketplace templates to launch faster

Built for service businesses

Industry playbooks and templates for real estate, home services, agencies, and more.

Faster response when you follow up in minutes
24/7
Capture — chat, forms, SMS, calls never sleep
<5 min
Target speed to first touch
PRICING

Plans for every stage

Hybrid AI: voice on Pro+, SMS on Growth+, chat widget on Free — from capture to cash with clear monthly caps (no misleading "unlimited" wording).

Capture leads → close deals → get paid → automatically

Free

$0/mo

Try the chat widget and core CRM with monthly caps — no card required.

Starter

$29/mo

Solo operators who need reliable capture and AI without SMS or phone AI.

Most Popular

Growth

$79/mo

Teams that need SMS, booking, and stronger automation — our most popular tier.

Pro

$149/mo

Scaling teams: AI phone + SMS hybrid, transcripts, and higher caps.

Agency

$299/mo

Multi-brand operators: white-label, more minutes, and SMS at scale.

Ready for faster follow-up?

Tell us your current process and we’ll map an automation flow that fits how you work.

Stop losing money to missed follow-ups and unpaid invoices.

Secure by DesignYou Own Your DataExport AnytimePrivate & ProtectedEncrypted Connections

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Try the LeadLock AI Agent

Experience how LeadLock AI captures and qualifies leads automatically.

LeadLock AI AgentSimulated
LeadLock AI Agent

Hi! I'm the LeadLock AI agent. I help businesses capture and qualify leads in seconds. What kind of work do you do—roofing, plumbing, HVAC, or something else?

Why teams switch to LeadLock AI

See how LeadLock AI captures, responds, and converts leads faster than traditional CRMs.

LeadLock AI is built to respond instantly, recover missed opportunities, and close more deals — automatically.

FeatureLeadLock AIHubSpotGoHighLevel
AI & Automation
AI voice call answering (24/7 receptionist)Not built-inAdd-on required
Missed call text-back automationNot built-in
Hybrid AI (voice + SMS + chat unified)Not built-inManual
Real-time lead response (under 10 seconds)Manual setup requiredAdd-on required
AI lead summaries & next actionsAdd-on required
AI-powered follow-up sequencesAdd-on required
Lead recovery from missed callsNot built-inAdd-on required
Unified communication timeline (calls + SMS + chat)Add-on required
Instant AI response across chat, SMS, and callsAdd-on required
AI lead qualification & scoringAdd-on required
AI Prospect Finder
Configurable AI agents (multiple)Add-on required
Smart automation workflows (lead follow-up, recovery, nurturing)Manual setup required
Outcomes
Leads responded to instantlyPartial support
Missed leads recovered automatically
Increased conversion rate potentialManual
Reduced response timeManual
Automated follow-up coverageAdd-on required
Communication
Chat widget + in-widget AI assistant
Unified inbox (chat, SMS, calls, AI)Add-on required
SMS automation (Twilio)Add-on required
Web forms & embeddable capture
CRM & Pipeline
AI-powered booking, scheduling, and remindersAdd-on required
Visual pipeline CRM with tasks, timeline, and AI insights
AI Deal Coach & smart bookingAdd-on requiredAdd-on required
Website analyzer tool
Revenue & Payments
Quotes & quote portalAdd-on required
Client portalAdd-on required
LedgerAI: invoicing & paymentsAdd-on required
Payment & revenue trackingAdd-on requiredAdd-on required
Invoice automation & AI remindersAdd-on required
AI-driven analytics, conversion tracking, and revenue insightsAdd-on requiredAdd-on required
All-in-one (lead → quote → payment)
Integrations & Extensibility
Make.com, webhooks & integrationsAdd-on required
Stripe & billing connectorsAdd-on requiredAdd-on required
Template marketplaceAdd-on required
REST API & team permissionsEnterpriseAdd-on required

Stop losing leads to slow response times.

LeadLock AI responds instantly, follows up automatically, and turns missed calls into paying customers.

See LeadLock AI working in real time

Simulated activity stream—your CRM shows the same flow with your real leads.

Speed wins the lead

Instant response dramatically increases conversion. Here's the difference.

Average business response time
4 hours

Leads cool off and go to competitors.

LeadLock AI response time
Under 5 seconds

Respond while the lead is still hot—convert more.

Studies show that responding within 5 minutes can increase conversion by 5x. LeadLock AI responds in seconds, 24/7, so you never miss a high-intent lead.

Trusted by growing teams

From real estate to SaaS, teams use LeadLock AI to respond faster and close more leads.

Real Estate
HVAC
Roofing
Marketing Agencies
Cleaning Services
SaaS Startups
Coaching Businesses

What customers are saying

See why teams choose LeadLock AI for lead response and automation.

Customer review

LeadLock AI responds to leads faster than our team ever could. Our booked appointments doubled within weeks.

Sarah M.
Operations Director, Home Services Co.
Review collected via LeadLock
Customer review

The AI agent handles after-hours inquiries so we never miss a hot lead. Setup was smooth and support was great.

James K.
Founder, Roofing Pro
Review collected via LeadLock
Customer review

We connected Make.com and our forms in a day. Leads flow into the CRM and get instant responses. Game changer.

Alex T.
Marketing Lead, Growth Agency
Review collected via LeadLock
Customer review

We were losing leads to slow follow-up. Now every inquiry gets a response in seconds. Our conversion rate is up 40%.

Maria R.
Sales Manager, Winter Park Realty
Review collected via LeadLock
Customer review

The chat widget qualifies leads before they hit our inbox. We only talk to people who are ready to book.

David L.
Owner, Orlando HVAC Solutions
Review collected via LeadLock
Customer review

SMS follow-up through LeadLock keeps our pipeline full. We went from chasing leads to leads asking us for appointments.

Jennifer H.
Director of Growth, SaaS Startup
Review collected via LeadLock
Customer review

Integration with our website and Zapier was straightforward. No developer needed. We were live in an afternoon.

Chris P.
Marketing Director, Cleaning Services Co.
Review collected via LeadLock
Customer review

The AI summary and intent score help us prioritize. We call the hottest leads first and it shows in our close rate.

Nicole W.
Head of Sales, Coaching Business
Review collected via LeadLock
Customer review

Finally a CRM that focuses on speed to lead. Our team loves the follow-up queue and the automation that actually works.

Marcus J.
Founder, Plumbing & Repair Pro
Review collected via LeadLock

Built for reliability and security

Enterprise-grade foundations so your data and workflows stay safe and available.

Secure webhook authentication
Encrypted API communication
Role-based CRM permissions
Reliable automation workflows
Enterprise-ready infrastructure

Built for developers and integrations

LeadLock AI connects with your existing stack using webhooks, APIs, and automation platforms.

REST API
Webhook endpoints
Make.com integration
Zapier-ready architecture
Custom workflow triggers

Frequently asked questions

Quick answers to common questions about LeadLock AI.

Coming soon

We're building more ways to capture, qualify, and convert leads.

SoonAI Voice Agents
SoonLead enrichment data
SoonAdvanced analytics dashboards
SoonAI campaign builder
SoonTeam collaboration features

Ready to convert more leads?

Start with the interactive demo—see the CRM, AI agents, and automation in action.

Stop losing money to missed follow-ups and unpaid invoices.