The all-in-one conversational CRM

LeadGridd is the conversational CRM
that closes more leads.

LeadGridd is a conversational CRM that brings every customer conversation — across WhatsApp, Instagram, Facebook Messenger, and email — together with your sales pipeline, broadcasts, and an AI lead qualifier, so your team replies faster, follows up automatically, and never lets a lead slip.

Works where your customers are

WhatsAppInstagramEmailWebsite chat

Omnichannel inbox

Every conversation, one shared inbox

WhatsApp, Instagram, email, and your website chat land in a single team inbox. Assign, collaborate with private notes, and reply with saved responses — without switching apps.

  • Assign to the right agent or team in a click
  • Private notes & @participants for clean handoffs
  • Canned responses and WhatsApp templates built in
  • Delivery and read receipts where the channel supports them

Lead pipeline & CRM

See exactly where every deal stands

A visual drag-and-drop pipeline keeps your whole funnel in view. Rich contact profiles, custom fields, and smart de-duplication keep your data clean as you grow.

  • Drag leads through your own stages on a Kanban board
  • Searchable, sortable contacts with custom attributes
  • Merge duplicates and recover deleted contacts from Trash
  • Import in bulk from CSV in minutes

Campaigns & drip

Reach the right people, automatically

Send targeted WhatsApp and SMS broadcasts to audiences you define, then let stage-triggered drip sequences nurture leads over days and weeks — completely hands-off.

  • One-off campaigns with reusable audience lists
  • Schedule sends and auto-retry failed messages
  • Multi-step drip sequences triggered by pipeline stage
  • Per-message delivery tracking and activity logs

AI lead qualifier

Qualify leads while you sleep

An AI bot greets new leads, asks your qualifying questions, scores the answers, and routes hot leads to the right stage and agent — with smart follow-ups that stop the moment a lead replies.

  • Conversational Q&A that scores and sorts every lead
  • Auto-route to qualified, needs-review, or disqualified
  • Timed follow-ups inside the messaging window
  • A full record of every qualification run

Video meetings

Book Zoom & Google Meet calls in one click

Schedule a Zoom or Google Meet right from a conversation. The join link is sent to your customer automatically, and after the call the recording, transcript, and an AI summary land straight back on the meeting card. Agents can even connect their own Zoom so calls run under their name.

  • Schedule Zoom or Google Meet without leaving the chat
  • Auto-share the join link and invite guests by email
  • Recordings, transcripts & AI summaries pulled back automatically
  • Agents connect their own Zoom for personal hosting

Reports & insights

Know what’s working at a glance

Track conversation volume, response and resolution times, agent and team performance, CSAT, SLA compliance, and pipeline movement — all in one dashboard.

  • Agent, team, inbox, and label breakdowns
  • Busiest-hours and volume trends
  • CSAT and SLA compliance tracking
  • Pipeline conversion and time-in-stage

Everything included

One platform, no add-ons to chase. Here’s a taste of what’s in the box.

Shared team inbox
Teams & roles
Labels & segments
Automation rules
Macros
Lead qualification data
Contact merge & dedupe
CSV import
Scheduled campaigns
Zoom & Google Meet
SLA policies
CSAT surveys
AI assist & summaries
Delivery & read receipts
Granular permissions
Inbound contact API
Custom pipeline stages

Turn conversations into customers

Bring your inbox, pipeline, campaigns, and AI qualifier together. Start in minutes.

LeadGridd — The conversational CRM that closes more leads