LeadHub CRM is an AI-enabled platform that brings your calls, forms, texts, scheduling, reviews, automation, and sales activity into one unified system so your team can respond faster, stay organized, and close more opportunities as your business grows.
Local service providers often lose opportunities because leads come in from too many places—websites, phone calls, chat, social media—without a single system to manage them.
Missed calls, slow follow-up, and scattered communication across text, email, and calendars make it hard to stay consistent—resulting in lost revenue.
LeadHub CRM solves this by acting as a central hub for lead capture, communication, follow-up, and automation—so every lead is tracked, every conversation is visible, and every opportunity gets a response.
No clear visibility into which leads are being followed up—and which are being forgotten
Spending too much time on admin instead of responding to leads and serving customers
As a service business, you don’t need another disconnected tool—you need a system that brings everything together.
LeadHub CRM is designed to automatically capture and organize leads while managing all client conversations in one central hub. Save time with automated follow-ups, review requests, and marketing workflows. Boost sales with structured pipelines and appointment tools. Manage proposals, invoices, and payments in one place.
AI-enabled features support your team by summarizing calls, assisting with content creation, and simplifying automation—without adding complexity or replacing human decision-making.
Automatically capture and organize leads into one centralized CRM so nothing gets missed.
Request, monitor, and respond to reviews across major platforms to build trust and credibility.
Ensure accurate, consistent listings across more than 70 directories to support local visibility.
Track opportunities through clear stages so your team always knows what needs follow-up.
Unify conversations across text, email, and calls in one shared inbox for your entire team.
Enable online bookings with automated confirmations and reminders to reduce no-shows.
Create AI-assisted workflows to automate emails, texts, reminders & even third-party actions.
Send campaigns, automate follow-ups, and nurture leads using AI-assisted content development.
Develop and schedule content across all of your social media profiles from one dashboard.
Create high-converting landing pages and lead capture forms that integrate seamlessly.
Create proposals, automate invoices, and accept online payments directly from your pipeline.
Create and configure AI-powered agents to answer questions, qualify leads, and book appointments.
LeadHub CRM uses AI as a behind-the-scenes assistant to help your team stay responsive, organized, and consistent—without taking control away from your business. Instead of replacing people or automating decisions blindly, AI in LeadHub is designed to reduce manual work, speed up routine tasks, and make follow-up easier to manage as lead volume grows.
Across the platform, AI is used to:
The result is a system that helps your team respond faster, follow up more consistently, and stay organized—while keeping you fully in control of how AI is used.
| Core Modules | Starter | Core | Pro |
|---|---|---|---|
| Lead Capture & Tracking | |||
| Automatically capture leads from website forms, phone calls, and chat | |||
| Track lead source and interaction history for full visibility | |||
| Keep all contact details and activity organized in one place | |||
| Review Management | |||
| Automatically request reviews after projects or jobs are complete | |||
| Monitor and respond to reviews from one central dashboard | |||
| Build trust and improve local visibility with consistent feedback | |||
| Business Listing Management | |||
| Keep business information consistent across 70+ directories | |||
| Reduce errors and duplicates that hurt local search visibility | |||
| Strengthen credibility and discoverability in local results | |||
| Sales Pipeline Management | |||
| Track opportunities through clear, customizable pipeline stages | |||
| See deal status, value, and next steps at a glance | |||
| Ensure consistent follow-up until leads are closed or qualified out | |||
| Unified Communications | |||
| Manage calls, texts, and emails in one shared inbox | |||
| Assign conversations and add internal notes for team visibility | |||
| Reduce missed messages and response delays | |||
| Online Booking Calendars | |||
| Allow customers to book appointments online at any time | |||
| Send automated confirmations and reminders to reduce no-shows | |||
| Sync appointments with team calendars for accurate scheduling | |||
| Automated Workflows | |||
| Automate follow-up, reminders, and review requests | |||
| Trigger actions based on lead behavior or status changes | |||
| Reduce manual work with AI-assisted workflow setup | |||
| Email & SMS Campaigns | |||
| Send targeted email and text campaigns to segmented contacts | |||
| Automate follow-ups and ongoing lead nurturing | |||
| Save time with AI-assisted content development | |||
| Social Media Management | |||
| Schedule and publish posts across major social platforms | |||
| Maintain consistent online presence without daily posting | |||
| Speed up content creation with AI-assisted drafting | |||
| Sales Funnel Builder | |||
| Create landing pages and lead capture forms without third-party tool | |||
| Use AI-assisted content generation for headlines, copy, and CTAs | |||
| Route submissions directly into LeadHub for immediate follow-up | |||
| Proposals, Invoices & Payments | |||
| Create and send professional proposals with e-signatures | |||
| Automate invoicing to reduce billing delays | |||
| Collect payments online and track revenue activity | |||
| Voice & Conversation AI Agents | |||
| Handle after-hours and overflow calls with configurable call flows | |||
| Capture caller intent, contact details, and qualification responses | |||
| Log transcripts and summaries for seamless follow-up by your team |
Each plan builds on the previous one, adding automation, sales tools, and AI-enabled features as your business grows. Check out the detailed plan comparison table above for more details.
No, LeadHub CRM is designed to be intuitive and user-friendly. For more complex tasks, our support resources and team are here to help.
By capturing every lead automatically, centralizing communication, and guiding consistent follow-up through pipelines and reminders.
LeadHub makes it easy to request reviews automatically, monitor incoming feedback, and respond to reviews from one place—helping you build trust and improve local visibility.
Yes, you can upgrade or change plans as your business needs evolve.. Contact our support team to make adjustments and ensure a smooth transition.
Usage fees apply to services like phone calls, text messages, emails, and certain AI features that incur third-party costs. These are billed based on actual usage and are separate from your monthly subscription.
LeadHub CRM natively integrates with Google Workspace, Google Analytics, Google Business Profiles, Google Ads, Facebook, Instagram, TikTok, LinkedIn, QuickBooks, Xero, Slack, WooCommerce, ClickUp, Notion, Airtable, Basecamp & Typeform. Thousands of additional integrations are available via Zapier.
All plans include access to our knowledge base. Core plans and above also include 24/7 live chat support.
Yes, most day-to-day functions are available on the mobile app, making it easy to manage leads and conversations on the go.. The app is available to download from the Apple and Android app stores.
No. AI features are optional and assistive—you decide when and how to use them.
Yes. LeadHub works well for solo operators and small teams, and it scales as your business grows.
Yes. Our goal is to make setup as smooth as possible while giving you the right level of support for your situation.
We offer a standard, human-assisted setup for each LeadHub plan for a one-time setup fee. This includes guided configuration to help you get up and running correctly based on your business needs.
For businesses that require more complex migrations, custom integrations, or advanced setup, we also offer custom setup support on an ad hoc basis. This ensures LeadHub is configured properly when transitioning from existing systems or when more detailed customization is needed.
