A complete lead pipeline built into WordPress. From first contact to closed deal — manage leads, sync meetings, track payments and automate follow-ups.
Track every lead through a customizable 8-stage pipeline: Incoming, Discovery, Analysis, Sales Call, Quote, Negotiation, Win, and Active. Drag-and-drop between stages with real-time UI updates.
Visual drag-and-drop board with stage counters, search, and instant lead movement between columns.
Full-text search across all leads. Filter by stage, category, assignment status, or keyword.
Switch between Card view, Table view, and Kanban board. Desktop and mobile optimized layouts.
LeadIO connects to Cal.com, Fathom.video, ClickUp and Firebase to automate your entire workflow. Leads are created from bookings, transcripts are matched to contacts, and tasks are generated at the right stage.
Auto-create leads from bookings. Rescheduled? Updated. Cancelled? Archived. Form submissions captured too.
Meeting recordings auto-matched to leads by email, URL or API lookup. Summaries and action items imported.
When a lead hits Quote stage, a ClickUp task is created automatically with all lead details.
Built-in financial dashboard with deal values, payment schedules, expense tracking and automated reminders. Know exactly what's been paid, what's due, and what's overdue.
Track proposed amounts, actual payments and outstanding balances across all active leads.
Daily cron sends email alerts for payments due tomorrow, due today, and overdue. Never miss a collection.
Log project expenses with dates and descriptions. See total costs per lead for accurate profitability.
LeadIO installs as a Progressive Web App on any device. Bottom navigation, push notifications via Firebase, dark/light mode, and offline access.
Add to home screen on iOS, Android or desktop. Native-feeling experience with service worker caching.
Real-time FCM alerts for new leads, assignments, stage changes and transcript arrivals.
Per-user theme preference with instant toggle. Multi-language support (English and Italian).
A clean, focused interface that puts your pipeline front and center.
LeadIO integrates with the tools you already use.
Built for professionals who manage client relationships.
Track client inquiries and project pipelines with the efficiency of a full sales team.
Distribute leads across team members, track deal values and collaborate on quotes.
Qualify leads from calendar bookings, sync meeting transcripts and automate follow-ups.
Teams using LeadIO to streamline their pipeline.
"LeadIO replaced three different tools for us. Pipeline, meetings, payments — everything in one WordPress dashboard. The Cal.com integration alone saves hours every week."
"The Fathom transcript sync is a game-changer. Every call summary lands on the right lead automatically. Our team finally has full context before every follow-up."
"We installed it as a PWA on everyone's phone. Push notifications keep the team responsive, and the financial dashboard gives me instant visibility into our pipeline health."
A complete lead pipeline built for WordPress. Contact us for a live demo.