Help Center

Go to your client page in the admin panel and copy the embed form widget code. Paste it into any page on your website. Alternatively, you can use the API endpoint directly by sending a POST request to /api/leads/ingest with your API key. Works with any website platform including Squarespace, WordPress, Wix, and custom sites.

Navigate to your Settings page and your admin can add users from the Users section. Each user gets their own login with either Client Owner or Client Staff permissions. Client Owners have full access, Client Staff can view and update leads.

Yes. Go to Settings and scroll to Pipeline Stages. You can add, rename, reorder, and color-code stages to match your workflow. We also provide pre-configured pipeline templates for common industries like trades, automotive, entertainment, and consulting.

When you sign up, you get the Growth plan for 14 days. No credit card required. The trial does not include every feature on Pro or Enterprise. If you decide to continue after the trial, pick a plan.

When a new lead submits a form on your website, you get a text with their name, phone number, and what they need, raised as the lead is captured. If you have quiet hours configured, the alert is held until the next allowed window rather than sent overnight. You can call them back by tapping the number in the text. SMS alerts are available on Growth plans and above.

Yes, as a workflow you configure. Install or build a workflow with a "lead created" trigger and a send-email step, and every new lead gets your first reply without you touching it. It is not instant — the send is queued and picked up by the workflow processor — and workflow automation is available on Pro plans and above. There is no always-on automatic reply on lower plans.

Every morning our system looks for the oldest leads still sitting in New, and the oldest sitting in Contacted or Quoted without an update. You get a reminder for each of them by email, and by SMS too if your plan includes SMS alerts. It is a handful of the stalest leads per run, and a lead is named once while it is new and once more if it later stalls after contact — so it is a prompt, not a running reminder, and it is not a safety net for your whole backlog.

Yes. Turn review requests on in settings and add your Google review URL, and when you mark a lead as "Won" the system sends a review request to the customer. The delay and the channel are yours to set — it waits 3 days and sends by text unless you change it. Review requests are available on Growth plans and above.

Pre-built automation sequences you can install with one click. The one that runs today is New Lead Welcome, which fires when a lead is created and sends a first-reply email plus a follow-up task. Templates that key off a later status change are installable but are not firing yet, so treat them as drafts. You can also build custom workflows. Workflow automation is available on Pro plans and above.

Starter ($19/mo) for up to 25 leads, 1 user, push notifications, and pipeline management. Growth ($49/mo) for 100 leads, 3 users, estimates, proposals, SMS alerts, review requests, source analytics, and your logo on customer-facing estimates, proposals and emails. Pro ($99/mo) for 500 leads, 10 users, autopilot sequences, workflow automation, email campaigns (250/mo), revenue dashboard, cost tracking, and attribution. Enterprise ($199/mo) for unlimited leads and users, with email campaigns (1,000/mo), campaign templates, revenue forecasting, prospecting, coaching, and compliance. LDM Client Plus is not a public self-serve plan.

You can change plans from billing. This page does not promise that a downgrade takes effect the same day, or that a mid-cycle change is prorated.

Access ends when the subscription ends. The terms say we may retain account data for up to 90 days after termination. You can export your leads as CSV from the Leads page before then.

Any website. We provide an embed form widget that works on any platform, or you can use our API endpoint to send leads from any custom form. Squarespace, WordPress, Wix, Shopify, custom HTML, React apps, anything.

Tenant data is stored in Supabase, and row-level security scopes signed-in users to their own account. The site is served over HTTPS. The security page lists the controls that are actually in place, and the limits on those controls. It does not claim a certification.

Yes. You can export your leads as CSV from the Leads page at any time. Select the leads you want to export (or select all) and click Export Selected.

We send outbound webhooks to any URL you paste in, signed with your API key, which is how you connect tools like Zapier or Make. There is no Zapier app or OAuth connector. A QuickBooks integration exists, and Long Drive sets it up. It is not a connection you turn on yourself from the app.