Documentation
Home
Getting Started
WordPress Plugin Setup
Lead Management
User Management
Task Management
Mobile App & Push Notifications
Lead Organization
Lead Statuses
Lead Types
Lead Tags
Custom Fields
AI-Powered Features
Ask Ledo
Social Lookup
Ledo Data Enrichment
Ledo Summary Generation
Integrations
Shopify Integration
MailChimp Integration
Company Management
Company Settings
Support
Getting Help
LeadMachine Documentation
Welcome to LeadMachine! Powerful lead management with AI-powered enrichment and automation.
Getting Started
Progressive Web App & Push Notifications
Install LeadMachine to your device and get instant, FREE push notifications when leads are assigned. Works on phone, tablet, and desktop.WordPress Plugin Setup
Install the WordPress plugin to automatically capture leads from your website form submissions. Connect your site in minutes and never miss a lead.Lead Management
Learn the basics of managing leads - creating, editing, organizing, and converting prospects into customers.User Management
Add team members, assign roles (User, Admin, SuperAdmin), and manage your team's access to leads and features.Task Management
Create tasks for yourself or your team. Set due dates, priorities, and link tasks to leads or companies. Turn AI suggestions into actionable tasks with one click. Get notified when tasks are assigned to you.Lead Organization
Lead Statuses
Customize your sales pipeline with statuses that match your process. Track leads from first contact to closed deal.Lead Types
Categorize leads by how they came in: Demo Request, Download, Trial, Contact Form, Referral, and more.Lead Tags
Organize and filter leads with flexible tags. Apply multiple tags per lead for better workflow management. Auto-tag Shopify customers.Custom Fields
Create custom fields to track information unique to your business - budget, timeline, decision criteria, or anything else.AI-Powered Features
Ask AI
Chat with your CRM data! Ask questions about your leads, pipeline, and sales performance. Get instant, data-driven answers like "Which state has the most leads?" or "Who should I follow up with?"Social Lookup
Automatically find LinkedIn profiles, Twitter accounts, Facebook pages, and websites for your leads.AI Data Enrichment
Use Gemini AI to automatically research and add company information - size, revenue, industry, tech stack, and more.AI Summary Generation
Generate AI-powered summaries of leads and their interaction history. Get context in seconds before calls or meetings.Integrations
Shopify Integration
Connect your Shopify store to sync customers and orders automatically. Real-time webhooks and auto-tagging included.MailChimp Integration
Sync leads to MailChimp automatically. Build segments, send campaigns, and track email engagement.Company Management
Company Settings
Configure your company profile, default settings, fallback users, API access, and data preferences.Support
Getting Help
Learn how to submit support tickets directly from LeadMachine. Get help from our team for any questions, issues, or feature requests.Email Support: [email protected]
Questions or Issues? Click the headset icon (🎧) in the top navigation bar to submit a support ticket, or email us directly at [email protected].
Technical Documentation (SuperAdmin Only)
Analytics & Event Tracking
GA4 event tracking configuration, tracked events, and implementation details for measuring feature usage and business metrics.Note: System configuration, vendor API setup, and infrastructure guides are restricted to SuperAdmin access only. These technical guides contain sensitive setup information for system administrators.
Last Updated: December 2025