More leads answered. More work booked. Less work to keep track of.
LeadLite connects your calls, messages, forms, estimates, calendar, follow-up, and customer history in one place. Fewer leads slip through, and your team always knows what happens next.
Calls · Messages · Estimates · Booking · Follow-Up · Reviews
●●●
One inquiry · one record · one clear next step
Where Good Leads Get Lost
A lead should not disappear because you were busy doing the work.
The problem usually shows up at the exact moments the day gets busy: the response waits, the details are scattered, or the follow-up slips.
The inquiry comes in at the worst time.
You are on a job, driving, helping a customer, or managing the team. The call, form, or message waits.
Getting the right details takes too long.
Pricing questions, photos, service areas, availability, and job details turn into voicemail and back-and-forth.
The lead doesn’t wait. They call your competitor.
Slow follow-up turns warm leads cold. Estimates go quiet, reminders come too late, and the next business to respond wins the job.
THE LEADLITE RESPONSE
LeadLite keeps the next step moving.
New inquiries can be captured, answered, qualified, booked, and followed up from one customer record. Your team sees the conversation, job details, appointment, opportunity, and next action without piecing it together from different tools.
Four ways LeadLite takes work off your plate.
Use the complete system or start with the parts causing the biggest bottleneck. Either way, the customer history stays connected.
Answer more inquiries while the day keeps moving.
Bring calls, texts, email, social messages, and web chat into one inbox. LiteBot can answer common questions, collect lead details, and help schedule appointments when your team is tied up.
Get the details before the appointment hits your calendar.
LiteBooker can ask different questions by service, calculate ranges or starting prices, collect photos and files, check service-area rules, and offer the right calendar or next step.
Stay in touch without rebuilding the list every week.
Send confirmations, reminders, estimate follow-up, review requests, reactivation campaigns, and email or SMS offers based on what each customer has done.
Know where every lead, job, and customer stands.
CRM, pipelines, calendars, conversations, estimates, payments, reviews, tasks, and reporting stay attached to the customer instead of scattered across personal phones and separate apps.
Two Optional Add-Ons. Two Expensive Bottlenecks.
Give customers a faster way to get an answer and an easier way to book.
LiteBot helps with response. LiteBooker helps with intake, estimating, and scheduling. Both stay connected to LeadLite.
Answer more inquiries, even when you are on the job.
LiteBot is an optional AI assistant that can answer common questions, gather lead details, schedule appointments, and keep conversations moving by chat or phone. Customers get a useful response without waiting for you to stop what you are doing.
- Respond after hours or during busy periods
- Collect contact details, job needs, and timing
- Keep the full conversation inside LeadLite
- Handle common service and availability questions
- Schedule the right appointment or callback
You choose the services, hours, FAQs, instructions, and booking rules it uses. Conversations stay in LeadLite for review.
Stop going back and forth just to get the details.
LiteBooker turns a basic form into a guided estimate and booking experience built around your services. Ask only the questions that matter, apply your rules and calculations, collect what the job requires, and send the customer to the right next step.
- Conditional questions based on service or answer
- Photo, document, and measurement uploads
- Service-area, job-size, and eligibility rules
- Complex estimate ranges, starting prices, or calculations
- Self-booking, deposits, pre-authorization, confirmations, and follow-up
Respond while interest is high.
Turn the right details into a booked next step.
Automate the front-end tools so everything behind them stays connected.
LeadLite gives the team one place to see the work, continue the conversation, and move the customer to the next step.
01
CRM & Pipelines
See every lead, customer, job value, stage, owner, task, and next step.
02
Calls & Messages
Keep calls, texts, email, social messages, and web chat together so the conversation is easy to continue.
03
Email & SMS Follow-Up
Build confirmations, reminders, estimate follow-up, newsletters, promotions, retargeting, and reactivation.
04
Calendars, Estimates & Payments
Let customers book or reschedule, send estimates and invoices, collect deposits, and track payment activity.
05
Websites, Forms & Source Tracking
Build fast pages, forms, and lead paths, then connect each response to the customer record and the source that created it.
06
Reviews, Retention & Reporting
Request reviews, bring past customers back, and see which sources and workflows produce real opportunities.
Works with tools your business already uses.
Connect LeadLite with the services that support your calendar, payments, advertising, and local presence.
Advertising
Communication
Calendars
Payments
Automation
Want the system built around the way your business actually works?
Wizard Web Service can plan and build your website, local search foundation, LeadLite setup, LiteBot and LiteBooker experiences, migrations, custom workflows, training, and ongoing improvements.
Same complete platform. Choose the plan that fits your team.
Starter and Pro include the same LeadLite core features. The difference is team access, not a feature maze. LiteBot and LiteBooker remain optional add-ons.
LeadLite plans are the platform. Wizard is optional implementation and ongoing management—not a fourth software tier.
Prefer done-for-you? Skip to Wizard ↓
Start with the complete LeadLite platform.
For solo operators and small teams that want every core LeadLite feature without paying for extra seats they do not need.
Up to 3 users · core platform included.
- All core LeadLite features
- Up to 3 users
- CRM, pipelines, conversations, calendars, forms, workflows, payments, reviews, and reporting
- Web and mobile access
- Usage-based services billed separately where applicable
Keep the same platform as your team grows.
For businesses that have outgrown the three-user Starter limit and need more people working from the same customer system.
More than 3 users · core platform included.
- All core LeadLite features
- Expanded team access beyond 3 users
- CRM, pipelines, conversations, calendars, forms, workflows, payments, reviews, and reporting
- Web and mobile access
- Usage-based services billed separately where applicable
Included in both LeadLite plan.
Do not make customers upgrade just to unlock a normal platform feature. Starter and Pro use the same connected system. Team capacity is the primary plan difference.
CRM, contacts, opportunities, and pipelines
Unified email, SMS, calling, and chat
Workflow automation and trigger tools
Calendars, forms, surveys, and lead capture
Websites, funnels, blogs, and templates
Estimates, invoices, payments, and e-signatures
Reputation, reviews, and customer reactivation
Reporting, source tracking, and mobile access
Courses, memberships, and communities
Content, conversation, image, and review AI tools
Add faster response or a more guided booking experience.
LiteBot and LiteBooker stay outside the core plan comparison until their final packages, usage rules, and pricing are approved.
Keep more inquiries moving.
Starting at
Use LiteBot for common questions, lead intake, scheduling, follow-up, or another focused conversational workflow.
Give customers the right next step.
Starting at
Use guided intake, conditional questions, calculations, uploads, service rules, estimates, calendars, deposits, and follow-up.
Calling, SMS, email, AI usage, payment processing, and other metered services may be billed separately. Final utilization and fair-use terms belong on the utilization page →
Want the system built around the way your business actually works?
LeadLite is the software. Wizard Web Service is the hands-on layer for strategy, setup, migration, custom workflows, training, and ongoing management.
Start with a free Wizard consultation.
Tell us what is slowing the business down and we will map the right next step.
Websites and customer systems built to move real work forward.
Every business handles inquiries, appointments, estimates, and follow-up differently. These projects show how a clear website and focused customer path can be shaped around the work each business actually does.
tinascleanteam.com
LIVE SITE
01
HOME CLEANING · NEW JERSEY
Tina's Clean Team
A service-led website that helps customers compare cleaning options, explore current offers, and move quickly into online booking.
Local SEO
Ads Management
Online Booking
AI Bots & Automations
nuubeautystudio.com
LIVE SITE
02
PERMANENT MAKEUP · KINGS PARK, NY
NuU Beauty Studio
A visual beauty website that pairs treatment education and before-and-after work with clear consultation and appointment paths.
Online Booking
Ads Management
Sales Pipeline
Schedule Management
dscaccounting.net
LIVE SITE
03
ACCOUNTING & TAX · LONG ISLAND, NY
DSC Accounting
A restructured accounting website that clarifies bookkeeping, tax, and financial services while strengthening local SEO and creating clearer paths to quotes and consultations.
Website Strategy
Ads Management
E-Signed Contracts
Online Booking
djcummerbund.com
LIVE SITE
04
INFLUENCER · MUSIC & ENTERTAINMENT
DJ Cummerbund
A creator and commerce hub that brings new releases, merchandise, press, community, and booking inquiries into one unmistakable brand experience.
Website Strategy
Ecommerce
E-Signed Contracts
Online Booking
Know what LeadLite does before you move anything.
Straight answers about the platform, LiteBot, LiteBooker, follow-up, utilization, and Wizard.
What is LeadLite?
LeadLite is a customer growth platform for local businesses. It connects lead capture, conversations, estimates, booking, follow-up, CRM, payments, reviews, websites, and reporting so the work around each customer stays in one place.
What is the difference between Starter and Pro?
Starter and Pro include the same core LeadLite features. Starter is for teams of up to 3 users. Pro is for businesses that need more team access, so you do not have to upgrade just to unlock a normal platform feature.
What is LiteBot?
LiteBot is an optional LeadLite add-on for chat or phone. It can answer common questions, gather lead details, schedule appointments, and keep the conversation moving when your team is busy. You choose the information, instructions, and booking rules it uses.
What is LiteBooker?
LiteBooker is an optional guided intake, estimating, and self-booking add-on. It can ask conditional questions, run calculations, collect uploads, apply service rules, and offer the right calendar or next step.
Can LeadLite handle email and SMS follow-up?
Yes. LeadLite can send confirmations, reminders, estimate follow-up, review requests, promotions, newsletters, retargeting, and reactivation campaigns based on each customer’s activity.
Are LiteBot and LiteBooker included in every plan?
No. LeadLite Core provides the connected platform. LiteBot and LiteBooker are optional add-ons with their own package and utilization terms.
Can Wizard build and manage it for me?
Yes. Wizard Web Service can help with strategy, website and local-search work, LeadLite setup, migration, custom workflows, LiteBot and LiteBooker configuration, training, and ongoing management. The first consultation is free.
How does utilization pricing work?
Some services, including calling, messaging, email, AI usage, listings, hosting, and payment processing, may be billed separately from the platform subscription. Current approved rates belong on the utilization page.
Spend less time chasing details. Keep more opportunities moving.
Bring your inquiries, conversations, estimates, booking, follow-up, and customer history into one connected LeadLite system.
Want it planned, built, and managed for you? Book a free Wizard consultation →