Full-stack sales CRM

Ledrix CRM features for modern sales teams

Ledrix covers the full revenue cycle — lead capture, seller assignment, orders, payments, and client access — built for multi-tenant SaaS from the ground up. Compare CRM modules, payment integrations, and plan limits on our pricing page.

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Core capabilities

Modular features you can enable per plan — from lean starter teams to full agency operations.

Lead management

Capture, assign, and track leads across brands and sellers with full activity history.

Seller & admin panels

Role-based dashboards for closers, team leads, and admins — each sees what they need.

Orders & payments

Payment links, Stripe/PayPal support, milestone billing, and order tracking built in.

Client portal

Give clients a secure login to view orders, tickets, and project progress.

Upwork module

Manage Upwork clients, orders, and payment links alongside your main CRM pipeline.

Tenant isolation

Every workspace is scoped by tenant ID — your data stays separate and secure.

Deep dive

Pipeline

Lead & contact management

Centralize every inquiry in one hub. Tag, filter, and assign leads to the right seller or brand without losing context.

  • Multi-brand lead routing
  • Assignment history & notes
  • API & webhook ingestion
Ledrix CRM lead management dashboard for sales teams
Automation

Seller workflows

Reduce manual handoffs with structured assignment flows, performance bonuses, and leaderboards that keep teams accountable.

  • Seller leaderboard
  • Performance bonus tracking
  • Lead prediction (on eligible plans)
Seller workflow automation in Ledrix sales CRM
Revenue

Orders, payments & invoicing

Generate payment links, track orders through completion, and support dual invoicing and chargeback tracking on higher tiers.

  • Stripe & PayPal
  • Milestone payments
  • Payment link management
Stripe and PayPal payment links inside Ledrix CRM
Integrations

API & webhooks

Connect your stack with REST API access and webhooks on eligible plans. Ingest leads, sync status, and build custom workflows.

  • Tenant-scoped API keys
  • Webhook events
  • Custom domain & white-label options
Ledrix CRM API and webhook integrations for lead intake
Insights

Reporting & dashboards

Admin dashboards show leads, orders, seller performance, and usage against your plan limits — always up to date.

  • Real-time usage metrics
  • Plan limit visibility
  • Project & task tracking
Ledrix CRM admin reporting and seller performance dashboards

Built for every role

Sellers

Focused panel for assigned leads, follow-ups, and closing — without admin clutter.

Admins

Full CRM control: brands, users, orders, payments, and tenant-wide settings.

Clients

Self-serve portal for order status, support tickets, and project visibility.

Ready to see it live?

Start your free trial or compare plans — no credit card required.

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Frequently asked questions

Common questions about Ledrix CRM, trials, and multi-tenant sales workflows.

Ledrix CRM is a multi-tenant sales CRM built for agencies, closers, and revenue teams. It connects lead capture, seller assignment, orders, payment links, and client portals in one tenant-isolated workspace.

Ledrix is designed for digital agencies, sales teams, project managers, front sellers, and growing businesses that need structured pipelines, role-based panels, and payment workflows without juggling multiple tools.

Yes. Ledrix offers a free trial on published plans — typically 14 days with full CRM access and no credit card required. Visit the pricing page to compare plans and start registration.

Ledrix is seller-first and agency-ready: multi-brand workspaces, dedicated seller and admin panels, Stripe and PayPal payment links, client portal, Upwork module, and tenant isolation from day one — not a generic contact database.

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