LeadTracker AI

LeadTracker AI offers free electronic signatures and document signing: send up to 20 documents for signing each month, with all signers included. Prepare PDF, Word and template-based agreements, place signature fields, and track signing status and evidence. Use it even if document signing is all you need.

The permanent Free plan also includes 2,500 CRM records, unlimited deals and sales pipelines, follow-up tasks, three team seats, projects and task boards, and team chat. Schedule appointments with two booking event types and up to 300 bookings per month. Build two User Journey Forms for lead qualification with 100 included submissions per month and full attribution; extra submissions are still captured free. Import/export CRM data, customize document and booking-page branding with your logos, colors and fonts, and organize meetings through your own calendar provider. Team chat includes attachments up to 5 MB each and 250 MB per workspace per month. Native video hosting, recordings and AI meeting summaries require paid access. Get one developer API key and MCP access. No credit card is required and the Free plan does not expire.

Collect agreement payments through your connected workspace Stripe account: one-time fees, recurring payments and payment schedules. Stripe account/webhook setup is required and Stripe processing fees apply. Non-billable document signing needs no Stripe setup.

Connect Claude to work with authorized CRM, scheduling, forms, projects and collaboration records. Available tools depend on OAuth permissions, workspace configuration and entitlements. Document tools require document permissions; if signing or payment tools are absent from your connection, use the LeadTracker AI web app for those features. Calling, SMS, email campaigns, video, provider AI, enrichment and workflow automation require paid access.

Review documents, recipients and requested changes before sending invitations, collecting payments or changing records.