Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • WEX Field Service Management Reviews & Ratings
    67 Ratings
    Company Website
  • WERX Reviews & Ratings
    35 Ratings
    Company Website
  • CompanyCam Reviews & Ratings
    5,585 Ratings
    Company Website
  • Buildxact Reviews & Ratings
    264 Ratings
    Company Website
  • Connecteam Reviews & Ratings
    10,756 Ratings
    Company Website
  • Verizon Connect Reviews & Ratings
    1,003 Ratings
    Company Website
  • P3Source Reviews & Ratings
    16 Ratings
    Company Website
  • DrayMaster Reviews & Ratings
    1 Rating
    Company Website
  • Roofr Reviews & Ratings
    146 Ratings
    Company Website
  • Act! Reviews & Ratings
    555 Ratings
    Company Website

What is Pencil Assistant?

Pencil Assistant is an innovative AI solution tailored for tradespeople in the UK, available through WhatsApp. This tool helps users efficiently manage their time by organizing schedules, booking jobs and site visits, creating quotes and invoices, validating merchants, and developing marketing materials while they work. Users can conveniently send voice messages or photographs of handwritten notes, which the assistant converts into well-formatted PDF documents, allowing adjustments to line items, labor fees, or VAT as needed. Furthermore, users can check their schedules, upcoming jobs, and invoice statuses whenever they wish. The assistant can also effectively oversee nearby job sites, suggest appointments, and generate follow-ups and reminders for clients, along with crafting captivating marketing content. The service offers multiple subscription options, including a free Early Access plan and paid tiers named Pencil and Pro that provide various message and quote limits, making it accessible to all tradespeople. With its extensive range of features, Pencil Assistant is poised to transform the way tradespeople handle their everyday tasks, ultimately enhancing their productivity and efficiency in their work. As tradespeople increasingly adopt this technology, the potential for significant improvements in workflow and customer interaction becomes more evident.

What is Ledgo CRM?

Ledgo CRM is an online solution designed specifically for small and growing sales teams that handle inquiries through WhatsApp, phone calls, and various digital platforms. By consolidating communications from WhatsApp Business, website chat, web forms, and other integrated channels into a single team inbox, this platform allows users to assign conversations and convert them into actionable leads with assigned owners and follow-up tasks. Teams can efficiently manage their contacts and deals using customizable pipeline boards, track follow-up tasks, document calls and face-to-face meetings, and schedule appointments seamlessly. The system also supports product catalogs, tax-compliant quotations, online customer approvals, invoicing, partial payment tracking, and overdue account monitoring. Additionally, in-depth reports provide valuable insights into sales performance and invoice statuses, while defined user roles and activity logs enhance team collaboration. Ledgo includes a web-based workspace, a mobile app compatible with Android, a REST API, webhooks, and an MCP connection. Its variety of features makes it particularly beneficial for businesses with small to medium-sized teams involved in selling services, products, or appointments, thereby boosting their operational efficiency and customer engagement. Ultimately, Ledgo CRM empowers teams to optimize their workflows and elevate overall sales performance while ensuring that customer interactions are handled with care and professionalism. This comprehensive tool not only enhances productivity but also fosters long-term customer relationships.

Media

No images available

Media

No images available

Integrations Supported

WhatsApp

Integrations Supported

WhatsApp
Model Context Protocol (MCP)

API Availability

API Availability

Has API

Pricing Information

£15.99/month
Early Access is free and includes 70 messages and 7 quotes, with no card required. Pencil is £15.99/month and includes 300 messages and 30 quotes. Pro is £29.99/month and includes 1,000 messages and 100 quotes. Paid plan prices exclude VAT. A 7-day free trial is available.
Free Version
Free Trial Offered?

Pricing Information

$39/company/month
Starter costs $49 per company per month with monthly billing, or $39 per company per month when billed annually. Five users are included. The 14-day trial includes Business features and requires no credit card. There is no setup or onboarding fee.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android

Customer Service / Support

Not specified

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub

Company Facts

Organization Name

Pencil Assistant

Company Location

United Kingdom

Company Website

getpencil.co.uk

Company Facts

Organization Name

Ledgo

Company Location

United Arab Emirates

Company Website

ledgo.io

Categories and Features

AI Assistants

Not specified

Categories and Features

CRM

Not specified

Popular Alternatives

Popular Alternatives

Unavoidable CRM Reviews & Ratings

Unavoidable CRM

Unavoidable Studio
Hexvan Reviews & Ratings

Hexvan

ACL Software BV