CRM & Systems of Record
L

LeadHeed

Simple all in one customer relationship management platform aimed at small businesses and first time buyers, built around lead capture forms, a visual deal pipeline, task management and stage triggered email automation, with an omnichannel inbox for WhatsApp, Facebook and Instagram messages. Free tier for up to three users and 5,000 contacts, paid tiers at fifteen and thirty five dollars per user per month. Operated by LeadHeed Limited, incorporated in Hong Kong, and partnered with the cloud telephony provider Calilio.

Last VerifiedAugust 20, 2026
Compare LeadHeed with other vendors
Founded
—
Headquarters
Hong Kong
Website
leadheed.com
Categories
crm, sales-engagement, customer-success
Assessment

Capability Axes

Capability grades

17 of 17 axes rated · 4 graded A or B

AI Capability
AI CentralityAI CentralityWhether AI is the product or a feature veneer. The removal test: peel the AI label off, and does anything sellable remain?
CC on AI CentralityAI features on a conventional platform. Peel the AI label off and the product still works roughly as before.
Vendor Published

Not an artificial intelligence product and it does not present itself as one. The homepage, the four product pages and every page title carry no model claim at all; the positioning throughout is a simple record for beginners. One section of the pricing comparison table is headed for artificial intelligence powered features and contains exactly two rows: an email writing assistant marked coming soon, and automated task generation, which the homepage itself describes as a rule that assigns a task when a deal enters a chosen stage.

Strip every model from the product and the whole of it remains, because the only model dependent feature has not shipped. Graded at the middle band under the convention that reserves the lower band for a marketed claim failing the removal test rather than for a competent product that makes no claim. The tension worth recording is that a rules trigger is filed under an artificial intelligence heading in the one table a buyer uses to compare tiers.

Autonomy and Oversight ModelAutonomy and Oversight ModelWhat the system does without a human. Draft for review, auto send, or fully agentic, and what contains a bad run.
CC on Autonomy and Oversight ModelAutonomy is claimed or implied with the oversight model asserted rather than documented. Buyers cannot tell from public sources what runs unsupervised.
Vendor Published

Automation is rule based and every rule is written by the operator. The three published examples are all stage triggered: send a prepared email when a deal moves to a chosen stage, send a reminder when a deal sits in one stage past a set time, and assign a task to the deal owner when a deal enters a stage. Nothing initiates contact on its own judgement and nothing acts outside a condition somebody configured.

An all activities view records what happened and when, which is an activity log rather than an oversight control. Held at the middle band because approval steps, sending ceilings, escalation paths and an auditable record of automated actions are all unaddressed, and because the stuck deal rule mails a prospect with no person in the loop at the moment of sending.

AI Disclosure and Model TransparencyAI Disclosure and Model TransparencyWhat models power the product, whether AI generated outreach discloses itself, and whether scoring and routing logic is explainable.
CC on AI Disclosure and Model TransparencyThe product is described as AI powered with the stack, the disclosure behavior, and the scoring logic all unstated.
Vendor Published

The single model dependent feature on the whole surface, an email writing assistant, is marked coming soon in the pricing comparison table, and its allowance cell contains an unfinished internal editorial note rather than a value. No model, provider, hosting location or processing boundary is named anywhere on the pages read, and there is no documentation of how generated text would be produced or reviewed.

Held at the middle band rather than lower because very little is claimed and therefore very little is left undisclosed. The gap becomes material the moment the feature ships, because a writing assistant inside a record of correspondence reads customer email content and nothing published says where that content would go.

Operational and Outcome EvidenceOperational and Outcome EvidenceMeasured outcomes with a stated basis: replies, meetings, pipeline, win rates. Logos are not evidence and prestige is not measurement.
DD on Operational and Outcome EvidenceNo outcome evidence published beyond assertion, on a product sold on its results.
Vendor Published

Evidence of outcomes is absent at every level a buyer could check. Ten customer logos sit under a heading claiming trust and recommendation from more than one hundred industry leaders; not one is linked, not one is named in any case study, and not one corresponds to a company that could be located.

Four statistics counters, for businesses onboarded, automations created, leads captured and pipelines created, rendered at their animation starting values on fetch, so the figures the vendor publishes were not readable and are recorded here as unread rather than absent. A heading stating the product is rated among the best customer relationship management software has no review content beneath it.

There are no case studies, no named customers, no quantified results, no analyst coverage and no located listing on the major software review platforms, while the vendor's own announced telephony partner does carry one. The about page claim of hundreds of teams across countries stands entirely unsupported.

Compliance and Risk
Outreach Compliance PostureOutreach Compliance PostureHow the product handles regulated outreach: consent, DNC scrubbing, opt out mechanics, caller ID conduct, and the public enforcement record.
CC on Outreach Compliance PostureCompliance is mentioned as the customer’s responsibility, with little or no product enforcement described. The tool can be run lawfully, and nothing about it helps.
Vendor Published

One genuine compliance statement exists and it sits in the privacy policy rather than in any commercial document. The omnichannel messaging section allocates responsibility plainly: messaging is customer initiated unless platform rules permit otherwise, customers are responsible for obtaining lawful consent from end users before messaging them, end users may withdraw consent at any time, and the vendor states that it does not itself send unsolicited promotional messages.

The problem is coverage. That allocation is written for the three social messaging channels, and all three are marked coming soon in the pricing table. The channels that do ship, stage triggered email automation on the middle tier and built in calling and text messaging on both paid tiers, carry nothing at all: no statute named anywhere on the site, no acceptable use or anti spam policy located, no unsubscribe mechanics, no do not call handling and no time of day rules. A fair use policy is listed in the footer and was not read this pass.

Data Privacy PostureData Privacy PostureGDPR and CCPA posture: lawful basis, data subject rights handling, DPA availability, subprocessor disclosure.
BB on Data Privacy PostureA real privacy program is visible (DPA available, policy substantive) with a gap on the hard question, commonly lawful basis for enriched or tracked individuals.
Vendor Published

Materially stronger than the vendor's size predicts. The controller is named as a specific legal entity incorporated in Hong Kong, the governing statute is named by its ordinance number, four lawful grounds are enumerated against seven stated purposes, and data subject rights including portability are listed with three routes to exercise them.

Five sub processors are named individually with the function each performs, covering application infrastructure, website hosting, the social messaging layer, live chat and payment processing, which is a named supplier register that several far larger vendors in this index do not publish. A data processing agreement is offered with six obligations enumerated, including deletion or return of personal data on termination.

A dedicated deletion request page carries a thirty day commitment after identity verification, and the policy states plainly that personal data is not sold. Off the top band on four items: transfer safeguards are described only as contractual protections with no mechanism named; the processing agreement is available on request rather than published; no data protection officer or European representative is identified; and the cookies policy link inside the policy body points to a working document in an editing view on a third party document service, while a proper cookie policy page exists in the footer.

Data Licensing and ProvenanceData Licensing and ProvenanceWhere the data comes from and on what legal footing: licensed, contributed, public record, or scraped, and who stands behind the answer.
CC on Data Licensing and ProvenanceData is described by its size and coverage with its origin unstated. The provenance question is answerable only by asking the vendor.
Vendor Published

Clean by absence and that is the honest reading. There is no contact database, no enrichment waterfall, no intent supplier and no scraping mechanism anywhere on the surface. Every record arrives because the customer imported a spreadsheet, built a capture form, or received an inbound message on a channel they connected themselves.

The people whose details end up stored hold a relationship with the customer rather than with the vendor, which is among the least extractive sourcing models in this category. Held at the middle band because those third parties still have no notice that their details sit in this particular system and no route designed for them, though the published deletion request page is a better answer than most vendors of this shape offer and is recorded in the vendor's favour.

Platform Terms ExposurePlatform Terms ExposureWhether the product operates inside the terms of the platforms it touches, and the restriction risk a buyer inherits when it does not.
BB on Platform Terms ExposureThe method is described and mostly conformant, with one real ambiguity the vendor does not resolve, or conformance asserted without the partnership evidence that would settle it.
Vendor Published

The social channels are approached through the platform owner's own business messaging products rather than around them. Integrations are enabled only after the customer connects their own account and grants authorisation, customers may disconnect at any time, and the policy defers explicitly to platform rules on when messaging is permitted.

Nothing on the site offers a browser extension, a scraping mechanism, account rotation, proxy infrastructure, multiple identity sending or any language about avoiding detection, which is the behaviour that puts vendors in the bottom band of this axis.

Off the top band on two counts: the messaging integrations are marked coming soon in the pricing table, so the stated posture currently runs ahead of the shipped mechanism; and built in calling and text messaging do ship on the paid tiers with no carrier registration, sender identity or messaging conformance position published anywhere.

AI Safety and Data StewardshipAI Safety and Data StewardshipThe cross client boundary: whether customer data trains models that serve competitors, plus retention and deletion posture.
CC on AI Safety and Data StewardshipSecurity language exists but the training question, the one this axis turns on, is unanswered: a buyer cannot tell whether their pipeline data improves a competitor’s instance.
Vendor Published

Nothing published addresses the question. There is no statement on whether content held in customer records is used to train or improve any model, no cross tenant boundary commitment, and no model provider named. The closest the privacy policy comes is a platform improvement purpose scoped to analysing usage patterns and improving performance and features, which speaks to telemetry rather than to content.

The gap sharpens against the roadmap: an email writing assistant is announced as coming, and a writing assistant inside a system that stores correspondence, deal notes, attached proposals and social messages has an obvious reason to read that material. A buyer signing today has no published answer to what happens when it ships.

Recipient Disclosure and AuthenticityRecipient Disclosure and AuthenticityHow the product presents itself to the people it targets: whether automated outreach and AI agents disclose themselves, whether sender personas are real, and whether personalization is grounded in verifiable fact. Measured as known compliance with Article 50 of the EU AI Act, in force since August 2, 2026, which requires AI systems that interact with individuals to disclose that fact.
CC on Recipient Disclosure and AuthenticityNothing published on whether recipients are told they are dealing with software. For a product whose AI talks to prospects, silence here is now a regulatory posture, not a style choice.
Vendor Published

Nothing synthetic operates anywhere in the product today. There is no agent, no generated sending in production, no cloned voice, no manufactured caller identity, no automated social action and no simulated conversation, so every outbound act still originates with a person who wrote it. The privacy policy also states that the vendor does not send unsolicited promotional messages and places the consent obligation on the customer.

Held at the middle band rather than higher because there is no affirmative disclosure mechanism of any kind: stage triggered emails and stuck deal reminders reach a prospect in the operator's name with nothing marking them as automated, the announced email writing assistant has no stated disclosure position, and the European transparency obligation covering artificial intelligence systems that interact with people is nowhere addressed on the site.

Integration and Deployment
Ecosystem and Integration DepthEcosystem and Integration DepthDocumented depth of CRM and stack integration: objects, sync direction, API surface, marketplace presence that matches the claims.
CC on Ecosystem and Integration DepthIntegrations are listed as logos. Depth, direction, and limits are not documented anywhere a buyer can read.
Vendor Published

Connection is promised broadly and documented barely at all. A third party integration feature page exists and the homepage undertakes to connect the product to the tools a buyer already uses, but the only specific connections named across the pages read are the three social messaging channels and the partner telephony platform, and all four are marked coming soon in the pricing comparison table.

There is no programmatic access, no developer documentation, no webhook surface, no listing on a general automation connector, no marketplace and no agent protocol server. Two way email synchronisation is the practical exception and it does ship on every tier including the free one; calendar connection is itself marked coming soon. This weighs heavier for a system of record than for a point tool, because a record that cannot exchange data with the rest of the stack becomes the thing a growing team has to leave.

Deployment Model and Data ResidencyDeployment Model and Data ResidencyWhere the product runs and where customer data lives, including residency options for EU buyers.
CC on Deployment Model and Data ResidencyCloud hosted is the whole public answer. Region and residency questions require a sales conversation.
Vendor Published

Processing locations are disclosed without a commitment attached. The policy states that data may be processed in Hong Kong, in the United States, and in other jurisdictions where infrastructure providers operate, and it names the cloud provider for the application and the separate host for the marketing site. No region is offered as a choice, no data centre or cloud region is identified, and no residency option is sold.

The open ended third clause is what holds this at the middle band rather than one higher: a vendor stating that data is collected globally and stored in one named country has taken a position with no options in it, which is still a position, whereas a clause covering wherever suppliers happen to operate commits to nothing a buyer can hold.

Security Certifications and Trust CenterSecurity Certifications and Trust CenterVerifiable security posture: enumerated current certifications and a trust center an outsider can actually read.
CC on Security Certifications and Trust CenterSecurity is claimed in general terms. Asserting certifications without enumerating them is weaker than it looks, and this band is where that lands.
Vendor Published

Six controls are enumerated in the privacy policy: encryption in transit, encryption at rest, role based access control, infrastructure on a named major cloud, logging and monitoring, and regular security reviews, followed by a plain acknowledgement that no system is completely secure. Naming specific controls and declining to overclaim is more than most vendors of this size manage.

What is missing is any independent verification: no certification of any kind is claimed, there is no trust centre, no audit report or audit period, no penetration test, no dedicated security page, no vulnerability disclosure route and no status page. Assertion without attestation is the definition of the middle band.

Commercial and Operational
Commercial TransparencyCommercial TransparencyWhether a buyer can budget without a sales call. Published pricing graded on completeness, not on the price itself.
BB on Commercial TransparencyPartial pricing published (entry tiers real, enterprise opaque) or pricing published with load bearing exclusions.
Vendor Published

Among the more complete published price pages of any vendor this size. Three tiers carry real figures on both billing periods, zero, fifteen and thirty five dollars per user per month, falling to zero, twelve and twenty eight billed annually, with the saving stated.

An eight section comparison matrix renders every tick and cross, and the hard limits that decide the real bill are published per tier: user counts of three, ten and unlimited, contact allowances of five thousand and fifteen thousand, pipeline counts of one, ten and unlimited, a form builder cap and email template counts. Signup is self serve with a fourteen day trial and no card. Off the top band on three items.

The upper tier contact allowance reads as unlimited or an add on, and no add on price appears anywhere. Built in calling and text messaging ship on both paid tiers with no per minute rate, per message rate or bundled allowance published, which is a consumption line sitting inside an otherwise complete price. And the trial length contradicts across pages: the pricing page and homepage both say fourteen days while the contact page answers the same question with thirty days, twice.

Exit and Data PortabilityExit and Data PortabilityWhat happens when a customer leaves: completeness of data export, rights to enriched or licensed data after termination, deletion commitments, and auto renewal mechanics, graded from published terms and documentation.
BB on Exit and Data PortabilityReal export capability documented, with a material exit question unstated in public terms, commonly post termination rights to licensed or enriched records.
Vendor Published

Bulk import and export ship on every tier including the free one, which is more than several paid only competitors offer, and the export ceiling on each tier matches that tier's own contact allowance rather than sitting below it.

The privacy policy enumerates a portability right, names deletion or return of personal data on termination as an obligation inside the offered processing agreement, and publishes a dedicated deletion request page with a thirty day commitment after identity verification. That is the post termination half of this axis at least partly answered, which is uncommon at this size.

Off the top band because the instrument carrying the termination obligation is available only on request rather than published; because no retention window, deletion timeline or export file format is stated for the account itself; because report export is withheld from the free tier; and because there is no programmatic route out at all, so extraction depends entirely on a manual download.

Deliverability and Sending DisciplineDeliverability and Sending DisciplineThe operational craft of sending: warmup, rotation, volume governance, spam rate monitoring, and what happens when reputation degrades.
CC on Deliverability and Sending DisciplineDeliverability is invoked as a benefit with no documented mechanism. For senders this is the axis where marketing most outruns evidence.
Vendor Published

Sending runs through the customer's own connected mailbox rather than shared vendor infrastructure, which keeps the reputation consequences with the party making the sending decisions and avoids the pooled sender problem that catches cheaper platforms. Beyond that the axis is unaddressed.

Nothing is published on authentication guidance, sending volume limits, warmup, bounce handling, complaint thresholds, blocklist monitoring, list hygiene or unsubscribe mechanics, and stage triggered email automation ships on the paid tiers regardless. Open and click tracking is marked coming soon, so there is not yet an engagement signal available to govern sending with even if a buyer wanted to. Built in calling and text messaging ship with no sender registration, number reputation or carrier filtering position published.

Segment and Market CoverageSegment and Market CoverageWho the product actually serves, evidenced: segments, geographies, languages, and customers that match the claim.
CC on Segment and Market CoveragePositioning language covers everyone from startup to enterprise, which specifies no one.
Vendor Published

The core segment is stated consistently and the product genuinely matches it: small businesses, first time buyers of a record system, and teams outgrowing a spreadsheet, with a free tier capped at three users that gives the claim a numeric floor and a direct spreadsheet comparison in the frequently asked questions. Breadth then undoes it.

The pricing headline widens to businesses of all sizes, an enterprise solutions page sits alongside the small business one from a vendor whose top tier is thirty five dollars per user, and the solutions menu spans fourteen industries, six buyer roles and four internal teams, one of which sits outside the go to market stack entirely. Several of those pages read as search coverage rather than product specialisation. No ceiling and no disqualifying condition is stated anywhere.

Commercial

Pricing

What this vendor charges, what it commits to in writing, and where the bill can move. Figures the vendor publishes itself are labeled Vendor Published. Figures labeled Estimated come from other sources and the vendor has not confirmed them.

What it costs
Vendor Published
Free tier at $0
paid from $12 per user monthly billed annually or $15 monthly, rising to $28 and $35
$12 lowest published figure
In short
  • ›There is a free tier, then $15 per user a month or $12 if you pay yearly, and $35 monthly or $28 yearly. Both discounts are exactly 20 percent.
  • ›What this page does well is show you both figures at once rather than making you flip a switch. That sounds minor, but it stops you accidentally comparing this company's yearly rate against a competitor's monthly one.
  • ›The description also matches the page, quoting $15 rather than something lower. Another vendor in this same batch quotes a figure in its description that is 16 percent below its own lowest published rate.
  • ›Live chat and helpdesk are included free at every size. If you currently pay separately for support tooling, count that saving rather than comparing record system prices alone.
  • ›The gap is that nothing says what separates the tiers, so you cannot tell from the page whether the cheaper paid plan does what you need.

How the price works

What you are charged for, and what makes the bill go up.

Per user subscription across a free tier and two paid tiers, with both billing frequencies rendered together.

A free tier is published at $0. The entry paid tier is $15 per user per month, or $12 per month when billed annually. The tier above is $35 per user per month, or $28 per month when billed annually. Both annual arrangements compute to a 20 percent saving.

The vendor renders the monthly rate and its annual equivalent within a single expression rather than behind a toggle, though a monthly and annual switch is also present.

The page description tag states the product as a simple all in one record system for $15 per month, matching the rendered monthly rate.

The vendor frames the ladder as starting free and upgrading based on feature needs, without publishing which features distinguish the tiers.

Live chat and helpdesk are published as free for businesses of all sizes.

No usage meter, credit line, record volume limit, seat minimum or contract length is published. A free demonstration route is offered alongside the free tier.

What the contract says about your data

What the vendor commits to in writing once your data is in the product.

Not established from the pricing page, which served no legal or security links in the retrieved markup. No processing agreement, sub processor listing, certification claim, retention period or residency statement was located, and only the pricing page was followed on this vendor.

The custody question is the ordinary record system one, with one addition arising from the published capability set. A configured account holds the buyer's pipeline, contact and company records, deal history and activity.

The addition is live chat and helpdesk, published as included for businesses of all sizes. A helpdesk holds inbound conversations from the buyer's own customers, including whatever those customers disclose while seeking support, and live chat holds transcripts of real time exchanges. That is a different data category from pipeline records: it is unstructured customer communication, frequently containing account details, complaints and occasionally sensitive personal circumstances.

A buyer should establish retention for chat transcripts and helpdesk tickets separately from record retention, since the two are commonly governed differently and support archives accumulate faster than deal records.

For a vendor at this price point a buyer should not assume documentation exists on surfaces not reached, and should ask before connecting customer facing channels.

Getting started

What it costs and what is included before the product is running.

None charged and none located. A free tier is published as a permanent starting point rather than a trial, a free demonstration route is offered, and no setup fee, onboarding charge, migration rate, professional services rate or seat minimum was found.

The billing presentation is the strongest practical feature. Both frequencies are rendered together, at $15 monthly with $12 when billed annually, and $35 monthly with $28 annually. A buyer sees the alternative without switching a toggle, which removes the comparison error that arises when a monthly figure on one page is set against an annual figure on another.

Both discounts compute to 20 percent, applied uniformly.

The cost structure is per user per month with no usage meter, no credit line and no record volume limit published, so a buyer's bill is determined entirely by headcount. That predictability is the practical advantage over record systems metered on stored records.

One product is bundled without a separate charge and it changes the comparison: live chat and helpdesk are published as free for all sizes of business. A buyer currently paying separately for support tooling should factor that displaced cost rather than comparing record system rates alone.

What is not published is what separates the tiers. The vendor frames the ladder as upgrading based on feature needs, without stating which features sit where, so a buyer cannot determine from the page whether the entry paid tier meets their requirements.

What to watch for

Where this pricing can surprise a buyer who has not read it closely.

A four level ladder published at both frequencies with the annual equivalents shown inline, which is the clearest presentation of a monthly against annual choice in this tranche.

The published figures are a free tier at zero, then 15 dollars per user monthly with 12 dollars when billed annually, and 35 dollars per user monthly with 28 dollars annually. The vendor renders both figures together in a single expression rather than requiring a toggle to see the alternative, so a buyer reads the monthly rate and its annual equivalent at the same moment.

That presentation matters more than it sounds. Across this index the common arrangement is a toggle showing one figure at a time, which means a buyer comparing tiers must switch back and forth and frequently compares an annual rate against a competitor's monthly one. Showing both inline removes that error, and only a handful of vendors here do it.

The discounts compute at 20 percent on both paid tiers, uniform across the ladder, which is the rarer and more honest shape.

The metadata claim is worth checking against the page and it holds: the description positions the product as a simple all in one record system for 15 dollars per month, which is the rendered monthly rate rather than an understated figure. After recording LeadDesk in this same batch, where the metadata figure sits 16 percent below the lowest published rate, a vendor whose metadata matches its page is worth noting as correct behavior.

The free tier is published as a genuine starting point rather than a trial, with the vendor framing the ladder as start free and upgrade based on feature needs. So the upgrade trigger is capability rather than volume, and a buyer should identify which feature moves them up before assuming the free tier suffices.

One inclusion is published broadly: free live chat and helpdesk for all sizes of business. That is a second product bundled without a separate rate, which for a buyer currently paying for a helpdesk separately is the comparison worth running.

The numeric field carries 12, the entry paid tier on annual billing.

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