LeadLock AI
Demo Activity: ON

You're viewing a demo workspace with sample data (pipeline, AI, LedgerAI, campaigns, integrations). Upgrade to use your own data and unlock full features.

How this works

Prebuilt systems and templates — plug-and-play setups for your industry.

Install a template or workflow with one click; customize timing and copy to match your process.

What to do here: Browse templates, install what fits, and tweak settings in your workspace.

Marketplace

Install ready-made AI agents, workflows, and industry templates. One-click setup; all use the same lead ingestion and CRM.

Sample Data · Upgrade to install templates and integrations.

Sample integrations

Twilio (SMS)Make.comGoogle CalendarChat WidgetStripe

Templates / tools

  • Chat Widget + AI Assistant pack
  • Real Estate Pipeline Template
  • HVAC Follow-up System
  • Invoice automation & LedgerAI starter
  • Solar / home services funnel

What the Marketplace means

The Marketplace is a library of pre-built pieces you can add to your LeadLock account instead of configuring everything yourself. Everything you install runs on the same pipeline and CRM, so leads from every source stay in one place.

  • All marketplace items use the same lead ingestion (forms, chat, SMS, Make.com, API) and the same CRM. Leads from any source flow into one pipeline.
  • One-click setup means you install an agent or workflow, optionally configure a few options, and it starts running. No code required.
  • You can mix and match: install a roofing AI agent, add a welcome-SMS workflow, and use an industry template for defaults — everything stays in sync in your CRM.

What you can install

AI agents

Pre-built conversational agents for specific use cases: roofing quotes, legal intake, healthcare scheduling, real estate qualifiers, and more. Each agent is trained to ask the right questions and capture the right details for your industry.

No custom AI training required — install, connect your sources, and start capturing qualified leads.

Workflows

Ready-made automations that plug into your CRM: welcome sequences, meeting reminders, lead assignment rules, and follow-up drips. Triggered by new leads, replies, or pipeline stage changes.

One-click install; you can tweak timing and copy to match your process.

Industry templates

Bundles that combine agents, workflows, and default settings for a given industry (e.g. home services, legal, healthcare). Get a full setup in minutes instead of building from scratch.

Same lead ingestion and CRM for everything — one place for all leads from website, chat, SMS, and integrations.

Unlock full access to use your own data, automations, and integrations.

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