Form & Phone Lead Tracker for Local Service Businesses – Lead Ledger

Lead Ledger helps local service businesses see every lead their website generates — form submissions, click-to-call, and click-to-email events — in one simple dashboard.

All lead data stays on your WordPress site. No external CRM or third-party tracking service is required.

Built for these industries

Lead Ledger is designed for businesses that live on phone calls and contact forms:

• Home services — HVAC, plumbing, roofing, electrical, landscaping, cleaning, and general contractors
• Professional services — dental practices, law firms, accounting firms, and other appointment-based local businesses
• Any local business — if your site uses contact forms, click-to-call links, or click-to-email links, Lead Ledger fits

During setup, choose your business type (HVAC, plumbing, roofing, electrical, dental, legal, or other local service) so the wizard can tailor defaults. More industry presets may be added over time.

How it works

1. Install and activate — After activation, Lead Ledger opens a 3-step setup wizard.
2. Choose your business type — HVAC, plumbing, roofing, electrical, dental, legal, or other local service categories tailor dashboard defaults.
3. Connect your forms — Select which Contact Form 7, WPForms, Fluent Forms, Ninja Forms, Gravity Forms, or Elementor Pro forms to track, or use the built-in [ltll_form] shortcode on any page.
4. Confirm privacy settings — Acknowledge that lead and click tracking will be disclosed in your site privacy policy. Optional page view counts stay off unless you enable them.
5. Set up alerts — Add a notification email for instant alerts. Optionally enable a Monday morning weekly digest.
6. Track leads automatically — When a visitor submits a connected form, clicks any tel: link, or clicks any mailto: link, Lead Ledger saves the lead with page URL, referrer, device type, and timestamp.
7. Review and act — Use the Dashboard for weekly stats and trends, or open Leads to search, filter, export individual leads as JSON, or delete records.

Phone and email click tracking runs site-wide via a lightweight front-end script. Form tracking hooks into Contact Form 7, WPForms, Fluent Forms, Ninja Forms, Gravity Forms, and Elementor Pro on submit. The native shortcode submits through the WordPress REST API with honeypot, timing, and rate-limit checks.

Features

• Track Contact Form 7, WPForms, Fluent Forms, Ninja Forms, Gravity Forms, Elementor Pro, and a native shortcode form
• Native form shortcode with theme-adaptive styling and built-in spam protection (honeypot, timing check, rate limit)
• Click-to-call (tel:) and click-to-email (mailto:) tracking on any page — includes page URL and referrer for each click
• Dashboard with weekly/monthly stats, 30-day chart (forms, phone clicks, email clicks), top pages and sources
• Leads list with search, date filters, and a themed lead detail view
• Email instant alerts (when an address is configured) and optional weekly digest (opt-in)
• 3-step setup wizard for quick setup
• Dark / light theme toggle on admin screens
• 90-day lead history with per-lead JSON export and delete in the admin
• Optional CF7/WPForms field mapping when auto-detection needs help

Page view collection is off by default and requires an explicit admin opt-in.

Native form shortcodes

• [ltll_form]
• [ltll_form theme="dark"]
• [ltll_form theme="light"]
• [ltll_form type="estimate"]

Lead Ledger Pro

The free plugin includes everything you need to start tracking leads. Lead Ledger Pro adds SMS alerts, unlimited retention, CSV export, source breakdowns, and team workflow tools. See the site for details.

Privacy Policy

Lead Ledger stores lead data locally in your WordPress database.

Data collected (when a visitor submits a form or clicks a phone or email link):
* Name, email, phone number, message (if provided on form submissions)
* Email address or phone number from the clicked mailto: or tel: link (on click events)
* Referrer URL / source domain
* Page URL where the event occurred
* Device type (mobile/desktop)
* Timestamp

Data collected (admin opt-in only, default off):
* Anonymous daily page view counts per URL (no personal data)

Retention:
* 90 days, then auto-deleted (free plan)

Third parties:
* No lead data sent to external services

Privacy tools:
* Setup wizard requires privacy policy acknowledgment before finishing
* Optional privacy policy URL for the native form consent link
* Export or delete individual leads from the Lead Ledger admin (not via WordPress Tools → Export/Erase Personal Data)