LeadHub

About LeadHub

Launch your own lead-to-revenue platform - branded, self-hosted and ready to resell. LeadHub is a multi-tenant SaaS CRM that captures leads from 19 channels, qualifies them with built-in scoring and AI coaching, moves them through visual pipelines, automates engagement with email sequences and SMS, and converts them with a tax-compliant billing engine. Every workspace is white-labeled, GDPR-ready and yours.

Built on Laravel 13 with a polished Filament 4 admin, Livewire 3 reactivity and Tailwind CSS, LeadHub works equally well as a SaaS you sell or a private CRM you run internally. Each tenant gets a white-labeled dashboard, branded landing pages, a public booking calendar and a team workspace, while you control plans, gateways, tenants, coupons, tax rates and audit logs from one powerful super-admin panel.

Multi-tenant SaaS architecture

LeadHub is built from the ground up as a multi-tenant platform. Each tenant - your customer - gets a full dashboard for leads, pipelines, automations, sequences, forms, calendar and team management, with white-labeled branding (primary color, accent color, logo, favicon, app name, footer text) and query-level data isolation so tenants never see each other’s leads, deals or settings. Role-based access spans tenant owner, admin, staff and viewer with granular permissions, and every workspace ships its own public-facing surfaces: landing pages, forms, booking calendar and team contact pages.

As the platform owner you run everything from the super-admin panel - create plans with per-plan feature gates and usage limits, manage tenants, configure all five payment gateways, monitor revenue, and review audit logs and backups. One-click tenant impersonation (60-minute audited sessions, full audit trail) lets you troubleshoot any tenant without ever asking for a password.

Capture leads from 19 sources, no Zapier required

LeadHub ingests leads from nineteen channels natively, with no glue code:

• Social and ads - Facebook Lead Ads, Instagram, TikTok, LinkedIn, X/Twitter, Snapchat, Pinterest.
• Messaging - WhatsApp, Viber, Telegram.
• Paid search - Google Ads, YouTube, Microsoft Ads.
• Inbox and forms - IMAP email parsing, Typeform, JotForm, Calendly bookings, web forms.
• Embeddable widget - a lightweight JavaScript snippet that drops a branded form button onto any website with a single script tag.
• REST API and webhooks - scoped API keys for inbound posts and replay-safe, HMAC-signed outbound webhooks.
• Public forms - multi-step shareable links, multi-language (English, Spanish, Arabic, Hindi) and reCAPTCHA-protected.
• Manual entry - bulk CSV import, copy-paste bulk add, or a single-lead form.

Every captured lead is enriched with full context - source, campaign, UTM tags, assigned user, pipeline stage, score, custom fields and a complete activity timeline - so your team can reply, change stages, log calls, schedule meetings and apply tags from one filterable dashboard.

Visual pipelines, scoring and automation

Move leads through your sales process on a drag-and-drop Kanban board, then let rules and sequences do the follow-up:

• Visual Kanban pipelines with custom stages, colors, deal-value tracking and probability percentages; create unlimited pipelines per tenant for sales, support, onboarding or recruiting.
• Lead scoring engine driven by field, behavior and engagement triggers, with plain-language reasoning available through the AI coach.
• Win/loss reasoning captured at close so you can analyze churn drivers later.
• Duplicate detection with configurable email/phone fuzzy matching and a merge workflow that preserves activity history.
• Email sequences with delays, conditions, stop-on-reply, stop-on-won and engagement tracking (opens, clicks, replies).
• Marketing automations built as trigger, condition and action workflows - round-robin assignment, lead scoring, SMS, webhooks and Slack notifications.
• Two-way calendar sync with Google Calendar and Microsoft Outlook, including conflict detection, buffer time and availability rules.

AI Lead Coach built in

Connect your preferred LLM provider and LeadHub adds a sales co-pilot on top of every lead - all of it optional and plan-gated, so the CRM runs perfectly without any AI keys. Tenants on plans without AI still get a fully functional CRM with manual scoring, manual tagging and manual sequence building.

• Next-best-action suggestions - when to call, when to email, what to say, when to drop.
• Draft reply generation from the lead’s full activity history, ready to edit and send in seconds.
• Score reasoning that explains in plain English why a lead scored 87 instead of 62 and which rules fired.
• At-risk detection based on engagement decay, missed touchpoints and sentiment shifts.
• Smart tags suggested from lead content to save manual categorization across thousands of records.
• Subject-line optimizer to generate and A/B-test variants for each email sequence step.

Public surfaces - landing pages, forms and booking

Each tenant gets a suite of public pages that work without login. A drag-and-drop landing-page builder assembles reusable blocks (hero, features, pricing, FAQ, testimonials, CTA forms), and every page is SEO-ready with editable meta tags, OG image and JSON-LD schema in four languages (English, Spanish, Arabic, Hindi). Shareable and embeddable forms add multi-step conditional logic, file uploads, QR-code generation and reCAPTCHA with branded thank-you pages and optional URL redirect. A customer-facing booking calendar handles team round-robin, individual links, buffer time, availability rules and Google/Microsoft sync, auto-creating leads and firing reminder emails and SMS on every booking. Across all of it, each tenant dashboard renders with its own logo, brand colors, app name, favicon and footer text - your platform brand never leaks through - with optional dark mode throughout.

Billing and monetization across five gateways

LeadHub includes a complete multi-gateway billing engine so you can charge tenants the moment you launch:

• Five payment gateways - Stripe (Hosted Checkout, Customer Portal, recurring subscriptions, webhook idempotency, refunds and credit-note receipts), PayPal (billing-subscriptions API with signed-webhook verification and out-of-order event guard), Razorpay for the Indian market, Paystack for Sub-Saharan Africa, and manual bank transfer with super-admin confirmation and configurable bank-detail templating.
• Flexible plans with monthly and annual pricing, feature gates, usage limits and seat caps; the annual toggle carries an operator-configurable discount per plan.
• Plan feature gates that control access per plan: lead sources, AI Lead Coach, marketplace installs, white-label, API access, webhook quota and team seats.
• Coupon system with percentage and fixed-amount discounts, trial extensions, usage limits, date ranges and plan restrictions.
• Tax-compliant receipts with sequential numbering (LH-YYYY-NNNNNN), EU VAT, US sales tax and per-tenant currency; refunds auto-generate negative credit notes for clean year-end accounting.
• Trials and dunning - configurable free trials with automatic expiry, escalating payment-failure emails and upgrade prompts.
• VAT and billing details captured tenant-side: business name, VAT/GST id, billing address, billing email and country.
• Affiliate engine with referral codes, recurring 20% commission tracking and a payout audit trail.

Super-admin panel - full platform control

The super-admin panel centralizes everything: a platform dashboard with total tenants, active subscriptions, MRR/ARR, churn rate, recent activity and lead-source mix; tenant management to create, view, suspend, activate, restore, hard-delete and refund; a plan builder to create and reorder plans with granular feature gates and per-resource usage limits; coupon and tax-rate configuration with EU VAT MOSS and US sales-tax support; multi-gateway credentials for Stripe, PayPal, Razorpay, Paystack and manual transfer in one place; browser-based platform settings for SMTP, branding, the landing-page builder, email templates and integrations; a curated done-for-you templates library you can feature-gate per plan; affiliate payout tracking; audit logs with configurable 180-day retention; verifiable, downloadable database backups; and outbound webhook delivery logs across all tenants. The panel itself can be locked down to specific IP or CIDR ranges with an optional strict mode.

Security and authentication

LeadHub ships with enterprise-grade protection. TOTP two-factor authentication provides QR-code setup, recovery codes and per-role enforcement, backed by an atomic cache-based brute-force lockout that stays safe under burst load. Trusted-proxy configuration resolves real client IPs behind Cloudflare or Nginx, and the super-admin IP allowlist adds an optional strict mode requiring a TCP-peer match. Outbound webhook secrets are encrypted at rest with the app key and signed with replay-safe Stripe-style timestamp + HMAC validation; scoped API keys carry granular read/write permissions and per-key rate limits; and the full Laravel security stack guards against CSRF, XSS and SQL injection with Eloquent parameterization. Access is governed by six roles - super-admin, tenant owner, tenant admin, staff, viewer and customer - with query-level tenant isolation preventing cross-tenant exposure. A strong password policy enforces minimum length, complexity and a breach-database check on signup, while configurable session lockout, email domain verification via DNS TXT challenge and a complete actor/timestamp/IP audit trail round out the model.

Integrations - REST API, webhooks and embed widget

A complete RESTful API exposes leads, pipelines, deals, forms, automations, sequences and webhooks, authenticated with scoped API keys and per-tenant rate limiting (60 requests/minute by default, configurable per plan), with interactive documentation built into every tenant dashboard. Outbound webhooks fire on events such as lead.created, lead.stage_changed, deal.won, form.submitted and automation.triggered, with replay-safe HMAC signatures, encrypted secrets at rest, full delivery logs, retry tracking and dead-letter alerts - drop-in compatible with Slack, Discord, Zapier and any custom endpoint. The embeddable form widget drops a lead-capture form onto any website from a single JavaScript snippet, automatically matching the tenant’s brand colors, submitting cross-origin to the LeadHub backend, with multi-step support, file uploads and reCAPTCHA.

Email system - automated communication

LeadHub sends 15+ types of automated email to keep tenants and their leads informed: a Day 0 / Day 2 / Day 5 / Day 10 onboarding sequence; a behavior-based trial drip campaign with localized subjects in four languages; tenant-defined lead sequences with stop-on-reply, stop-on-won and engagement tracking; booking confirmations with .ics attachments and 24-hour and 1-hour reminders; deal-won team alerts; plan-limit alerts as tenants approach lead, seat or storage caps; escalating dunning emails ending in suspension; trial-expiry notices; signed team invitations with role pre-assignment; sync-driver password resets that work on shared hosting without a queue worker; monthly affiliate commission summaries; GDPR erasure confirmations during the cool-off window; and workspace-deletion warnings before a scheduled hard-delete fires. SMTP is configured from the admin panel with a built-in test-email feature, and Slack and Discord webhook delivery are available as alternatives for transactional alerts.

Team collaboration

Each tenant invites team members via email with signed, single-use, expiring links and assigns owner, admin, staff or viewer roles with different permission levels. Team-size caps are plan-limited with a friendly upgrade prompt, all members share the same dashboard with permission-based visibility, and new leads can be distributed manually, round-robin or load-balanced. An in-app notification panel surfaces activity with unread counters and an email digest, and a per-user audit log records exactly who did what and when, scoped to the tenant.

Customization and branding

Every tenant tailors the experience to their brand: custom logo and favicon across dashboard, public pages and emails; primary and accent colors that flow through the widget, forms, dashboard and landing pages; a per-tenant app-name override so your platform brand never leaks; custom footer copyright and legal links; full dark mode with auto-detect across the entire dashboard; four languages (English, Spanish, Arabic with RTL support, Hindi); per-tenant currency for receipts and reporting; four pre-built marketing landing-page variants (light, modern, editorial, classic); and a per-tenant Open Graph image for social-media link previews.

GDPR and data compliance

A built-in compliance suite covers an Article 28 Data Processing Agreement available as a public download for B2B procurement reviews, a granular cookie consent banner spanning analytics, marketing and functional categories, Article 20 data export as a full ZIP including uploaded files, and Article 17 right-to-erasure as a 30-day cool-off workspace deletion with a reachable cancellation banner. Tax receipts deliberately survive tenant erasure (ON DELETE SET NULL) to meet the legally required 7-10 year retention, while automated retention policies purge audit logs (180-day rolling window), login attempts (30-day forensic window) and webhook events (90-day). Email domain verification, trusted-proxy IP resolution and an Article 30 record-of-processing audit log with actor, timestamp, IP and resource complete the picture.

Done-for-you marketplace

A built-in marketplace ships pre-built automations, sequences, forms and pipelines that install in one click. As platform owner you curate the template library from the super-admin panel and feature-gate installs per plan, so tenants get a head start instead of a blank slate.

Real-world scenarios

• Sell your own CRM as a service - launch a niche CRM SaaS (real estate, agencies, dental clinics) with tiered plans and per-plan feature gates, white-labeled tenant dashboards where customers manage their own leads, pipelines, automations and team members, recurring revenue across five gateways, and an affiliate program paying 20% recurring commissions.
• Agency managing client leads - a unified inbox for every client’s Facebook Lead Ads, Google Ads, TikTok and LinkedIn leads, with per-client pipelines, branded landing pages and embed widgets, automated email and SMS follow-ups from one place, an AI Lead Coach that tells account managers which leads to call first each morning, and monthly per-client reports with conversion metrics and ROI.
• Internal sales team CRM - disable self-service registration to keep a single private workspace, then use the full pipelines, automations, calendar sync and AI Lead Coach, ingesting leads from website forms, Calendly bookings and Facebook Lead Ads, with round-robin assignment distributing new leads automatically and scoped API keys pushing leads from your existing systems.

What’s new

Recent releases added a “Send WhatsApp to Lead” automation action and custom request headers plus a JSON payload template for the “Send Webhook” action; recurring invoices and dues billed monthly or yearly with due-date reminders; CSV/Excel import that maps columns to your own custom fields; automatic settlement for online card payments; a landing-page SEO tab with social footer links; admin role changes from the Team page; threaded, timeline-logged email replies; and security hardening that prevents the workspace owner from being removed, suspended or demoted, blocks invite tampering, and rejects unsafe or malformed values in operator-entered landing-page links, the SEO share image and the invoice logo. Earlier updates introduced one-click maintenance and migration actions from System Health, an unassigned Kanban column, editable landing-page statistics, site-wide branding, a 300 MB upload limit and a dedicated API documentation page, alongside an automatic versioning system.

Setup and compatibility

A browser-driven installer sets LeadHub up with no command line, no SSH and no Composer - upload, visit the URL and follow the steps - auto-detecting proper public-webroot, naive and flat upload layouts and checking PHP version, extensions and folder permissions first. Updates run the same way from the browser, running database migrations and clearing caches without SSH. Shared-hosting essentials are covered out of the box: URL-based cron that works with cPanel, an optional sync mail driver for hosts where queue workers can’t run, a storage fallback for hosts without symlinks, verifiable database backups (with SQL-statement counting), dynamic sitemap.xml, robots.txt and per-tenant og:image generation, and a real health endpoint that probes DB, cache and storage with a 200/503 response.

LeadHub requires PHP 8.4 or higher (8.5+ recommended), MySQL 5.7+ or 8.x (MariaDB 10.3+ supported), Apache or Nginx with mod_rewrite / try_files, the standard Laravel PHP extensions (BCMath, Ctype, cURL, DOM, Fileinfo, JSON, Mbstring, OpenSSL, PDO, Tokenizer, XML, ZIP) and an SMTP server or any Laravel-supported mail driver. Payment gateways and an LLM API key are optional, since manual bank transfer and the full CRM work without them. You receive the complete unencrypted Laravel source - no obfuscation, no IonCube - with detailed installation, configuration, API-reference, gateway-setup and admin documentation, plus free future updates.