內容簡介
Lead Ledger 是一款專為當地服務業設計的外掛，幫助企業在簡單的控制台中查看所有網站產生的潛在客戶資料，包括表單提交、點擊撥打電話及點擊發送電子郵件的事件。所有資料均保留在 WordPress 網站上，無需外部 CRM 或第三方追蹤服務。
【主要功能】
• 自動追蹤潛在客戶資料
• 支援多種聯絡表單外掛
• 簡易的三步驟設置精靈
• 提供即時通知與每週摘要
• 隱私設定與資料保護
外掛標籤
開發者團隊
② 後台搜尋「Form & Phone Lead Tracker for Local Service Businesses – Lead Ledger」→ 直接安裝（推薦）
原文外掛簡介
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
Install and activate — After activation, Lead Ledger opens a 3-step setup wizard.
Choose your business type — HVAC, plumbing, roofing, electrical, dental, legal, or other local service categories tailor dashboard defaults.
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.
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.
Set up alerts — Add a notification email for instant alerts. Optionally enable a Monday morning weekly digest.
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.
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)
