Win and onboard clients without the spreadsheet chaos.
Manage proposals, prospect pipelines, and client onboarding in one place. Built for boutique to mid-size consulting practices.
Prospect to proposal
Capture every RFP, qualify it fast, and route to the right partner.
Onboarding workflows
Convert wins into structured onboarding with checklists and ownership.
Practice analytics
See win rates by service line, average deal size, and partner performance.
Stage-by-stage clarity
Custom stages mirror how your firm actually sells: discovery, proposal, negotiation, signed.
- Custom pipeline stages
- Probability and forecasting
- Document attachments per deal
- Activity history
A smooth start for every client
Templated onboarding checklists, kick-off task generation, and engagement tracking.
- Onboarding playbooks
- Task auto-generation on win
- Stakeholder mapping
- Status visible to delivery teams
Run your practice with data
Service-line P&L visibility, partner leaderboards, and pipeline health monitors.
- Win rate by service line
- Average deal size trends
- Partner & rep leaderboards
- Pipeline aging alerts
Common questions
Can't find what you're looking for? Reach our team.
Most teams are up and running in under 15 minutes. Import contacts, invite your team, and start capturing leads.
Yes. Leadypi has a generous free tier for small teams. Paid plans unlock automation, advanced reports, and integrations.
Yes — import via CSV, or use our API. We support bulk uploads for leads, contacts, products, and tasks.
All data is encrypted in transit and at rest. We follow industry-standard security practices and offer role-based access controls.
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