A compliant CRM for insurance, lending, and wealth advisors.
Capture, qualify, and convert investment, insurance, and lending leads with strong compliance, audit trails, and team collaboration.
Multi-product pipelines
Investment, insurance, and lending leads in separate or combined views.
Audit & compliance
Full activity log on every lead, every action, every advisor.
Document collection
Attach KYC, proposals, and policies to lead records.
Multi-source enquiry intake
Web, partner aggregators, branch walk-ins, and referral leads — all unified.
- Aggregator integrations
- Branch-level routing
- Referral tracking
- Auto-deduplication
Advisor productivity
Daily lead lists, KYC checklists, and follow-up reminders for advisors.
- Smart daily queues
- KYC tracking
- Document attachments
- Re-assignment workflows
Portfolio visibility
Conversion by product, advisor, and channel. Compliance-ready audit reports.
- Product-wise conversion
- Advisor leaderboards
- Compliance audit logs
- Channel ROI
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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