Project enquiries, demos, and tech support — without the chaos.
Manage long-cycle B2B IT sales with custom pipelines for SaaS demos, services proposals, and post-sale support.
Demo-first pipeline
Track demo requests, qualify, and convert to paid pilots and contracts.
Tooling integrations
Connect with email, Slack, calendars, and your dev tools.
Post-sale support
Convert wins into onboarding and support tickets — no rip-and-replace.
Built for technical sales
Custom stages for discovery, demos, technical evaluation, and contract.
- Custom B2B stages
- Multi-stakeholder records
- Tech evaluation tracking
- Contract attachment
Run a tighter demo cycle
Schedule, track, and follow up on demos. Capture feedback and PoC outcomes.
- Demo scheduling
- Follow-up sequences
- PoC tracking
- Stakeholder notes
Pipeline you can forecast
Stage-aging, win rates, average cycle length, and rep performance.
- Cycle length analysis
- Win/loss reports
- Rep performance
- Forecast accuracy
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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