Track campaign leads, manage client briefs, and close more retainers.
A CRM that understands agencies — multi-client pipelines, brief management, and proposal automation in one workspace.
Multi-client view
Run campaigns and pipelines across many clients, separately or together.
Brief & proposal flow
From brief intake to proposal sent — track every revision and approval.
Performance dashboards
Per-client and per-campaign performance dashboards.
Win more retainers
Capture inbound enquiries, qualify them, and run proposal sprints with the team.
- Inbound enquiry capture
- Pitch tracking
- Proposal versioning
- Pipeline forecasting
A brief that goes somewhere
Convert briefs into structured tasks, ownership, and timelines for the team.
- Brief intake forms
- Auto task generation
- Timeline tracking
- Approval workflows
Show clients the numbers
Per-client campaign reports, ROI, and team utilization.
- Client-wise campaign ROI
- Team utilization
- Retainer health
- Pipeline forecast
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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