The reports your sales meeting actually needs.
Pipeline health, conversion ratios, source ROI, rep leaderboards, and AI-powered next-month forecasts — all live, no spreadsheets.
Live dashboards
Conversion, revenue, and team performance, refreshed in real time.
AI insights
Auto-detect declining sources and slipping deals before they cost you.
Source ROI
See exactly which channels generate the highest-quality leads.
See your pipeline at a glance
Total leads, status distribution, stage breakdown, and top sources — refreshed live.
- Status distribution
- Stage-wise leads
- Top performing sources
- Date-range filters
Track money, not vanity metrics
Expected revenue, closed deals, monthly trends, and conversion funnels.
- Revenue forecasts
- Conversion funnels
- Monthly trend lines
- Won-lost analysis
Coach the team with data
Per-rep leads, calls, conversions, and revenue — with leaderboards and activity heatmaps.
- Rep leaderboards
- Activity reports
- Per-rep conversion ratios
- Coaching insights
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.
Ready to grow your business with Leadypi?
Start free in minutes. No credit card. No commitments.
Get started free