CRM Dashboard

A CRM that actually fits your sales process.

Track, assign, and nurture every lead from first touch to conversion. Built mobile-first for sales teams that live on their phones.

One pipeline, one truth

Every lead, every stage, every owner — in a single live view.

Built for follow-ups

Reminders, tasks, and daily call lists keep reps on track.

Reports that drive action

See conversion ratios, source ROI, and rep performance instantly.

Pipeline

Customise every stage

Define lead types, statuses, and stages that match how your team actually sells.

  • Custom stages and statuses
  • Drag-and-drop reordering
  • Visual pipeline view
  • Stage-wise analytics
Activity Timeline

See everything that happened

A complete audit trail of every interaction — calls, notes, edits, attachments — for every lead.

  • Full activity log
  • Notes and comments
  • File attachments
  • User-level history
Mobile-first

Win deals from the field

A polished mobile app means reps can update leads, log calls, and take action on the go.

  • iOS and Android apps
  • Offline-friendly
  • Voice notes
  • Quick actions
FAQ

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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