Automate the busywork. Sell more with less effort.
Auto-create tasks, send follow-ups, trigger reminders, and route leads — without writing a single line of code.
Workflow automations
Trigger tasks, emails, and assignments based on lead actions.
Smart reminders
Never let a follow-up slip — auto-reminders for overdue tasks.
Magic Pot campaigns
Run multi-channel campaigns and track results from one dashboard.
No-code automations
Build flows like "When a lead is created → assign to owner → send WhatsApp → create follow-up".
- Trigger-action workflow builder
- Stage transition automations
- Owner assignment rules
- Conditional branches
Tasks that nudge themselves
Reminders that escalate as deadlines approach — for overdue tasks, stale leads, and unworked enquiries.
- Time-based reminders
- Stale lead alerts
- Overdue task escalations
- Daily digest emails
Campaigns that ship themselves
Group customers into "pots" and run WhatsApp, email, and SMS campaigns with built-in tracking.
- Multi-channel campaigns
- Pot-based segmentation
- Open/conversion tracking
- AI campaign 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