Now with AI Agents

The CRM that
closes deals for you.

AI-powered CRM & ERP that scales from your first customer to your ten thousandth. Automate everything. Predict anything.

JD
SC
AR
MK
LW

50,000+

businesses worldwide

4.9/5

on G2

99.9%

uptime

<2min

to setup

app.leadify.ai/dashboard

Revenue

$1.24M

+24.5%

Active Leads

3,847

+18.2%

Conversion

32.8%

+5.2%

Deal Size

$12.4K

+8.7%

Revenue Trend

30d90d1y

Sales Pipeline

New24

Acme Corp $45K

TechFlow $28K

Contacted18

DataSys $92K

FinOps $35K

Qualified12

CloudNet $120K

RetailX $67K

Won8

MegaCo $180K

StartupAI $52K

Active Workflows

Lead → Nurture Sequence

847 leads

Deal Stall → AI Nudge

12 triggered

New Signup → Onboarding

156 active

Integrations

SL
Slack
GM
Gmail
ST
Stripe
ZO
Zoom
HU
HubSpot
JI
Jira
SH
Shopify
SA
SAP

AI Insights

Hot

Lead #2847 — 94% close probability

Forecast

Revenue on track to beat Q4 target

Action

3 stalled deals — nudge queued

Live
Acme Corp moved to Qualified → $45K dealAI Agent sent follow-up to 12 leadsNew integration: Stripe connectedWorkflow triggered: Onboarding sequence for 8 signupsRevenue milestone: $1.2M this quarterLead #3291 scored 92% — assigned to SarahDeal closed: MegaCo $180K 🎉Auto-report generated for Q4 reviewAcme Corp moved to Qualified → $45K dealAI Agent sent follow-up to 12 leadsNew integration: Stripe connectedWorkflow triggered: Onboarding sequence for 8 signups

Capabilities

Everything to win
more deals, faster.

AI Sales Agent

Autonomous scoring, email drafts, and next-best actions — always on.

Live Analytics

Predictive forecasting. Know your numbers before they happen.

Lead Management

Capture, score, and route leads automatically.

Visual Pipeline

Drag-and-drop pipeline from first touch to closed-won.

Workflow Automation

If-this-then-that for your entire business. Zero code.

Smart Alerts

AI-prioritized. Only what matters reaches you.

Team KPIs

Quota attainment, activity metrics, performance at a glance.

Natural Language Queries

Ask your CRM anything. Get instant, actionable answers.

Industry Solutions

Built for your industry.
Not one-size-fits-all.

Healthcare

HIPAA-compliant patient management, automated follow-ups, and care coordination.

Patient LifecycleHIPAA Built-inCare Coordination
40% faster onboarding

Retail & E-Commerce

Omnichannel customer view, AI purchase predictions, and inventory sync.

Omnichannel ViewInventory SyncAI Predictions
3.2x repeat purchases

Financial Services

SOC 2 & PCI DSS compliant. Automated KYC, risk scoring, and portfolio management.

Compliance AutomationRisk ScoringPortfolio CRM
60% lower compliance cost

Manufacturing

Supply chain visibility, production planning, and dealer management in one platform.

Supply ChainDealer CRMProduction Planning
28% faster delivery

Live Dashboard

Your business,
at a glance.

app.leadify.ai/dashboard
JD

Revenue

+24.5%

$1.24M

Active Leads

+18.2%

3,847

Conversion

+5.2%

32.8%

Avg Deal

-2.1%

$12.4K

Sales Pipeline

$5.2M total value
New Leads
247
Qualified
183
Proposal
94
Negotiation
48
Closed Won
61

Recent Activity

New inquiry from Acme Corp

2 min

Deal #4521 moved to Won

15 min

Follow-up with TechStart due

1 hr

AI: 3 leads ready for outreach

2 hr

Customer Stories

Trusted by teams
that close.

View all stories

"Leadify transformed our sales process completely. We went from managing leads in spreadsheets to closing deals 3x faster."

340% revenue increase
SC

Sarah Chen

VP of Sales, TechNova

"The HIPAA-compliant CRM was a game-changer. We manage 50,000+ patient relationships seamlessly."

120 hrs saved monthly
MR

Dr. Michael Rivera

COO, HealthBridge Medical

"We integrated Leadify with Shopify and QuickBooks in minutes. The omnichannel view changed everything."

280% more repeat buyers
AF

Amanda Foster

Director of Ops, RetailMax

"Compliance used to be our biggest headache. Leadify's built-in SOC 2 and GDPR compliance saved us months."

60% lower compliance cost
JN

James Nakamura

CFO, FinanceWise Group

Pricing

Start free, scale
as you grow.

No hidden fees. No credit card required. Cancel anytime.

MonthlyAnnualSave 20%
Free forever

Starter

For small teams getting started

$0/user/mo
Get started free
Up to 1,000 contacts
Basic lead management
Email tracking
1 sales pipeline
Basic reports
AI lead scoring
Custom workflows
API access
Most Popular

Professional

For growing teams with ambition

$24/user/mo
Start free trial
Up to 25,000 contacts
Advanced lead management
Email sequences
5 sales pipelines
Custom dashboards
AI lead scoring
10 custom workflows
API access

Business

For scaling companies

$66/user/mo
Start free trial
Up to 100,000 contacts
Advanced management
AI email writer
Unlimited pipelines
Advanced analytics
AI predictions
Unlimited workflows
Full API access
Custom

Enterprise

For large organizations

Custom
Contact sales
Unlimited everything
Dedicated AI agent
Custom integrations
White-label option
Priority 24/7 support
Custom AI training
SLA guarantee
Success manager

All plans include SSL encryption, 99.9% uptime SLA, and email support.

Security & Compliance

Your data is safe.
We guarantee it.

Every layer of Leadify is built to protect your business data with enterprise-grade security.

AES-256 Encryption

Military-grade encryption at rest and in transit

Multi-Factor Auth

Biometric, TOTP, and hardware key support

Role-Based Access

Granular permissions for every team member

Data Residency

Choose US, EU, or APAC data centers

Audit Logs

Complete activity trail for every action

99.9% Uptime SLA

Enterprise infrastructure with failover

Certifications

Meets the strictest industry standards

GDPR

EU Data Protection

CCPA

California Privacy

SOC 2

Type II Certified

HIPAA

Healthcare Ready

ISO 27001

Info Security

PCI DSS

Payment Security

Zero breaches since launch

Regular penetration testing & audits

Collaboration

Work together,
win together.

Task Management

Kanban boards, lists, and calendar views. Assign and track across your team.

Follow up with Acme CorpIn Progress
Prepare Q4 forecastDone
Review lead pipelineTo Do

Shared Calendars

Team scheduling with conflict detection. Syncs with Google & Outlook.

Mon

Tue

Demo

Wed

Thu

Review

Fri

Smart Notifications

AI-prioritized alerts. Custom rules per team and channel.

High-value lead assigned to youNow
Deal #892 needs approval5m
Team standup in 15 min15m

In-App Messaging

Real-time team chat with deal context. No more switching apps.

SC

Acme is ready to sign! 🎉

I'll prep the contract.

JD

Integrations

Connects with tools
you already love.

50+ native integrations. Connect in minutes, not months.

G

Google Workspace

Productivity

M

Microsoft 365

Productivity

S

Slack

Communication

Q

QuickBooks

Finance

A

AWS

Infrastructure

S

Stripe

Payments

Z

Zapier

Automation

S

Shopify

E-Commerce

H

HubSpot

Marketing

M

Mailchimp

Email

T

Twilio

Communication

J

Jira

Project Mgmt

Z

Zoom

Meetings

N

Notion

Knowledge

SF

Salesforce

Migration

P

PostgreSQL

Database

Workflow Builder
Auto-saved

New Lead Arrives

Trigger

AI Score > 80?

Condition

Assign to Sales Rep

Action

Send Welcome Email

Action

AI: Add a follow-up step — leads with follow-ups convert 2.4x higher.

Reports & Workflows

Customize everything.
Automate the rest.

Custom reports, automated workflows, and AI recommendations — tailored to how your business works.

Sales Analytics

Pipeline, conversion, and revenue metrics

Team Performance

Individual and team KPI tracking

AI Forecasting

Predictive revenue models

Custom Reports

Drag-and-drop report builder

Ready to close more
with less effort?

Join 50,000+ businesses that switched to Leadify and never looked back. Start free — no credit card, no contracts.

No credit card14-day trialCancel anytime