One workspace for your
entire revenue team.

Each deal in Leadify can have a dedicated room where reps, managers, and stakeholders collaborate. Rooms include shared notes, files, activity feeds, and threaded comments -- all tied to the deal record. Access is controlled by role, so everyone sees exactly what they need.

Yes. Leadify offers granular, field-level permissions. You can restrict visibility and edit access at the pipeline, deal, field, and document level. Role-based defaults make setup fast, and custom overrides let you fine-tune for any scenario.

Absolutely. Every change made on desktop, mobile, or tablet syncs instantly via WebSockets. Whether a rep updates a deal stage from their phone or a manager comments from their laptop, the entire team sees it in real-time -- no refresh needed.

Templates encode your best practices into repeatable workflows. Instead of manually creating tasks and checklists for common processes like lead handoffs or deal reviews, templates auto-generate the full workflow with one click. Customize any template to match your process.

Yes. Guest access lets you invite clients, partners, or vendors to specific deal rooms. They see only what you share, with full audit logging. This is ideal for complex enterprise deals with multiple external stakeholders.

No hard limit. Professional plans support up to 50 users, Business plans up to 200, and Enterprise plans are unlimited. Deal rooms, channels, and templates all scale with your team size without performance degradation.