Sales and operations on
one platform.
Bi-directional sync with SAP, Oracle, NetSuite, and QuickBooks. Your sales team sees real-time inventory. Your ops team sees real-time pipeline. No more silos.
Trusted by 50+ businesses worldwide
The problems you're living with.
Sales promises delivery dates they can't keep because they can't see inventory
Double data entry between CRM and ERP wastes 10+ hours/week
Quotes are wrong because pricing data is outdated by the time reps access it
Finance and sales teams argue over different versions of the truth
Everything you need to close more deals.
ERP Integration
Bi-directional sync with SAP, Oracle, NetSuite, and QuickBooks. Unified sales + operations data.
Visual Sales Pipeline
Drag-and-drop deal management with unlimited custom stages. AI detects stalled deals automatically.
Real-Time Analytics
Live dashboards with 50+ pre-built reports. Custom drag-and-drop dashboard builder included.
Workflow Automation
150+ pre-built templates. Visual no-code builder with if-then logic for lead routing, follow-ups, and more.
Custom Reports
Build any report with our visual editor. Schedule automated delivery to stakeholders weekly.
Enterprise Security
SOC 2 Type II, HIPAA, GDPR compliant. AES-256 encryption, SSO/SAML, and role-based access control.
Go live in 3 simple steps.
Connect Your Tools
Import contacts, sync email, and connect your existing tools. Our migration wizard handles everything — most teams are live in under 2 minutes.
AI Takes Over
Leadify AI scores every lead, drafts personalized outreach, routes leads to the right rep, and automates your follow-up sequences. 150+ workflow templates included.
Close More Deals
Watch pipeline grow 3x. AI coaches reps on every deal, predicts revenue with 85% accuracy, and ensures zero missed follow-ups.
Results that speak for themselves.
Average Revenue Growth
Businesses Served
Lead Scoring Accuracy
Average Setup Time
Trusted by teams that demand results.
Faster Quote-to-Order
“Managing distributor relationships across 12 states was chaos before Leadify. Now our field reps have real-time inventory and quote management on their phones.”
Vikram Patel
General Manager, PrecisionParts Mfg
Forecast Accuracy
“SOC 2 compliance, SSO, and a real API — Leadify checked every box our security team required. The AI forecasting is now how our board reviews pipeline every quarter.”
Rajesh Iyer
CTO, FinEdge Technologies
Lower Ops Cost
“The workflow automation replaced 6 different tools we were using. Lead routing, follow-up sequences, task assignment — all automated. Our ops cost dropped by 40%.”
Karthik Nair
Sales Operations, CloudBridge Solutions
Leadify vs Separate CRM + ERP
Common questions.
Custom software, built for you.
Tell us what you need and we'll design and deliver software tailored to your business — no rigid templates, no compromise.