Ask your CRM a question, get a real answer
Type what you want to know in plain English and Leadify returns the chart, the number and the records behind it. No SQL, no analyst queue, no waiting.
How it works
The best question about your business usually gets stuck in a queue behind a data analyst. Leadify removes the queue. Ask "which reps closed the most enterprise deals last quarter?" the way you'd ask a colleague, and get a chart, a number and the underlying records in seconds, drawn straight from your live CRM.
Plain-English questions
Ask about pipeline, revenue, campaigns or tickets in the words you already use.
- Understands your objects, fields and terminology
- Handles follow-ups so you can refine on the fly
- Suggests questions when you're not sure where to start
- Works across sales, marketing and service data
Answers you can trust
Every response shows the chart, the number and the exact records it came from.
- Drill into the underlying rows in one click
- See how the answer was calculated, no black box
- Respects your existing CRM permissions
- Runs on live data, so nothing is stale
From answer to dashboard
Turn any question into a saved chart or pinned dashboard tile without rebuilding it.
- Save answers as reusable reports
- Pin to a shared dashboard in one click
- Schedule the answer to arrive by email or Slack
- Share a link so teammates can ask their own follow-ups
Where teams use it
Built for real revenue work.
The question mid-meeting
Someone asks how the west region is trending; you type it in and have the chart on screen before the conversation moves on.
Self-service for reps
Sales reps answer their own "how am I pacing?" questions instead of pinging ops for a report.
Exploring a hunch
Chase a hypothesis through five follow-up questions in minutes, no ticket to the data team required.
“Our ad-hoc report requests basically disappeared. People just ask Leadify now, and the answers are the same ones I'd have pulled by hand.”
FAQ
Questions, answered.
Do I need to know SQL or how the data is structured?
No. You ask in plain English and Leadify maps your question to the right objects and fields automatically. It even suggests questions if you're not sure where to start.
How do I know the answer is right?
Every answer shows the chart, the number and the exact records behind it, plus how it was calculated. You can drill into the underlying rows in one click, so nothing is a black box.
Can everyone see everything?
Answers respect your existing CRM permissions. People only ever query the data they're already allowed to see, so self-service never becomes an access risk.
Can I reuse a good question?
Yes. Any answer can be saved as a report, pinned to a dashboard or scheduled to arrive by email or Slack, so a one-off question becomes a permanent view.
Skip the report queue
Ask your CRM data anything in plain English and get the answer in seconds.