For Small Business

Big results for
growing teams.

An affordable, all-in-one CRM that replaces your spreadsheets, sticky notes, and disconnected tools. Manage contacts, close deals, send campaigns, and track invoices — all without hiring a consultant.

Affordable Plans
No Consultants
All-in-One
Mobile Ready

0%

Less Time on Admin

Automation handles the rest

0x

Pipeline Visibility

See every deal at a glance

0%

More Conversions

With automated follow-ups

< 10 min

Setup in Minutes

No consultants required

Key Features

One platform to replace
your entire tool stack.

All-in-One CRM

Stop juggling five different tools. Leadify combines contact management, deal tracking, email, invoicing, and marketing in a single platform built for small teams that need simplicity without sacrificing capability.

Unified inbox for email, chat, and form submissions
Deal tracking with customizable pipeline stages
Task management with due dates and assignments
Document storage attached to contacts and deals
Activity timeline showing every interaction

Contact Management

Every customer, lead, and vendor in one searchable database. Automatic enrichment pulls company data, social profiles, and interaction history so your team always has full context before picking up the phone.

Smart contact profiles with auto-enrichment
Custom fields and tags for your business categories
Duplicate detection and merge tools
Import from spreadsheets, Gmail, or Outlook
Segmentation by lifecycle stage and engagement

Invoice & Billing

Create and send professional invoices directly from your CRM. Track payment status, set up automatic reminders for overdue invoices, and see revenue metrics without switching to a separate accounting tool.

Professional invoice templates with your branding
Automatic payment reminders on your schedule
Payment status tracking (sent, viewed, paid)
Recurring invoice support for retainer clients
Revenue reporting by client and time period

Marketing Automation

Send targeted email campaigns, set up automated welcome sequences, and nurture leads based on their behavior. No marketing degree required — our visual builder makes it simple to create campaigns that convert.

Visual email campaign builder with drag-and-drop
Automated welcome and nurture sequences
Audience segmentation based on tags and behavior
Open rate, click rate, and unsubscribe tracking
A/B subject line testing on campaigns

Custom Reports

See the numbers that matter to your business. Build custom reports for sales performance, marketing ROI, and customer trends. Schedule weekly email summaries so the insights come to you.

Pre-built report templates for common metrics
Custom report builder with drag-and-drop fields
Scheduled email delivery of key reports
Export to CSV, PDF, or Google Sheets
Dashboard widgets for at-a-glance performance

Mobile CRM

Run your business from anywhere. The Leadify mobile app gives you full access to contacts, deals, tasks, and communication — whether you're at a client site, trade show, or coffee shop.

Full-featured iOS and Android apps
Business card scanner for instant contact creation
Push notifications for deal updates and tasks
Voice notes attached to contact records
Offline access with automatic sync when connected

Why Small Businesses Love Us

Powerful enough to compete,
simple enough to use today.

No Learning Curve

If you can use email, you can use Leadify. Our interface is intuitive by design — most teams are fully productive within a single afternoon, without any formal training.

Affordable at Every Stage

Transparent pricing with no per-feature upsells. Pay one price for your team size and get everything included — CRM, marketing, invoicing, and support.

Real Business Impact

Small businesses using Leadify report spending 50% less time on admin tasks and seeing 30% more conversions through automated follow-ups and better pipeline visibility.

Stop outgrowing your tools.
Start growing your business.

Leadify builds small businesses a custom CRM with the power of enterprise tools — tailored to your exact workflow and priced for your size. Talk to our team to scope your project.

Free discovery call. No obligation to proceed.