See every lead and what to do next
From first enquiry to signed proposal — capture, market, chat, quote and close in one simple, honest CRM. Every feature, on every plan.
Contacts & companies
One clean record for every person and business you deal with — activity, notes, custom fields, saved views and CSV import.
Deals & pipelines
Track every deal through stages you define. See value, owner and next step at a glance, and never let one slip.
Quotes & AI proposals
Price quotes from your own catalogue, then turn one into a persuasive proposal — AI-drafted on your branded templates, approved by you before it ships.
Marketing built in
Campaigns, email sequences, tracked links and consent handled properly — with cost-per-contact measured from real ad spend, not guesses.
AI assistant
Ask questions of your own CRM data in plain English. Actions are proposed first and run only when you approve.
Live chat with AI answers
A website widget staffed by your team and an AI first responder grounded in your own knowledge — every chat becomes an enquiry, not a lost visitor.
Two-way email
Send and receive email without leaving the CRM — conversations attach themselves to the right contact and deal.
Automations that do the busywork
Trigger → conditions → actions. Move deals, set fields, notify people and create follow-ups automatically.
Services & client agreements
A catalogue of what you sell, interest marked on every contact, and client agreements with renewal and notice-period reminders that fire themselves.
Reviews & referrals
Ask happy customers for reviews at the right moment, and track referrals back to the person who made them.
SMS & WhatsApp
Reach customers where they actually reply — consent-aware messaging with opt-outs honoured everywhere, automatically.
Social publishing
Post to Facebook, Instagram, LinkedIn and Google Business from one composer, and see what each post brought in.
Dashboards & reporting
Customisable home dashboards and live reports — revenue, conversion, workload, breakdowns by stage or owner.
Tasks & follow-ups
Calls, meetings and to-dos tied to contacts and deals, so the next step is always obvious.
Lead capture forms
Embeddable forms and shareable links — submissions land straight in your CRM as new contacts, ready to work.
Mobile app
The whole CRM on your phone — check a record, log a call or move a deal from the van, the site or the showroom.
API, webhooks & imports
A full REST API, signed webhooks and a Zoho CRM importer, so Leadily fits into the tools you already run.
SSO & secure by design
Google and Microsoft single sign-on, capability-based roles, and strict per-workspace isolation.