Real-time pipeline, automated follow-ups, lead scoring, and ad-account sync — the CRM your team will actually use.
From the first lead to the final invoice — LeadPsi handles every step so your team focuses on selling, not managing tools.
Pull leads from web forms, CSV imports, Meta Lead Ads, or Google Ads. Score them automatically with Health Score and assign to the right agent instantly.
Track every lead through your custom sales pipeline. Log calls, emails, and meetings. See everything on a single lead timeline.
Build workflows that trigger follow-ups, send emails, update stages, and enroll leads in sequences — all without touching a thing manually.
12 modules across 4 categories. Click any feature to explore its capabilities.
Every lead gets a full profile — contact details, multiple phone numbers, multiple email addresses, custom fields, assigned products, pipeline stage, health score, and a complete activity timeline.
Drag leads across your custom sales stages on a visual Kanban board. Each stage has its own win probability setting with instant stage-level analytics.
Create tasks linked directly to leads. Set deadlines, assign to agents, log outcomes, and track completion.
Build public-facing lead capture forms and embed them anywhere. Every submission lands directly into LeadPsi as a new lead.
LeadPsi's workflow builder lets you design multi-step automation sequences with a visual node editor. Set a trigger. Add conditions. Chain actions. Activate it. Your team never has to think about it again.
Every workflow logs its execution history. You can manually trigger, activate, or deactivate any workflow without deleting it. Full stats per workflow included.
Every Lead Ad form submission is captured automatically via webhook and created as a lead — with source, campaign, and ad set data attached.
Authenticate with your Google account and pull campaign data directly into LeadPsi. Track spend, leads, and ROI per campaign.
Send WhatsApp messages to leads using Meta-approved templates. Manage and sync your message templates directly inside LeadPsi.
Trigger YinPsi omni-channel WhatsApp automations for a lead directly from a lead profile or inside an automation workflow.
Built for Indian sales teams who need control, not just another SaaS subscription.
Comparison based on publicly available pricing pages as of May 2025. "Paid" means the feature requires an upgraded plan.
Link your Meta Lead Ads and Google Ads accounts, set up your public lead capture forms, or bulk import your existing leads via CSV.
Define your sales stages, set win probabilities, create custom roles, and assign your team to departments.
Build automation workflows, set up email templates, schedule reports, and monitor analytics.
Every plan includes the core CRM. Upgrade for more leads, more automations, and more power.
Everything a small team needs to start managing leads and close the first deals.
For growing teams that need automation, campaign sync, and deeper visibility.
Full power, full control. Built for teams that need nothing left out.
+18% GST · annual = 2 months free.
Self-host or let us manage it — either way, you own everything
Every component is designed for isolation and scale. Token-based authentication with automatic rotation. Encrypted data at rest. Complete audit trail on every system action.
Multi-factor authentication with role-based access control
Industry-standard password hashing with automatic salt rotation
Field-level encryption for sensitive data at rest and in transit
Complete audit log on every action with retention policies
Complete data separation with row-level security per tenant
Granular role-based permissions down to the field level
Automated daily backups with point-in-time restore
Token-based auth with rate limiting and request throttling
“LeadPsi replaced three separate tools for us. Our response time to new leads dropped from 4 hours to under 15 minutes. The automation builder alone was worth the switch — we set up 6 workflows in the first week and haven't touched them since.”
Arjun M.
Sales Head, EdTech Startup, Kochi
“The pipeline automation alone saved our team 20+ hours per week. We finally have time to actually sell instead of doing data entry.”
Priya S.
Founder, SaaS Agency
“Self-hosting was a dealbreaker for us. LeadPsi gave us full control over our data while keeping the UX clean and modern.”
Rahul K.
CTO, FinTech Company
Set up your pipeline, connect your ad accounts, and have your team working inside LeadPsi today. No spreadsheets. No chaos.
Self-hosted option · Set up in under 2 weeks · Full data ownership