CRM & Automation Tool for Lead Generation
Leads that sit untouched go cold. Leadflip gives your team a visual pipeline for daily work and built-in automation for follow-ups, assignments, and routing — no separate tool, no extra cost.
7-day free trial on our Starter plan. No credit card required.
Visual Pipeline
Your Entire Pipeline at a Glance
The Kanban board gives you a real-time view of every lead across your pipeline stages. Drag leads between columns, see custom field data on each card, and filter down to exactly the leads that matter right now.
- Drag-and-drop leads between pipeline stages
- Dynamic cards that show the fields you choose
- Lazy loading and infinite scroll for large pipelines
- Real-time updates — see new leads appear automatically
Lead Detail
Everything About a Lead in One Place
Click any card to open a detailed side panel with the full lead history. See every status change, note, assignment, distribution event, and automation run — all in a chronological timeline.
Full Timeline
Status changes, notes, distributions, automation runs — every event chronologically.
Inline Field Editing
Edit any lead field directly from the detail panel without navigating away.
Notes & @Mentions
Add notes and @mention team members. Mentioned users receive email notifications automatically.
Tasks
Create tasks for leads, assign them to team members, set due dates, and track completion.
Search & Filter
Find Any Lead in Seconds
Full-text search across all lead data, combined with powerful filters. Search by name, email, phone, or any custom field. Filter by status, assignee, date range, and more.
- Full-text search across all lead fields
- Filter by pipeline stage, assignee, or date range
- Sort by any field — newest, oldest, or custom
- Export filtered results as CSV with one click
Team Collaboration
Assign, Notify, Collaborate
Keep your team in sync with lead assignments, @mentions, email notifications, and per-user permissions.
Lead Assignments
Assign leads to specific team members manually or via automations. See who owns what across the pipeline.
Email Notifications
Get notified when leads are assigned, mentioned, or when tasks are due. Configurable per user.
Permissions
Grant viewer access to specific users. Control who can see, edit, and manage leads across your organization.
Data Security
Enterprise-Grade Encryption
Mark any field as encrypted. Data is protected at rest with AES-256-GCM using per-account key isolation. Only authorized users see decrypted values — everyone else sees masked data.
- AES-256-GCM encryption at rest
- Per-account key isolation — no shared encryption keys
- Per-field encryption — encrypt only what's sensitive
- GDPR-ready with data export and deletion support
Built-In Automation
Automate the Busywork
In most CRMs, automations are either basic or locked behind expensive add-ons — and anything non-trivial requires external middleware. Leadflip's workflow engine runs natively inside your pipeline, with 12+ actions, conditional branching, and data passing between steps. No extra tools required.
- Trigger workflows when leads enter specific pipeline stages
- 12+ action types including email, SMS, webhooks, and field updates
- Conditional branching with filter and path actions
- Step output chaining — use responses from previous steps in later ones
Action Types
12+ Actions to Automate Your Pipeline
From sending emails to calling external APIs — every action runs natively, without external tools or middleware.
Move Status
Move a lead to a different pipeline stage
Send Email
Send emails via your own SMTP
Send SMS
Send text messages to leads
Webhook
Call any external HTTP endpoint
Assign User
Assign leads to team members
Update Field
Set or modify lead field values
Filter
Branch based on field conditions
Path
Split into multiple parallel paths
Delay
Wait minutes, hours, or days
Distribute
Trigger distribution from the workflow
Format Data
Transform and format field values
Notify
Send internal notifications
Template Engine
Dynamic Data in Every Action
Reference lead data, step outputs, and system variables anywhere — in email bodies, webhook payloads, field updates, and SMS messages. The template syntax is powerful yet simple.
Lead Variables
Reference any Entity field: {{lead.first_name}}, {{lead.email}}, etc.
Step Outputs
Chain data between steps: use webhook response data, status results, or any previous step output in subsequent actions.
System Variables
Access timestamps, account info, current status, and other context variables in your templates.
Examples
What You Can Automate
Here are some common workflows our users build — all without writing a single line of code.
Welcome & Distribute
When a lead enters "Qualified", send a personalized welcome email and automatically distribute to the best-matching partner.
API Enrichment & Routing
Call an external API to verify or enrich lead data, then use the response to route leads to different pipeline stages based on the result.
Follow-Up Reminder
Wait 24 hours, then check if the lead is still uncontacted. If so, move it to "Follow Up" and notify the assigned agent via email.
Transparency
Full Automation Logs
Every workflow run is logged with granular detail. See which steps executed, which conditions matched, what data was passed, and whether each step succeeded or failed. Debug and optimize your automations with confidence.
- Per-step execution status: completed, failed, or skipped
- Input and output data captured for every step
- Filterable by workflow, lead, status, and date
Pricing
Plans for CRM & Automation
Choose this module on its own or get the full suite. Billed monthly or yearly — save with yearly.
CRM & Automation plans
CRM (1 user)
- 1 user
- 2,000 leads (overage: $0.02/lead)
- Automation
- Kanban board
- Lead assignment
$57.50/mo (billed yearly)
Save 17% vs monthlyCRM (3 users)
- 3 users
- 5,000 leads (overage: $0.02/lead)
- Automation
- Kanban board
- Lead assignment
$82.50/mo (billed yearly)
Save 17% vs monthlyCRM Unlimited
- Unlimited users
- 10,000 leads (overage: $0.01/lead)
- Automation
- Kanban board
- Lead assignment
$99.92/mo (billed yearly)
Save 33% vs monthlyAll-in-One Packages
Best for teams that want capture, qualification, automation, distribution, and invoicing in one connected workflow.
Starter
7-day trial- Form Builder: 1 form
- CRM: 1 user, 2,000 leads (overage: $0.02/lead)
- Distribution: 50 leads/mo (overage: $0.20/lead)
$82.50/mo (billed yearly)
Save 17% vs monthlyGrowth
- Form Builder: 3 forms
- CRM: 3 users, 5,000 leads (overage: $0.02/lead)
- Distribution: 200 leads/mo (overage: $0.20/lead)
$165.83/mo (billed yearly)
Save 17% vs monthlyScale
- Form Builder: Unlimited forms
- CRM: Unlimited users, 10,000 leads (overage: $0.01/lead)
- Distribution: 1,000 leads/mo (overage: $0.10/lead)
$332.50/mo (billed yearly)
Save 17% vs monthlyHelp Center
Learn Everything About CRM & Automation
Detailed guides for every CRM and automation feature — from your first pipeline to advanced branching workflows.
CRM
Kanban Board
Navigate, drag-and-drop, and manage leads in the visual pipeline.
Lead Detail View
Timeline, notes, field editing, and full lead history.
Search, Filtering & Sorting
Find leads with full-text search, filters, and sort options.
Assigning Leads
Assign leads to team members and manage ownership.
Notifications
Email notifications for assignments, mentions, and tasks.
Tasks
Create, assign, and track tasks per lead.
Automation
Automations Overview
How the workflow engine works, triggers, and execution flow.
Actions Reference
Complete reference for all 12+ action types.
Branching with Filter & Path
Create conditional branches and parallel paths.
Step Outputs & Variables
Chain data between steps and use template variables.
Automation Logs
Monitor, debug, and understand every workflow run.
Never let a lead go cold again
Try the CRM and automation tool free. See where every deal stands and automate what slows you down. 7-day free trial, no credit card required.