Leadivo
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Know who to call today.

Leadivo is the CRM for insurance agents, network-marketing teams, sales reps and HR recruiters. Your contacts, your pipeline and today's follow-ups, on the phone in your pocket.

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Early access. Free for up to 3 people and 500 contacts, no card needed. Your data is stored in the EU.

Calls, deals and client history on your phone

Today is your to-do list

Every call, meeting and task that is due sits on one list, with anything overdue marked. Tick it off with your thumb and move on.

Your pipeline at a glance

See every deal by stage, with a count and a total for each one. Move a deal forward from your phone, between meetings.

The whole story on every contact

Calls, meetings and notes stay with the contact, so you know what was said before you call back. Renewals, close dates and interviews wait on one list of key dates.

Works for teams with managers

Invite people and place each one under their manager. Everyone works from their own contacts. Managers see their branch, and you choose how much detail they get.

Set up for insurance, network marketing, sales and recruiting

Pick your trade when you start. Stages, fields and labels are set up for you, and you can change them at any time.

  • Insurance

    Clients, policies and renewal dates.

    1. Lead
    2. Quoted
    3. Applied
    4. Underwriting
    5. Active (won)

  • Network marketing

    Prospects, orders and autoship dates, with a downline that shares what it chooses.

    1. New
    2. Contacted
    3. Presented
    4. Follow-up
    5. Customer (won)
    6. Recruited (won)

  • Sales

    Leads, deals with a value and an expected close date.

    1. Lead
    2. Qualified
    3. Proposal
    4. Negotiation
    5. Won (won)

  • Recruiting & HR

    Open positions everyone can see, with candidates and interviews per recruiter.

    1. Applied
    2. Screening
    3. Interview
    4. Final interview
    5. Offer
    6. Hired (won)
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Your data and who sees it

  • Stored in the EU.

    Contacts, deals and activities are kept in Google Cloud's European Union multi-region.

  • Each person sees their own.

    A member sees only the contacts they own. You decide how much detail managers and admins get.

  • Sensitive fields stay protected.

    Fields like a date of birth or an ID number stay out of search, and out of exports unless the workspace owner runs them.

  • Leave whenever you like.

    The workspace owner can download everything at any time. Deleting a workspace removes all of it after 7 days.

Common questions

Is it really free?
Yes. The free plan covers up to 3 people and 500 contacts, and you do not need a card to start. Paid plans add room for bigger teams.
Do I need to install anything?
No. Leadivo runs in the browser on your phone and your laptop, and your work follows you from one to the other.
Can I change the stages and fields?
Yes. The workspace owner or an admin can rename labels, add stages and add fields at any time. The template is only a starting point.
Who can see my contacts?
You can, and so can your managers and workspace admins, as far as the owner's rule allows. Other members cannot.
What if someone asks me to delete their data?
Every contact records its lawful basis, and you can export or erase one person's data when they ask.

Start with your own contacts

Create an account, choose your line of work and add your first contact.

Create your free account