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THE CONNECTED SALES PLATFORM

Less scattered work.
More shared momentum.

A thoughtful CRM for the whole lead-to-sale journey. Connect your sources, organise the next action and give every person on the team a clear view of the customer.

Book a demo Explore the workspace
Human-first. AI optional.
THE LEADVERA WORKSPACE
CallsEmailSocialWebsite
One connected customer storyContact · Source · Owner · Next step
Your peopleClear ownership
Your processReliable rules
Your choiceAI is optional
From the first enquiry to a clear outcome.
01

Every source has a consistent intake path.

02

Every lead has an owner and a next step.

03

Every workflow remains available without AI.

FOLLOW THE WHOLE JOURNEY

One platform.
A connected way of working.

Explore how the pieces fit together, then open the workspace to work through a sample customer journey.

CAPTURE

Every channel, one clear beginning.

Bring the source, contact and intent into a shared lead record.

Explore this part of the platform
leadvera.Interactive example
ONE CONNECTED CUSTOMER VIEW

Your next conversation.

3 leads
OROlivia RhyeWebsite · Sarah ChenNew
PBPhoenix BakerSocial media · James WilsonQualified
LSLana SteinerCall · Maya PatelViewing
Source, owner and next step. Together.
EVERY TEAM, IN THE SAME PICTURE

Built around the work.
And the people doing it.

For agents

A focused place to read enquiries, understand requirements, follow up and progress opportunities.

For managers

A shared pipeline, visible ownership, distribution rules and reporting for better operational decisions.

For administrators

Workspace settings, role designs, integration setup and an audit view to support a controlled implementation.

YOUR WORKFLOW. AI OPTIONAL.

A capable CRM
with the AI switch off.

Start with your team and dependable rules. Add assistance selectively, with human review and fallback ownership whenever AI is off or unavailable.

See how AI stays optional
leadvera.Interactive example
YOUR TEAM STAYS IN CONTROL

Everything you need. AI off.

Optional AI

Switch the example mode.

Lead capture & qualificationAvailable
Human assignment & routingAvailable
Manual replies & follow-upsAvailable
Pipeline, tasks & reportingAvailable
Human-led mode is ready.

No model, provider key or AI subscription is needed for the core workflow.

THE PLATFORM AT A GLANCE

A complete view of the journey.

Explore the customer, sales and operations tools that support the workflow.

Explore all CRM features
A CLEAR IMPLEMENTATION PATH

Shape the workflow.
Connect the operation.

Every workspace runs on a shared server-side database with signed-in, role-based access, an audit trail of every change and background jobs for automations and campaigns. Email, messaging and AI providers connect when you are ready.

Visit the Trust centre Explore channel integrations
PUT THE PICTURE TOGETHER

Your next chapter starts with a clear view.

Explore the workspace, then shape it around the way your team sells.