Codleo Consulting is a Salesforce Summit (Platinum) Consulting Partner offering full-spectrum services including implementation, customization, integration, and ongoing support. Since 2019, we've empowered businesses—from startups to enterprises—by tailoring Salesforce to their unique goals and workflows.
Our Salesforce consulting services go beyond quick fixes—we design transformative CRM journeys that align with your business goals. With certified Salesforce consultants from multiple industries, we bring strategic, cross-cloud expertise that enhances efficiency, drives growth, and maximizes platform value.
We prioritize streamlining your workflows and future-proofing your CRM. Our team ensures that your Salesforce solution is not only optimized for today’s needs but also scalable for tomorrow’s challenges. By minimizing tech complexity and maximizing ROI, we make your CRM an actual growth engine.
At Codleo, we don’t just implement Salesforce — we align it with your goals. Our team builds CRM systems that work around your processes, not the other way around. Whether you're scaling or fixing broken workflows, we help you get it right from day one.
Built for Scale | Industry-Specific | Fully Custom CRM
We help sales teams work smarter, not harder. From real-time tracking to lead automation, our Salesforce experts turn your pipeline into a performance engine.
What You Get:
Customer expectations are higher than ever — and we help you meet them. Our Salesforce solutions reduce resolution time, personalize responses, and create happier customers.
What You Gain:
Your leads are only as good as your follow-up. We bring Salesforce marketing automation to life, helping you nurture, retarget, and convert — all in one place.
Why It Matters:
Learn how moving from manual work to smart tools can make sales, marketing, and ...
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Learn how a nonprofit improved donor relationships, streamlined communication, a...
Discover how Salesforce integration streamlined operations, boosted sales produc...
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See how Salesforce helped streamline healthcare operations, improving patient ca...
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With years of experience across various industries, our certified Salesforce consultants bring deep platform knowledge and a business-first approach. We don’t just know Salesforce — we know how to make it work for your goals.
From the first consultation to ongoing support, we cover every aspect — implementation, customization, integrations, and more. Think of us as your one-stop shop for all things Salesforce.
We believe in doing things right. Clear communication, on-time delivery, and ongoing support are at the heart of our approach — and why 100+ businesses trust Codleo.
