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Your Trusted Salesforce® Partner

Codleo empowers businesses to grow, engage, and transform using the full potential of Salesforce CRM solutions.

Codleo is a leading Salesforce partner providing various solutions and services. We use the Salesforce platform's power to transform businesses digitally so that they are future-ready in their quest for growth and enhanced revenue.

Codleo and Salesforce help brands create personalized and engaging experiences throughout the customer journey. Their goal is to make these experiences relevant and memorable.

We help our clients find the right customers and build lasting relationships through connected marketing. We support their sales teams to achieve steady and profitable growth. Together, we enhance their customer service so they can provide a better experience every time.

Our extensive and certified team of experienced Salesforce personnel uses their knowledge and expertise on every project, whether implementing new Salesforce solutions, making changes to existing solutions or organs, or enhancing user adoption via customized training and support services. Our services as best Salesforce partner are customized to meet the unique needs & challenges of each of our clients, with each solution as unique as each of our client.

As the best Salesforce partner, we deploy the latest tools and resources from Salesforce, such as the latest technology and best practices. Our team is always updated with the latest industry trends & developments, thereby getting benefits of the latest solutions in the market.

Our Salesforce® Services That
Drive Real Business Results

Salesforce Consulting

As a Salesforce Summit Partner, Codleo offers strategic consulting services that align your business goals with the proper CRM roadmap. From readiness assessments to change management, we ensure successful digital transformation.

Get expert guidance on your Salesforce journey
  • CRM Strategy & Assessment
  • Salesforce Roadmap
  • CRM Onboarding

Salesforce Implementation

We implement Salesforce Cloud solutions—including Sales, Service, and Marketing Clouds—to improve your team’s productivity and ROI. Codleo helps you roll out Salesforce quickly, smoothly, and with minimal disruption.

Launch faster with trusted implementation experts
  • Sales Cloud
  • Service Cloud
  • Experience Cloud
  • Nonprofit Cloud
  • Salesforce CPQ
  • Marketing Cloud
  • Analytics Cloud
  • Financial Services Cloud
  • Salesforce Pardot
  • Data Cloud

Salesforce Development

Our certified Salesforce developers build custom apps, workflows, and automation to help you get the most out of your CRM. We turn your ideas into scalable digital experiences.

Need a custom Salesforce solution? We can build it
  • Custom App Cloud Development
  • AppExchange Product Development
  • Hire Salesforce Developers
  • Mobile-First Solution Rollout
  • Salesforce Customization

Salesforce Integration

Integrate Salesforce seamlessly with third-party platforms, including ERP systems, payment gateways, and communication tools. We create unified systems that boost collaboration and reduce friction.

Create a connected business ecosystem with Codleo
  • Tableau Integration
  • SharePoint Integration
  • ERP Integration
  • DocuSign Integration
  • Stripe Integration
  • Call Center Integration
  • Outlook Integration
  • MailChimp Integration
  • SAP Integration
  • SOAP API
  • Informatica Integration

Salesforce Data Migration

We manage secure and accurate data migration from legacy CRMs to Salesforce. Codleo ensures zero data loss, minimal downtime, and full functionality from day one.

Migrate safely without compromising business continuity
  • Classic to Lightning
  • Third-Party to Salesforce Migration

Salesforce Managed Services

Get 24/7 support, maintenance, and user training through our Managed Services. We help increase user adoption, reduce downtime, and maximize ROI from your Salesforce investment.

Let us handle the backend while you focus on growth
  • Remote Administrator
  • User, Admin, and Management Training
  • Production Support and Administration

Salesforce AI & Automation

Leverage the power of Salesforce Einstein and Agentforce to drive intelligent automation. Improve forecasting, personalize customer journeys, and enhance decision-making.

Make smarter decisions with AI-driven Salesforce tools
  • Agentforce
  • Einstein AI Services

Explore How These Services Fit Your Business

How we can help

At Codleo, we work closely with Salesforce to deliver smarter, faster, and more impactful digital transformations for our clients. Our services encompass CRM and cloud advisory, application design and customization, as well as Salesforce implementation, integration, and migration.

With over a decade of Salesforce expertise, we help organizations enhance customer experiences while gaining actionable insights for future growth. We leverage the Salesforce ecosystem — including platforms like Force.com, VMforce, and MuleSoft — to build scalable, customized solutions. Our in-house Application Factory accelerates delivery by combining best practices with reusable assets.

As a Salesforce Global Summit Consulting Partner, we’re proud to have earned a 4.8/5 rating on the Partner Value Index, reflecting our commitment to quality and client satisfaction.

We also empower businesses to unlock their full commerce potential through seamless, personalized omnichannel experiences. This enables deeper engagement with customers and improved productivity across teams — at scale.

Codleo + Salesforce: Leveraging data and technology to create experiences that foster strong, lasting relationships.

Ready to explore how we can deliver this value to your business and customers?

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Our Sector expertise

At Codleo, we understand that technology needs vary across industries. As a Salesforce Consulting Partner, we collaborate closely with Salesforce to deliver tailored solutions for key sectors, including automotive, consumer products, retail, and financial services. We design each solution to meet the unique needs of our clients, helping them achieve scalable and sustainable growth.

Our Sector

Consumer products and retail

Drive innovation and growth in your retail business with Codleo’s Salesforce-powered solutions. Personalized voice assistants help build deeper customer relationships, while our Quick Start Commerce solution enables grocers and quick-serve restaurants to achieve an omnichannel experience in just 10 weeks — responsive, functional, and future-proof.

Our Sector

Financial services

Transform your financial services with Codleo and Salesforce. Our Innovative Banking solution empowers businesses to develop new products and offerings rapidly. Meanwhile, Open Insurance Transformation connects and optimizes your services, unlocking new revenue streams and driving customer satisfaction through greater flexibility and innovation.

Our Sector

Real Estate

Revolutionize your real estate business with Codleo’s Salesforce solutions. Whether you’re a realtor or broker, our tools automate lead management and enable personalized client engagement, helping you close deals faster. With our Real Estate Quick Start Package, you get a comprehensive view of properties, prospects, and performance — all in one place. It enables smarter selling and accelerated growth.

Why Choose Us ?

24 x 7
Support

5+ Years Salesforce Platinum Partner

450+ Salesforce Certifications

99.99% Happy
Customers

L0, L1, L2 and L3 Salesforce Support Levels

Dedicated Customer Portal

Weekly and Monthly Reports

A Large and Growing Team of Experienced Experts

Feedback from our clients

"I wanted to take a moment to express my sincere gratitude and appreciation for the exceptional work your team has done as our Salesforce partner. Your team's ability to understand our business needs and deliver beyond our expectations has been truly remarkable. Not only have you consistently provided us with the necessary support and solutions for complex integrations with Salesforce, but your team has also gone the extra mile by providing valuable suggestions to improve our overall experience. Your team's extensive experience and efficient style of working have put us at ease and allowed us to set high expectations that you consistently surpass. Your dedication to ensuring our success is evident in every interaction we have with your team. We highly recommend Codleo for any organization seeking a partner for complex integrations with Salesforce. Your team's professionalism, expertise, and commitment to excellence are unmatched. Thank you again for your outstanding work and support. "

Financial Services

"Codleo have the great resources on salesforce. We utilized there services from migrating classic to Lightning. We have lot of customization built on Java Script. There extensive knowledge and inputs made the migration smooth and easy."

Financial Services

"My experience with Codleo has been nothing short of exceptional. From the outset, their commitment to delivering high-quality results has been evident in every interaction. Their expertise, professionalism, and attention to detail have consistently surpassed my expectations. The Codleo team especially Vineet and Ayushi has demonstrated a keen understanding of our unique needs and challenges, providing tailored solutions that have proven to be both innovative and effective. Their proactive communication and collaborative approach have fostered a seamless working relationship, creating a positive and productive environment. I wholeheartedly recommend Codleo to prospective clients seeking a reliable, skilled, and dedicated collaborator who consistently goes above and beyond to deliver outstanding outcomes."

High Tech

"Excellent project management skills, with highly talented project team, who have sufficient experience in comprehending complex requirements and applying the Salesforce solution to resolve them."

Financial Services

"Codleo was very engaged and drove required action necessary to define requirements and gather feedback throughout the project. They were patient with our need for adjusting requirements and troubleshooting issues that arose during our UAT."

Engineering, Construction, & Real Estate

"Team Codleo has been supportive with changes and new adaptations. They provide adequate guidance and solutions. The team is always responsive and available for all queries. Akash, Aman, Gaurav and Mohit make a brilliant team to work with. Look forward to more projects with them!!"

Healthcare & Life Sciences

"Working with Codleo has been an absolute pleasure. Their team of skilled professionals is not only knowledgeable in their field but also dedicated to providing top-notch service and support. They took the time to understand our unique needs and developed a tailored solution that exceeded our expectations. I can recommend Codleo highly enough for any business seeking innovative software solutions and exceptional customer care."

Travel, Transportation, and Hospitality

"Great customer experience for small businesses!!! The team is very experienced and hands-on in onboarded a small business like ours onto Salesforce. They adapted almost every requirement and even suggested improvements in implementing processes that shall better the current functioning of our organisation."

High Tech

"It's been good working with the team. They are very cooperative & understanding. They ensure the development done is inline with the requirements submitted. The Project Manager, Rohit Gupta takes the ownership of the tasks & gets the job done."

Engineering, Construction, & Real Estate

"Our experience is good working with the Codleo teams. They understand your requirements and deliver within a timeline. I appreciate the teams."

Healthcare & Life Sciences

"Everyone in the team is knowledgeable and helpful. They go above and beyond to make sure that we are well versed with the software use."

Healthcare & Life Sciences

"Working with Codleo has been an absolute pleasure. Their team of skilled professionals is not only knowledgeable in their field but also dedicated to providing top-notch service and support. They took the time to understand our unique needs and developed a tailored solution that exceeded our expectations. I can recommend Codleo highly enough for any business seeking innovative software solutions and exceptional customer care."

Hospitality Industry

"Team Codleo has been supportive with changes and new adaptations. They provide adequate guidance and solutions. The team is always responsive and available for all queries. Akash and Gaurav make a brilliant team to work with. Look forward to more projects with them!!"

CMO, Healthcare & Life Sciences Industry

"Codleo was very engaged and drove required action necessary to define requirements and gather feedback throughout the project. They were patient with our need for adjusting requirements and troubleshooting issues that arose during our UAT."

Real Estate Industry

"My experience with Codleo has been nothing short of exceptional. From the outset, their commitment to delivering high-quality results has been evident in every interaction. Their expertise, professionalism, and attention to detail have consistently surpassed my expectations. The Codleo team especially Vineet and Ayushi has demonstrated a keen understanding of our unique needs and challenges, providing tailored solutions that have proven to be both innovative and effective. Their proactive communication and collaborative approach have fostered a seamless working relationship, creating a positive and productive environment. I wholeheartedly recommend Codleo to prospective clients seeking a reliable, skilled, and dedicated collaborator who consistently goes above and beyond to deliver outstanding outcomes."

High Tech Industry

"Codleo team is quite young, however, very enthusiastic about their deliverables. It was very easy to deal with them as their project management communication process is not bureaucratic. They are upfront on what is doable and what is not, and they do put effort to research around solutions before they communicate. So overall very satisfactory work they did for us."

CMO, FinTech Industry

"Codleo has marked a very good footprint in the Ed-tech Companies. During the lockdown, we faced a lot of disruptions because of the complicated system, where all the data was siloed and we were unable to get complete information on any student or school, on a single page. No single sign was there from where one could see data in an integrated manner. With the help of Salesforce CRM and Codleo who implemented it with a better solution, we can now work & track everything from the single sign-on and can internally collaborate to crack any deal."

Marketing Lead, Educational Institute

"We have been very pleased with our relationship with Codleo. The team is very knowledgeable and efficient . We are in a different time zone, but their team is always available if any help is required by us. They have beautifully implemented our system and we are happy to partner with Codleo in the future as well."

CEO, Healthcare Company

"We have been engaged with Codleo from the past one year. They helped us to design & implement top notch end to end solutions on top of Salesforce. We had issues with our earlier CRM. Data was in silos and the team was unable to update. Codleo has a competent technical team who have innovative ideas to provide solutions industry-wise. Codleo designed our structure in such a way that the whole team is now on a single platform and can collaborate with each other without wasting time."

Project Manager, Professional Services

"We have been working with Codleo for over 3 years now and continue to be very pleased with our relationship. The team is very knowledgeable and extremely helpful. We are in different time zones and still Codleo is always very accommodating to our needs and request. They are very efficient in implementing our needs and expressing our vision. We are happy to partner with Codleo in the future as well."

Lisa, Director (BD), Caliber Autism

COMPANY IN NUMBERS

180
+
Experience Resources
500
+
Certifications
1
M+
Community Followers
10
K+
Users Support
99.99
%
Happy Clients

LET'S MEET

Mob: +91 93118 16065

India Office Address

603 D-Mall Netaji Subhash Place, Delhi 110034 IND

Logix Cyber Park, Tower D, 9th & C-28 & 29, C Block, Sector 62,Noida, Gautam Buddh Nagar, Uttar Pradesh 201301

US Office Addresses

16192 Coastal Highway Lewes, Delaware 19958 USA

539 W. Commerce St Suite 6079, Dallas, TX 75208 USA

consult@codleo.com

FAQ

A Salesforce Partner is a certified expert who helps businesses implement, customize, and manage Salesforce solutions to achieve their goals. With deep product knowledge and technical skills, partners like Codleo simplify complex deployments and create scalable, business-aligned solutions.

Salesforce Partners are ranked in four tiers: Base, Ridge, Crest, and Summit. These levels reflect the partner’s expertise, certifications, customer success, and innovation. Codleo is a Summit-level partner, the highest designation, known for delivering exceptional value and results.

You can explore registered Salesforce consulting partners using the official Partner Finder tool. Filter by location, industry expertise, or cloud specialization to find a partner that fits your needs — including Codleo!

Salesforce currently has over 2,000 certified consulting partners worldwide. These range from niche, industry-specific consultancies to global firms offering end-to-end Salesforce services.

To become a Salesforce partner, a company must demonstrate technical expertise, business acumen, and a commitment to customer success. Partners must complete Salesforce certifications, participate in training, and consistently deliver high-quality implementation and integration services.

Select a Salesforce partner with:

  • Industry experience relevant to your business

  • Certified Salesforce consultants

  • Proven project success and client reviews

  • Custom solution capabilities and post-implementation support

Codleo, as a Summit-tier Salesforce partner, checks all these boxes — making us a reliable choice for your Salesforce journey.

Costs vary depending on the project scope, complexity, and the partner's experience. Small projects (e.g., basic setup, training) may cost a few thousand dollars. In contrast, large-scale Salesforce implementations can go upwards of $100,000 or more. Codleo offers flexible engagement models tailored to your budget and goals.

A certified Salesforce Partner provides:

  • Deep platform expertise and best practices

  • Custom solutions aligned to your business needs

  • Faster, smoother implementations

  • Strategic support, training, and ongoing optimization

Codleo brings all this and more, helping you maximize your Salesforce ROI from day one.