“We had an excellent experience with highly skilled team who made our professional life easy and balance when it comes to business goals and accuracy of the services we deliver to our clients ”
At Codleo, we help businesses overcome complex challenges and achieve real, data-driven results—from faster processes to accelerated growth.
We help businesses speed up their sales process with improved Salesforce solutions. It leads to consistent.
We help teams work faster and smarter by making processes easier and reducing manual tasks.
We aim to help you see quick results and faster returns, so you can start noticing real business impact in just weeks, not months.





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At Codleo, we help you grow using Salesforce. Our services are tailored to match your specific processes and goals.
Maximize your Salesforce investment with customized consulting. We assess your business challenges, align your strategies with Salesforce features, and offer expert advice to create a clear plan. This plan will help you adopt Salesforce smoothly, boost efficiency, and support long-term growth in your organization.
Transform your business with our comprehensive Salesforce services. We help you plan and deploy Salesforce to fit your needs. It ensures smooth adoption and helps your teams see results quickly and effectively.
Eliminate data silos with our expertise in Salesforce integration. We connect Salesforce to your ERP, marketing platforms, CRMs, and other applications. It enables real-time data sharing, streamlines your operations, and provides a complete view of your customers. As a result, you can make smarter decisions and work better together.
Every business is unique, and your Salesforce should reflect that. We customize Salesforce with specific objects, dashboards, and Lightning components to fit your processes. It helps improve efficiency and allows the platform to grow with your business.
Speed up your releases with our Salesforce DevOps expertise. We create CI/CD pipelines, automate deployments, and manage version control. It leads to faster delivery, lower risk, and higher-quality releases. As a result, your Salesforce environment can adapt smoothly to your changing business needs.
Keep your Salesforce running smoothly with our managed services. We offer 24/7 monitoring, admin support, issue resolution, and ongoing optimization. It ensures your system remains stable and scalable, giving you the best return on your investment. With our help, you can focus on growing your business with confidence.
Turn your app idea into reality with our AppExchange development skills. We help you from start to finish: designing, building, and publishing custom Salesforce apps. Our apps add new features, solve real problems, and help you connect with more customers in the Salesforce community.
Unlock the full potential of Salesforce with our custom development services. Our team creates solutions using Apex, Visualforce, and Lightning Web Components. We focus on meeting complex business needs while ensuring scalability, security, and smooth user experiences.
Ensure your Salesforce system runs smoothly with our comprehensive health check services. We evaluate performance, security, custom features, and data accuracy to identify both strengths and weaknesses. Our clear recommendations will help you work more efficiently, improve operations, and get the most out of your Salesforce investment.
We deliver high-quality Salesforce solutions through thorough testing. We conduct functional, regression, and user acceptance testing (UAT) to ensure your Salesforce applications meet the highest standards. It helps reduce risks and ensures reliable performance for your organization.
We design Agentforce implementations tailored to industry realities — not generic templates.
Agentforce helps real estate teams manage buyer inquiries, schedule site visits, and track leads. Automated follow-ups ensure timely engagement.
Agentforce integrates with ERP and production systems to detect delays, automate service tasks, and keep manufacturing operations running.
Manage patient inquiries, appointment scheduling, and authorizations while maintaining compliance and prioritizing critical care workflows.
AI agents support KYC, onboarding, and fraud detection while ensuring compliance, audit readiness, and secure customer interactions.
Deliver personalized shopping experiences, real-time support, and inventory visibility to maximize customer satisfaction.
Automate student inquiries, enrollment workflows, and support services, allowing teams to focus on learning outcomes and community impact.
Agentforce helps high-tech companies handle complex sales, simplify product support, and grow customer success. You can automate lead nurturing, monitor product usage, and offer proactive support to keep customers loyal and drive growth.
“We had an excellent experience with highly skilled team who made our professional life easy and balance when it comes to business goals and accuracy of the services we deliver to our clients ”
“I was really impressed with the turnaround speed of the team and the fact that they were always invested in finding out the best solutions as per business requirement and tailored the product accordingly. Their development team works 24X7 hence the quick turnarounds”
“We had an excellent experience with highly skilled team who made our professional life easy and balance when it comes to business goals and accuracy of the services we deliver to our clients”
“It was a very wonderful experience to work with Codleo. Codleo was very helpful for our company from the Salesforce® platform set up to implementation and customization- CODLEO proved what it committed.”
“Codleo Support solved all our Pardot queries. We understood functionalities of Pardot. Mayank explained it very well. Thank you for your time.”
“I'm satisfied with the product delivery on time and weekly update. But lack with the admin training to the client for product knowledge”
“Codleo has a team of dedicated quality consultants and Sr. Developers who have the capability to deliver complex projects”
"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."
"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."
"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."
"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!!"
"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."
"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."
"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."
"Our experience is good working with the Codleo teams. They understand your requirements and deliver within a timeline. I appreciate the teams."
"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."
"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."
"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!!"
"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."
"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."
"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."
"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."
"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."
"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."
At Codleo, we use a range of Salesforce tools to help solve your business challenges with innovative solutions.
We provide customized financial experiences to build trust with clients. We tailor Financial Services Cloud to meet the compliance requirements of banking, insurance, and wealth management.
Make your sales process easier, get more leads, and close deals faster. Our Sales Cloud setup helps you create effective workflows that increase productivity and revenue.
Provide excellent customer service by resolving issues quickly and helping agents work more efficiently. Our Service Cloud solutions increase satisfaction through automation and smarter workflows.
Connect your marketing efforts to your business goals using tools like Journey Builder, Email Studio, Pardot, and Social Studio. We focus on driving returns on investment with personalized campaigns powered by data.
Make billing easier and improve revenue with flexible pricing options. We customize Revenue Cloud to help you manage cash flow, increase sales efficiency, and support your growth.
Grow your online store with AI-powered, personalized shopping experiences. Our Commerce Cloud solutions improve customer engagement, increase sales, and boost your online revenue.
We create connected digital experiences for partners, employees, and customers. We design branded portals and communities to help you use Salesforce across your network.
Ensure smooth and real-time data flow between systems. Our certified experts create strong integrations that remove barriers and boost operational efficiency.
Use AI insights to make better decisions. We use predictive analytics to show trends, personalize engagement, and improve performance across teams.
Improve care coordination and involve patients more effectively with a complete view of their health. Our Health Cloud solutions improve outcomes and streamline healthcare operations.
We provide customized financial experiences to build trust with clients. We tailor Financial Services Cloud to meet the compliance requirements of banking, insurance, and wealth management.
Boost your mission with better donor management and real-time impact tracking. Our Nonprofit Cloud solutions help you raise more funds, work more efficiently, and achieve better social outcomes.
Bring all your data together for clear insight and quicker decisions. Our Data Cloud system provides real-time information that helps your business grow and succeed.
We provide flexible options that fit your budget and timeline. This gives you the right mix of value, support, and transparency.
We define clear scope and link payments to milestones, giving you full visibility and control throughout.
Contact Us for Details →This model is best for projects that need flexibility. It charges you based on the actual time and resources you use.
Contact Us for Details →Get a dedicated professional working exclusively on your project, billed hourly within an agreed budget cap for consistent support.
Contact Us for Details →
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