What Codleo does

Codleo is a privately held Salesforce Summit-level consulting partner headquartered in New Delhi, India, founded in 2019 and operating additional offices in Noida, Lewes (Delaware), Dallas, and Melbourne. The company delivers end-to-end Salesforce CRM services — consulting, implementation, integration, managed services, training, Lightning migration, and data migration — across the full Salesforce cloud portfolio (Sales, Service, Marketing, Experience, Data, Financial Services, Health, Manufacturing, Education, Nonprofit, CPQ, Loyalty, Consumer Goods, Field Service, MuleSoft, Tableau, Heroku, Slack, Pardot). It also provides complementary CRM services on HubSpot and Zendesk, RPA integration with UiPath and Automation Anywhere, and blockchain development on Hyperledger, Corda, and Ethereum platforms.

Codleo has built four proprietary applications on the Salesforce platform — ProjectLeo (project management), VenLeo (vendor management), HireLeo (recruitment/HR), and OutLeo (travel and expense) — alongside an Application Factory delivery methodology intended to accelerate rollouts. Its technology stack centers on Salesforce-native tools, augmented by MuleSoft for integrations, SAP/Oracle/Microsoft for ERP connectivity, Informatica for data migration, and Tableau for analytics. The company is a member of the Salesforce Agentforce Partner Network and delivers AI-enabled services leveraging Einstein Analytics, Data Cloud, and Agentforce. It holds ISO 27001, ISO 9001, ISO 14001, ISO 45001, and CMMI Level 3 certifications.

The business operates a sales-led GTM combining US-based field sales for enterprise with inside sales for mid-market and SMB QuickStart packages. Revenue is generated across three streams: professional services and consulting (fixed-scope project work), managed services (monthly retainers for ongoing administration, support, and development), and Salesforce license resale as an authorized reseller. The company reports 200+ global clients across verticals including financial services, healthcare, manufacturing, education, real estate, nonprofit, retail, and professional services, with a customer base spanning SMBs to enterprise accounts (Novozymes, Pearl Academy, UPES, Hikal Pharma, Magic Bus, Smile Foundation among named logos).

Name

Codleo

Legal name

Codleo Consulting Private Limited

Website

https://codleo.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

101–250 employees

Short description

Codleo is a privately held Salesforce Summit-level consulting partner providing end-to-end Salesforce CRM implementation, integration, managed services, and proprietary Salesforce-native applications to enterprise and mid-market clients across India, the US, Australia, UAE, and Singapore.

Ownership category

akta.pro rank

Product category

Salesforce CRM Consulting Services

NAICS

Custom Computer Programming Services (541511)

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

CRM Strategy & Consulting (BPAFAFAA)

akta.pro secondary industries

Enterprise Application License Advisory, Vendor Management & Optimization (BPAEAGAO), Sales Force Automation (SFA) CRM (HDAEAFAA), Customer Service/Support CRM & Contact Center Platforms (BPAFAFAK)

Keywords

• Salesforce consulting services
• CRM implementation services
• Salesforce integration services
• Managed Salesforce support
• Salesforce managed services

Headquarters

HQ city

New Delhi

HQ country

India

HQ region

Asia

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Professional Services & Consulting: Codleo generates primary revenue through Salesforce consulting, implementation, customization, and integration services. Engagements are typically fixed-scope proposals with clear project timelines and pricing. Services span CRM strategy, data migration, Lightning migration, and Salesforce development.
2. Managed Services (Ongoing Support): Recurring monthly retainer support engagements covering administration services, support, release management, custom development, and continuous improvement. Save clients 35-40% compared to hiring full-time admins or developers.
3. Salesforce License Resale: Codleo acts as an authorized Salesforce cloud reseller, generating revenue through Salesforce product licensing sales as a Salesforce Summit Partner and authorized reseller.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels9 records

Core offering

Codleo is a Salesforce Summit Consulting Partner that delivers consulting, implementation, customization, integration, and ongoing managed services around the Salesforce CRM platform across Sales, Service, Marketing, Experience, Data, Financial Services, Health, Manufacturing, Education, and Nonprofit Clouds. The company complements its services portfolio with four proprietary applications built natively on the Salesforce platform — ProjectLeo (project management), VenLeo (vendor management), HireLeo (HR/recruitment), and OutLeo (travel and expense management) — and resells Salesforce cloud licenses as an authorized reseller.

Product overview

Codleo is a Salesforce Summit Consulting Partner providing a comprehensive portfolio of CRM consulting and implementation services built around the Salesforce platform. The company's core offering centers on Salesforce CRM services including Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, Data Cloud, and industry-specific clouds (Health Cloud, Financial Services Cloud, Manufacturing Cloud, Education Cloud, Nonprofit Cloud). Codleo also offers four proprietary applications built on the Salesforce platform: ProjectLeo (project management), Venleo (vendor management), HireLeo (recruitment/HR), and OutLeo (travel and expense management). The service portfolio includes consulting, implementation, integration, support, managed services, training, and Lightning migration, complemented by HubSpot services and AI/automation capabilities powered by Salesforce Einstein and Agentforce.

Differentiator

Problem solved

Functional benefit

Brands

• Codleo Foundation: CSR wing of Codleo Consulting focused on creating a skilled workforce and empowering young Indians especially women for IT industry employment.

Products and services

• Salesforce Consulting Services

Quantifiable outcome

• 28% increase in revenue for clients improving lead handling and deal closures with Salesforce Sales Cloud
• +6 more outcomes

Named customers40 records

Segments10 records

Ideal customer profiles7 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration15 records

AI capability7 records

Feature6 records

Partnerships

Six partnerships are on record, tiered core and minor.

• SalesforcecoreTechnology or IntegrationCodleo is a Salesforce Summit-level consulting partner and member of the Agentforce Partner Network, the highest Salesforce partner designation. They deliver Salesforce implementations across Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, Data Cloud, Pardot, and more. They are also an authorized Salesforce cloud reseller and listed on Salesforce Appexchange.
• MuleSoftcoreTechnology or IntegrationCodleo uses MuleSoft for Salesforce integrations, enabling seamless API-based connections between Salesforce and ERP, payment gateways, and other enterprise systems.
• TableaucoreTechnology or IntegrationCodleo integrates Tableau analytics with Salesforce, providing visual dashboards and business intelligence capabilities for Salesforce data.
• SAPcoreTechnology or IntegrationCodleo provides SAP-Salesforce integration services, enabling order data synchronization, ERP connectivity, and automated invoicing and payment processing for enterprise clients.
• SlackcoreTechnology or IntegrationCodleo integrates Salesforce with Slack for real-time notifications, team communication, and enhanced collaboration across sales and service teams.
• Codleo FoundationminorOthersCodleo Foundation is the CSR arm of Codleo Consulting, focused on creating a skilled workforce and skilling India, especially women, for employment in the IT industry. Codleo pledges 1% of its time to social projects as part of Salesforce's Power of Us programme.

Scale indicators14 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Girikon: India-headquartered Salesforce Summit/Platinum consulting partner of comparable scale, offering Salesforce implementation, integration, and managed services to enterprise and mid-market clients globally. Closely comparable on platform focus, delivery model, and customer profile.
• Absyz: Salesforce Summit consulting partner with a similar India + US delivery model, providing Salesforce consulting, implementation, and managed services. Highly comparable on talent depth, partner tier, and vertical focus.
• Plative: Mid-sized Salesforce Summit consulting partner focused on enterprise CRM implementations, managed services, and proprietary accelerators. Comparable in size, Salesforce-first positioning, and emphasis on multi-cloud engagements.
• Coastal Cloud: US-headquartered Salesforce Summit consulting partner delivering implementation, integration, and managed services to mid-market and enterprise clients. Directly comparable on services portfolio and customer mix.
• Vantage Point Consulting: Salesforce Summit consulting partner with a comparable mid-market enterprise focus, multi-cloud implementations, and managed services model. Similar on delivery structure and partner-tier positioning.
• Solunus: Salesforce Summit consulting partner of similar mid-market scale with comparable service portfolio spanning implementation, integration, managed services, and AppExchange products.

Broad incumbents

• Simplus (Infosys): Pure-play Salesforce consultancy acquired by Infosys, offering implementation, managed services, and proprietary Quote-to-Cash accelerators. Comparable Salesforce-first portfolio but with Infosys's global scale and broader enterprise reach.
• Persistent Systems: Large IT services firm with a substantial Salesforce consulting practice and broader digital/engineering portfolio. Competes for similar Salesforce multi-cloud deals at the upper end of the enterprise market.
• Slalom: Global consulting firm with a significant Salesforce practice and broader cloud/technology advisory offerings. Competes for the same enterprise CRM transformation budget with broader service-line cross-sell.
• Deloitte Digital: Tier-1 global SI with a large Salesforce practice (Salesforce Summit/Platinum). Competes head-to-head on multi-million-dollar enterprise transformations but with much broader consulting and advisory capabilities.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xtwitter.com/consultcodleo
• YouTubeyoutube.com/channel/UCeyPB0KPmVT75necaBs157Q
• Facebookfacebook.com/codleoconsulting
• LinkedInlinkedin.com/company/codleo
• Instagraminstagram.com/codleo

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Codleo