Bridgeleaf Software

What Bridgeleaf Software does

Bridgeleaf Software is a privately held software company founded in 2001 and headquartered in Greensboro, United States, that operates a cloud-based CRM platform marketed under the Bridgeleaf CRM brand. The product consolidates lead management, sales force automation, content management, client management, event management, customizable forms, dashboards, drip email campaigns, product and order management, an internal point-of-sale module, and front-end visitor tracking into a single tenant. Technical differentiators include a fully customizable Steps and Actions sales workflow framework, an integrated CMS that eliminates the need for a separate website platform, an engagement-driven content ranking algorithm, vendor/sub-vendor multi-account grouping with intelligent order splitting, and OpenStreetMap-based event location visualization. A REST API is offered on the higher tier to enable external integrations.

The company monetizes through a three-tier subscription model: a Standard tier at $50 per month (1–10 users, 2 GB database, 4 GB file storage), a Premium tier at $129 per month (1–50 users, 4 GB database, unlimited file storage, REST API, POS, and enhanced support including phone and in-person/video), and a Customized tier priced at $75 per hour of custom development work with unlimited users, database, and file storage. All tiers are gated by a 30-day free trial and the website serves as the primary direct-to-customer acquisition channel with embedded registration forms. The target segment is horizontal: small to mid-sized businesses seeking a customizable CRM with built-in CMS and marketing automation, and the geographic scope is effectively global via self-serve online distribution.

Bridgeleaf has not disclosed revenue, funding, headcount, management team, named customers, regulatory milestones, M&A activity, or geographic expansion. The company's online presence is limited to a functional website, generic sales and support email addresses, and no active social profiles or app store listings are recorded. Operating status is confirmed active through the live product, pricing, registration, and login pages.

Name

Bridgeleaf Software

Website

https://bridgeleafsoftware.com

Company type

Private

Founded year

2001

Operating status

Operating

Short description

Bridgeleaf Software is a private Greensboro-based software firm operating Bridgeleaf CRM, a cloud-based, customizable CRM with integrated CMS, sales automation, drip email, POS, and visitor tracking, sold via monthly subscriptions to small and mid-sized businesses.

Ownership category

akta.pro rank

Product category

Customer Relationship Management (CRM) Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Marketing Automation & Campaign Management CRM (HDAEAFAB)

akta.pro secondary industries

Customer Service, Support & Contact Center CRM (HDAEAFAC), Marketing Automation, CRM & Lifecycle Messaging (BPAMALAE)

Keywords

• Customer relationship management
• Sales force automation
• Lead management software
• Cloud CRM platform
• Marketing automation tools

Headquarters

HQ city

Greensboro

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. CRM Software Subscriptions: Monthly subscription revenue from CRM software access with tiered pricing models. Standard tier at $50/month provides basic features for 1-10 users with 2GB database and 4GB file storage. Premium tier at $129/month offers advanced features for 1-50 users with 4GB database and unlimited file storage. Custom tier provides unlimited users and database with custom development at $75/hour.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Bridgeleaf Software develops and sells Bridgeleaf CRM, a cloud-based customer relationship management platform that combines lead management, sales force automation, content management, client management, event management, drip email marketing, and order/POS functionality in a single customizable system. The product is offered as a SaaS subscription with tiered plans (Standard at $50/month, Premium at $129/month, and Customized by quote) targeting small and mid-sized businesses, with a 30-day free trial available for self-service sign-up via the company website.

Product overview

Bridgeleaf Software offers a unified CRM platform with three pricing tiers: Standard ($50/month), Premium ($129/month), and Customized ($75/hour). The core Bridgeleaf CRM platform provides lead management, sales force automation, content management, client management, event management, customizable forms, dashboards, visitor tracking, and email marketing capabilities. Premium tier adds product management, order management, internal POS, location mapping via OpenStreetMap, and REST API support. All plans include a 30-day free trial.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• 85% reduction in lost leads or leads slipping through without follow-up
• +1 more outcomes

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability4 records

Feature12 records

Scale indicators2 records

Recent moves5 records

Expansion highlights3 records

Direct peers

• Insightly: Insightly is a CRM built for small businesses with pipeline management, project tracking, and integrations. It targets the same small-to-mid-sized business segment with similar subscription tiers and feature breadth.
• Pipedrive: Pipedrive is a sales-focused CRM targeting SMBs with customizable pipelines, deal tracking, and workflow automation. Its pipeline-centric sales process framework directly mirrors Bridgeleaf's customizable Steps-and-Actions approach.
• ActiveCampaign: ActiveCampaign combines CRM with automation, email campaigns, and segmentation for SMB customers. Its automation-led marketing/CRM blend is highly comparable to Bridgeleaf's email drip and process automation feature set.
• Keap (formerly Infusionsoft): Keap delivers CRM plus marketing automation and email campaigns explicitly targeted at SMBs and solopreneurs. Its positioning around sales automation with built-in messaging is closely aligned with Bridgeleaf's lead nurture and drip capabilities.
• Freshsales (Freshworks): Freshsales is an AI-enabled sales CRM with built-in email, phone, lead scoring, and workflow automation for SMB and mid-market segments. It competes in the same SMB CRM category with comparable subscription pricing tiers.
• Agile CRM: Agile CRM provides sales, marketing, and service automation with email campaigns, contact management, and landing pages for small businesses. Its all-in-one SMB bundle at low price points directly overlaps Bridgeleaf's value proposition.
• Bitrix24: Bitrix24 offers a free-tier CRM combined with project management, website/landing-page building, and email marketing for SMBs. Its bundled approach to CRM plus content/website management mirrors Bridgeleaf's integrated CMS positioning.
• Zoho CRM: Zoho offers a customizable, affordably priced sales CRM for small and mid-sized businesses, with workflow rules, lead scoring, and email campaigns. Its horizontal SMB focus and tiered SaaS pricing most directly resemble Bridgeleaf's go-to-market model.

Broad incumbents

• Salesforce: Salesforce is the dominant enterprise CRM incumbent with Sales Cloud, Marketing Cloud, and a broad app ecosystem. While positioned upmarket, it sets the feature benchmark (customizable objects, workflows, dashboards) that Bridgeleaf's configurable sales process emulates at the SMB tier.
• HubSpot: HubSpot is the dominant SMB-focused CRM and marketing automation platform with a freemium tier, content/landing-page tools, and email drip campaigns. It is the primary reference point for any small-to-mid-market CRM with marketing automation overlap.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/bridgeleafsoft
• Facebookfacebook.com/bridgeleafsoft

Revenue estimate

Valuation estimate

Number of profiles

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 Bridgeleaf Software