Codleo is a trusted Salesforce Consulting Partner, helping organizations unlock their full potential with customized Salesforce solutions. Our certified experts deliver end-to-end Salesforce services, from strategy and implementation to integration, optimization, and ongoing support.
Our Salesforce Expertise Includes:
Salesforce Implementation & Customization: Tailored solutions to fit your business processes and boost CRM efficiency.
Salesforce Integration Services: Seamless connection of Salesforce with your apps and systems to streamline operations.
Salesforce AppExchange Solutions: Deploying and configuring AppExchange apps to extend Salesforce functionality.
Salesforce Optimization & Support: Continuous improvements, monitoring, and support to ensure peak performance.
Salesforce Training & Enablement: Empowering your team to maximize Salesforce capabilities and adoption.
Codleo combines technical expertise with business insight to help you drive productivity, enhance customer experiences, and achieve measurable growth with Salesforce.
Partner with Codleo today to transform your business with Salesforce!
CERTIFIED SALESFORCE CONSULTANTS:
We deliver innovative CRM solutions across the Salesforce platform, including Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, Financial Services Cloud, Education Cloud, Nonprofit Cloud, Pardot, and Einstein
GLOBAL REACH & CERTIFIED TEAM
Serving 14+ industries in 55+ countries
Serving clients across the USA, UK, UAE, and India
Part of the Agentforce Partner Network backed by 60+ AI Associates & 35+ AI Specialist Certifications
Codleo Consulting offers competitive pricing, with projects ranging from $2,000 to $10,000. Clients appreciate their value for cost, noting exemplary service and prompt communication. Monthly expenses for ongoing services are typically $300–$400, indicating affordability and effective project management.
Codleo Consulting's team is described as creative, hard-working, and personable, contributing to enjoyable and productive collaborations.
Positive Workflow Dynamics
Codleo Consulting is noted for maintaining effective workflow dynamics with client teams, fostering active and collaborative partnerships.
Detailed and Insightful Reporting
Clients value Codleo Consulting's thorough and insightful reporting, which includes detailed research and analysis of possible outcomes for assigned tasks.
Proactive and Responsible
Clients commend Codleo Consulting for their proactive approach and responsibility in handling projects, ensuring tasks are completed as assigned.
Effective Project Management
Codleo Consulting is recognized for their strong project management skills. They maintain clear communication and prompt service, ensuring no gaps in support.
Room for Communication Improvement
While generally good, some clients noted that Codleo Consulting could improve the informativeness of their email communications.
A research firm hired CODLEO CONSULTING for their Salesforce consulting services. They help with any challenges and updates. They even train new users of the tool.
Their team delivered a quality and efficient service. The initial engagement wrapped up, and the client will start working with CODLEO CONSULTING on another project soon. While their communication style could improve, their team's prompt approach stands out.
A Clutch analyst personally interviewed this
client over the phone. Below is an edited
transcript.
BACKGROUND
Introduce your business and what you do there.
I’m the VP of sales at Snware Research Pvt. Ltd., a research firm.
OPPORTUNITY / CHALLENGE
What challenge were you trying to address with CODLEO CONSULTING?
We needed Salesforce consulting.
SOLUTION
What was the scope of their involvement?
The team provides Salesforce support services. They assist with any challenges with training new reps, any downtime that we get on the Salesforce tool, any updates, and any new alterations that we have to make to the tool in order to be suitable for our work scenario.
We’ve assigned them a new project that will start soon.
What is the team composition?
We have eight people working with us, including project managers, sales managers, lead generation people, and business development people.
How did you come to work with CODLEO CONSULTING?
We were looking for a Salesforce implementation and were looking at web service providers. We found them through a Google search.
What is the status of this engagement?
We’ve worked with them on this first project from January–August 2020.
RESULTS & FEEDBACK
What evidence can you share that demonstrates the impact of the engagement?
Their service has been exemplary. There have been no quality issues. Whatever we ask for was delivered on time and exactly what we wanted. We’re satisfied with their work.
How did CODLEO CONSULTING perform from a project management standpoint?
From a project management standpoint, they performed excellently. There weren’t any communication gaps. We have no complaints when it comes to support services.
They’re up to the mark, and we have no complaints about that. They’ve been very prompt in their service and through answering emails. They also quickly make the required changes we ask them to.
What did you find most impressive about them?
Everything came out very nice.
Are there any areas they could improve?
They could improve on the communication side a little. That’s mostly to do with the emails that they wrote back. Some of the emails should’ve been more informed.
Do you have any advice for potential customers?
Whenever I have a need for running my business on a particular project, I’ll always choose them for support services.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Web Dev & Salesforce Implementation for Law Firm
Other IT Consulting and SIWeb Development
$10,000 to $49,999
Aug. 2020 - Ongoing
5.0
Quality
5.0
Schedule
4.0
Cost
4.0
Willing to Refer
5.0
"CODLEO CONSULTING aims to bring value to the client."
Feb 10, 2021
Head-Practice Development & Marketing, Singhania & Partners
Khushboo Luthra
Verified
Legal
New Delhi, India
51-200 Employees
Phone Interview
Verified
CODLEO CONSULTING provided Salesforce implementation services for a law firm. The team then went on to develop an HR application and the company's website in PHP.
While the engagement is ongoing, the results so far have received positive feedback from the internal team. CODLEO CONSULTING leverages their technical experience to deliver quality results in every arena. The team is creative, hard-working, and personable, ensuring an enjoyable collaboration.
A Clutch analyst personally interviewed this
client over the phone. Below is an edited
transcript.
BACKGROUND
Introduce your business and what you do there.
I’m the head of business development at the law firm Singhania & Partners, LLP. We’re a 20-year-old company, established in 1999.
OPPORTUNITY / CHALLENGE
What challenge were you trying to address with CODLEO CONSULTING?
We were looking for a practice management software that could house all our client data and every other document we were handling. This would include conversions, disputes, contact details, billing information, and insights on which clients were the most profitable for us.
We’d worked with another company before CODLEO CONSULTING, and it did not work out.
SOLUTION
What was the scope of their involvement?
CODLEO CONSULTING implemented our Salesforce platform as per our requirements. We were happy with their work, so we contracted them to make our HR app after that. It’s used for recruitment management, internal employee data, and risk management appraisals.
We’ve also hired CODLEO CONSULTING to build our new website, Singhania.in. It was developed in PHP. We had some brainstorming sessions, and we gave them some design examples.
What is the team composition?
The Salesforce implementation was led by RS Maan (Global Chief Revenue Officer) and Mohit (Solutions Maker & Project Leader). The website project was led by RS Maan and Vineet (Digital Marketing Consultant). They were supported by other team members.
How did you come to work with CODLEO CONSULTING?
They were introduced to us by Salesforce as the implementation partner to customize the platform as per our requirements.
How much have you invested with them?
We’ve spent around $10,000.
What is the status of this engagement?
We had initial calls with them around July 2020, and the contract was signed in August of that year. The site is in beta testing right now. We plan to continue working with CODLEO CONSULTING.
RESULTS & FEEDBACK
What evidence can you share that demonstrates the impact of the engagement?
We’d experienced a very bad implementation partner earlier. We worked with CODLEO CONSULTING at their office for almost two months, and they never said no to something we wanted to introduce. CODLEO CONSULTING went above and beyond, and they accommodated us every time we made a request.
How did CODLEO CONSULTING perform from a project management standpoint?
We didn’t have any problems with them. They delivered as per our expectations.
It’s been almost two months since we went live with the Salesforce project, and CODLEO CONSULTING is continuing to support us. We’ve given them feedback based on our employees’ experience with the system, and CODLEO CONSULTING never got irritated with us. They have great customer service.
We’re using Microsoft Teams, and we go to their office as and when required. Face-to-face communication is sometimes better than virtual meetings.
What did you find most impressive about them?
They’re passionate about their work, and they’re not just doing it to earn money. CODLEO CONSULTING aims to bring value to the client. They not only developed the system for us, but they gave us suggestions that helped us save money. We’ve saved around $5,000 because of RS Maan’s suggestions.
Are there any areas they could improve?
We’re happy with them, and we hope they continue to deliver a good service. They have a good team, which I hope will stay with them.
Do you have any advice for future clients of theirs?
Clients should be clear with the requirements of what they want. If both parties are on the same page, we’ll work well together.
RATINGS
5.0
"It’s been great so far."
Quality
5.0
Service & Deliverables
Schedule
4.0
On time / deadlines
"There were delays, but most of them were from our end."
Cost
4.0
Value / within estimates
Willing to Refer
5.0
NPS
Social Media Mktg & Web Design for Behavioral Health Agency
Other Digital MarketingSocial Media MarketingWeb Design
Less than $10,000
Apr. - May 2020
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"I give them 10/10. I’m highly satisfied in all areas."
Oct 27, 2020
CEO, Caliber Autism Care
Navneet Anand
Verified
Other industries
Michigan, United States
11-50 Employees
Phone Interview
Verified
After developing a website, CODLEO CONSULTING has become an ongoing social media marketing partner. Specifically, they work on generating referrals and maximizing Facebook, Twitter, and Instagram accounts.
Providing social media marketing services across a range of platforms, CODLEO CONSULTING earns top marks for their quality of service. They communicate over multiple channels and are praised as adaptable.
A Clutch analyst personally interviewed this
client over the phone. Below is an edited
transcript.
BACKGROUND
Introduce your business and what you do there.
I’m the CEO of Caliber Autism Care. We provide care for autistic kids.
OPPORTUNITY / CHALLENGE
What challenge were you trying to address with CODLEO CONSULTING?
We needed help with social media marketing and we needed a new website developed.
SOLUTION
What was the scope of their involvement?
They are doing our social media outreach since they developed our website. They help us in marketing in generating referrals, and for social media, they help with Facebook, Twitter, LinkedIn, Instagram, and CORA. They aren’t doing email marketing at this time because I don’t have sufficient email addresses for my customers.
What is the team composition?
I work with the CEO and his employees; I’m in touch with at least 3-4 people. There’s one content writer, one who does research on my prospective customers, and one who does social media marketing.
How did you come to work with CODLEO CONSULTING?
They were the first company I chose because their prices were good.
How much have you invested with them?
We spent $2,000 with them.
What is the status of this engagement?
We started working together in April-May 2020.
RESULTS & FEEDBACK
What evidence can you share that demonstrates the impact of the engagement?
I give them 10/10. I’m highly satisfied in all areas.
How did CODLEO CONSULTING perform from a project management standpoint?
Everything was 10/10. I’m highly satisfied with them. We used email, phone, and text.
What did you find most impressive about them?
They’re flexible.
Are there any areas they could improve?
If I can get more referrals, I’ll be happy but that’s not on me.
Do you have any advice for potential customers?
Trust them.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Salesforce & Digital Marketing for Immigration Company
Other Digital MarketingPay Per ClickSearch Engine OptimizationWeb Development
Less than $10,000
Sep. 2019 - Ongoing
4.5
Quality
4.5
Schedule
5.0
Cost
4.0
Willing to Refer
5.0
"Once they’re assigned a task, consider it done."
Apr 14, 2020
Director, Kytero Immigration Pvt Ltd.
Sushant Sharma
Verified
Hospitality & leisure
New Delhi, India
11-50 Employees
Phone Interview
Verified
The team at Codleo Consulting Pvt. Ltd. was tasked with increasing leads for an immigration services company. They provided digital marketing services and implemented Salesforce CRM.
Codleo Consulting Pvt. Ltd. went above and beyond. Their detailed reports and responsive approach make them stand out from other providers. They're communicative and responsible.
A Clutch analyst personally interviewed this
client over the phone. Below is an edited
transcript.
BACKGROUND
Introduce your business and what you do there.
I’m one of the directors of Kytero Immigration Pvt. Ltd. We help people migrating into different countries with student visas or for tourism and permanent residency.
OPPORTUNITY / CHALLENGE
What challenge were you trying to address with Codleo Consulting Pvt. Ltd.?
We hired them for their marketing services.
SOLUTION
What was the scope of their involvement?
The team helps us find leads through digital marketing services. They’re also handling our Salesforce CRM.
What is the team composition?
We’ve worked with eight or nine members of their team. A few of them support digital marketing. The others help with our website and CRM.
How did you come to work with Codleo Consulting Pvt. Ltd.?
We discovered Codleo Consulting Pvt. Ltd. through Salesforce. After we started talking to each other, we began understanding what each of our teams required in a partnership. I was also unsatisfied with my current digital marketing team. We gave them a chance with that as well.
How much have you invested with them?
For the Salesforce implementation, there was a one-time charge. For their other services, we pay them hourly. We typically spend $300–$400 a month.
What is the status of this engagement?
We began working with them in September 2019.
RESULTS & FEEDBACK
What evidence can you share that demonstrates the impact of the engagement?
Their detail-work is very insightful. Whenever I assign them a task, they researched deeply before coming together with a detailed report. They relay possible outcomes and if things end up being good or bad.
How did Codleo Consulting Pvt. Ltd. perform from a project management standpoint?
They were very good, taking ownership of the project. We communicate through phone calls, emails, Zoom, and WhatsApp.
What did you find most impressive about them?
Once they’re assigned a task, consider it done.
Are there any areas they could improve?
Nothing I can think of right now.
Do you have any advice for potential customers?
I would certainly recommend them, but every business has different challenges. With mine, they were able to deliver what I wanted. I’m not sure how they manage to work with other companies, but I strongly recommend them.
RATINGS
4.5
Quality
4.5
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
4.0
Value / within estimates
Willing to Refer
5.0
NPS
"I've already done that.
Salesforce CRM Implementation for Education Company
Business ConsultingCRM Consulting and SI
$50,000 to $199,999
Sep. 2022 - Dec. 2023
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"Their competence was impressive."
Dec 26, 2023
General Manager, LEARNING LINKS FOUNDATION
Ayush Gupta
Education
India
1,001-5,000 Employees
Online Review
An education company hired Codleo Consulting to implement an enterprise CRM on Salesforce.
Codleo Consulting’s efforts were met with positive acclaim. The team succesfully built a CRM software and perfomed user acceptance and adoption tests. They delivered the project on time and satisfactory handled complex requirements. Codleo Consultin was impressively competent.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the GENERAL MANAGER of LEARNING LINKS FOUNDATION
Describe what your company does in a single sentence.
Education
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Codleo Consulting to accomplish?
SALESFORCE IMPLEMENTATION
SOLUTION
How did you find Codleo Consulting?
Referral
Why did you select Codleo Consulting over others?
High ratings
Close to my geographic location
Pricing fit our budget
Great culture fit
Good value for cost
Referred to me
Company values aligned
How many teammates from Codleo Consulting were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
ENTERPRISE WIDE CRM IMPLEMENTATION ON SALESFORCE
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
CRM SOFTWARE UAT AND ADOPTION
Describe their project management. Did they deliver items on time? How did they respond to your needs?
ON TIME, GOOD HANDLING OF COMPLEX REQUIREMENTS
What was your primary form of communication with Codleo Consulting?
In-Person Meeting
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
Their competence was impressive
Are there any areas for improvement or something Codleo Consulting could have done differently?
REQUIREMENT GATHERING AND UAT
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Salesforce Consulting for Merchant Platform
Cloud Consulting & SI
Less than $10,000
Jan. - Feb. 2019
4.5
Quality
4.5
Schedule
4.0
Cost
4.5
Willing to Refer
4.5
"They're an active partner."
Apr 14, 2020
Assistant Manager, Pine Labs
Amrita Chaudhri
Verified
Other industries
Delhi, India
10,001+ Employees
Online Review
Verified
A merchant platform hired Codleo Consulting Pvt. Ltd. to consult on Salesforce. Goals were to smoothen the Salesforce experience.
The workflow between teams was very effective as the team at Codleo Consulting Pvt. Ltd. are active participants.
The client submitted this review online.
BACKGROUND
Please describe your company and your position there.
it is such an amazing company to work with and would highly recommend to everyone
OPPORTUNITY / CHALLENGE
For what projects/services did your company hire Codleo Consulting Pvt. Ltd.?
Salesforce consulting
What were your goals for this project?
smoothen our salesforce project
SOLUTION
How did you select this vendor?
Through salesforce AE
RESULTS & FEEDBACK
Can you share any outcomes from the project that demonstrate progress or success?
Not yet
How effective was the workflow between your team and theirs?
its was very effective
What did you find most impressive about this company?
they are an active partner
Are there any areas for improvement?
None
RATINGS
4.5
Quality
4.5
Service & Deliverables
Schedule
4.0
On time / deadlines
Cost
4.5
Value / within estimates
Willing to Refer
4.5
NPS
Showing 1-6 of
6 Reviews
Our Story
We are Codleo — a young, customer‑centric team of cloud and data specialists blending business consulting, Salesforce and cloud services, analytics, automation, app development and staffing. Rooted in disciplined processes (consult, prototype, build, test, deploy), our team pairs bold, leader‑mindset problem‑solving with industry partnerships and certifications to deliver scalable CRM, AI and cloud solutions that drive measurable client transformation.
What Sets Us Apart
Certified Salesforce Expertise
Our team of Salesforce-certified consultants brings deep technical knowledge and hands-on experience, delivering solutions that are both scalable and tailored to your business needs.
End-to-End Salesforce Solutions
From strategy and implementation to integration, optimization, and support, we provide comprehensive Salesforce services that drive efficiency, productivity, and measurable growth.
Client-Centric Approach
We prioritize understanding your unique business challenges, collaborating closely with your team to deliver solutions that maximize ROI and enhance customer experiences.
Locations (1)
603, D Mall, NSP, Pitam Pura, New Delhi, INDNew Delhi, India110034
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