CRMLeaf
United States HQFounded 2024
Deployment
Best for
51–100 employees
Overview
About CRMLeaf
CRMLeaf is an all-in-one professional services automation (PSA) software designed to simplify business operations. It combines CRM, project management, time tracking, resource planning, invoicing, and billing in one platform. By streamlining workflows, improving team collaboration, and providing better project visibility, CRMLeaf helps professional services businesses enhance productivity, manage resources efficiently, and improve profitability.
At a glance
Software information
Industries served, licensing and the support CRMLeaf provides.
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CRMLeaf features
The full feature set, grouped by module.
Plans
CRMLeaf pricing
Pricing Type
Flat Rate
Free Version
Yes
Payment Frequency
Monthly Payment, Annual Subscription
Preferred Currency
USD ($)
Free Trial
14 Days
CRMLeaf is an all-in-one business management platform that combines CRM, sales, field service, project management, HR, and operations in a single system. Plans start with a free option for solo users and scale to enterprise solutions with unlimited users, contacts, and advanced automation. Designed for service businesses, solar companies, manufacturers, and growing teams, CRMLeaf helps manage leads, customers, projects, field teams, invoicing, and workflows from one centralized platform.
Free
- CRM & lead management
- 100 contacts
- 10 deals
- 10 proposals or estimations
Basic$9 / month
- Quotation
- Timesheet Approval
- Hourly Cost
- Unlimited Task & Subtasks
- Kanban Board
- Unlimited Lead & Contacts
- Unlimited Deal
- Pipeline Management
- Proposal Management
- Proposal Template
- Deal Task
- Meeting
- Google Calendar Integration
- Follow-up Reminder
- CRM Email Integration
Pro$19 / month
- Everything in Basic Plan and plus
- Invoice
- Recurring Billing
- Timesheet Invoice
- Payment Reminder
- Auto-draft Invoices
- Expense Log & Approval
- Expense Invoice
- Multi-Currency Invoice
- Receipt tracking
- Payment Log
- Credit notes
- Margin report
- Invoice Template
- Burndown Chart
Premium$29 / month
- Everything in Pro plan and plus
- Estimation
- Resource Availability
- Workload Visibility
- Product as Service
- Tickets Management
- Workflow Automation
- Leave & Holiday Management
- Attendance Management
- Custom SMTP
- QuickBooks Integration
- MCP
- Messages
- Reports
- CXO Dashboard
Works with
Integrations
CRMLeaf connects with the tools your team already uses.
Media