CRMLeaf

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United States HQFounded 2025

Overview

About CRMLeaf

CRMLeaf is an all-in-one CRM and business management platform designed to help businesses manage sales, customers, HR, projects, payroll, and operations from a single centralized dashboard. Built for startups, SMBs, agencies, manufacturing companies, and enterprises, CRMLeaf simplifies business processes by combining CRM, HRMS, project management, helpdesk, workflow automation, and finance management into one scalable solution.

The platform enables teams to manage leads, track customer interactions, automate follow-ups, generate invoices, monitor employee attendance, manage payroll, and collaborate on projects without relying on multiple software tools. CRMLeaf also includes AI-powered automation features that help businesses improve productivity, streamline workflows, and reduce manual operational tasks.

At a glance

Software information

Industries served, licensing and the support CRMLeaf provides.

Industries

  • Computer-software

Licensing

  • Proprietary
  • Monthly Payment
  • Annual Subscription
  • Free trial
  • Free version

Support

  • Email
  • Live Chat
  • Phone
  • 24x7 Support

Training

  • Webinar
  • In-person
  • Documentation
Languages (2)
EnglishHindi
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Capabilities

CRMLeaf features

The full feature set, grouped by module.

Inventory Management

  • CRM
  • Inventory Control
  • Manufacturing
  • Order Management
  • Reporting/Analytics

CRM

  • Contact Management
  • Lead Management
  • Pipeline Management
  • Sales Automation

HR

  • Applicant Tracking
  • Employee Management
  • Job Board Posting
  • Payroll Management
  • Recruiting Management
  • Reporting & Analytics
  • Time Management

Project Management

  • Collaboration
  • Document Management
  • Dashboard
  • Project Tracking
  • Project Planning
  • Resource Management
  • Task Management
  • Workflow Management

Lead Management

  • Contact Management
  • Lead Segmentation
  • Pipeline Management
  • Reporting & Analytics
  • Sales Tracking

Plans

CRMLeaf pricing

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$0 / month
  • 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

Screenshots & video