Stop stitching together a CRM, project management tool, time tracker, billing system, and support desk. CRMLeaf brings your entire professional service workflow into one connected platform.
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Most PSA tools make you buy a time tracker, a project tool, a CRM, and a billing app separately. CrmLeaf leads with the two your team touches daily - and includes the rest.
One-click timers that tag every hour to the right project and client automatically - so timesheets aren't reconstructed from memory on Friday afternoon.
Boards, sprints, and milestones for every client project and internal build - so nothing slips when three projects are moving at once.
Other PSA platforms split these across separate add-ons and price tiers. In CrmLeaf, they've been one system from day one.
Your team starts a timer when they start work, not when they remember to. Time rolls up by project and client automatically, ready for invoicing and utilization reporting - no spreadsheet reconciliation required.
See what's in progress, what's blocked, and what's due this week without a stand-up meeting. Your team gets a board that matches how they work; clients get a clean status view without asking for one.
Every proposal and retainer renewal lives in a pipeline your whole team can see, so a lead doesn't go cold because it was buried under someone else's email. Send proposals for e-signature without leaving the deal.
Approved time and expenses flow straight into the invoice - whether you bill hourly retainers, fixed-price milestones, or a mix of both. See real margin per project instead of finding out at month-end.
See your team's hours, projects, and billing on one screen - set up takes minutes.
CrmLeaf is designed for flexibility and performance from day one - not clunky add-ons bolted on later.
Track every lead in a visual pipeline.
Sales, projects, and billing in one place.
Drafts emails and predicts lead scores.
CrmLeaf isn't a walled garden. Pull your data out, plug it into the tools your team already uses, and let AI handle the busywork - all in the same plan.
Pull time, project, and billing data into your own tools with a full REST API, or push changes in. Webhooks fire the moment a timer stops, an invoice goes out, or a deal closes - no polling required.
See all integrationsAsk for a status update, a time summary, or a client-ready report in plain English. It also flags at-risk budgets and timelines and suggests who to assign next, before you have to ask.
See what the AI assistant doesCrmLeaf supports MCP, so the AI tools your team already uses can query live project, time, and billing data directly - no exports, no copy-paste.
How MCP access worksRatings and badges from the software review platforms CrmLeaf is listed on.
Why pay more for fragmented tools when one platform does it all?
CrmLeafCrmLeafCompetitorEasily import leads, contacts, and data from Excel or CSV files instantly.
Gmail, Outlook, or any IMAP service.
Move data from any legacy CRM or system in minutes.
CrmLeaf adapts to your sales, service, and operations. We fit your business, not the other way around.
Modern architecture ready for your future tech stack needs.
Clean UI and simple workflows lets your team start using CrmLeaf without training.
Join software and agency teams who moved time tracking, projects, and billing onto one platform.
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