Compare CRMLeaf with the tools on your shortlist
Side-by-side comparisons with the PSA platforms, CRMs and spreadsheets services firms use to sell, staff, deliver and bill client work. Each one shows where CRMLeaf leads and where the other tool is the better fit.
Pick the tool you're comparing
Each comparison covers pricing, seat minimums, CRM, resource planning, invoicing and QuickBooks.
CRMLeafvs
Kantata
Built for mid-market and enterprise firms, with quote-only pricing and a demo before you can start.
- Published $9 per user price, not quote-only
- Start a free trial without a sales call
- CRM built in, not via Salesforce or HubSpot
- You run hundreds of consultants across many practices
- You need NetSuite, Sage Intacct or Salesforce Revenue Cloud
CRMLeafvs
Scoro
Bundles CRM, resourcing and invoicing on its End-to-End plan at $57 per user, with a 5-user minimum.
- Full PSA from $9 per user, not $57
- No 5-user seat minimum
- Branded client portal included
- You need Xero, Sage Intacct or Stripe connected
- Advanced financial reporting is your main requirement
CRMLeafvs
BigTime
Time and billing from $20 per user, with resource management on Enterprise and CRM through Salesforce.
- Resource planning on every plan
- Built-in CRM and proposals
- Client portal without the Advanced plan
- You need QuickBooks Desktop as well as Online
- You want Sage Intacct or Lacerte integrations
CRMLeafvs
Productive
Its deals CRM starts on Professional at $25 per user, and every plan bills at least 10 seats.
- No 10-seat minimum
- CRM and proposals on the base plan
- Branded client portal with approvals
- Revenue forecasting and Scenario Builder matter most
- You need Xero, Sage, Exact or Visma for accounting
CRMLeafvs
Rocketlane
Resourcing and invoicing start on its $69 Premium plan, billed for at least 5 team members.
- Resourcing and invoicing from $9 per user
- No 5-seat minimum
- Built-in CRM and two-way QuickBooks sync
- Your team onboards and implements customers for a SaaS product
- You want AI agents (Nitro) to run parts of delivery
CRMLeafvs
HubSpot
An excellent marketing, sales and service CRM, but project delivery, staffing and services billing need separate tools.
- Project delivery and resourcing built in
- Native timesheets and time tracking
- Milestone and services invoicing
- Marketing automation and lead-gen depth matter more to you than project delivery
- You don't need native resource planning, timesheets or milestone billing
CRMLeafvs
Zoho One
A bundle of dozens of separate Zoho apps. Broader than PSA, but you assemble the services workflow yourself.
- One connected PSA workflow, not separate apps
- CRM, projects and billing share one record
- Two-way QuickBooks sync
- You need one suite covering HR, finance, marketing and support across the whole company, not just services delivery
- You're already standardized on Zoho Books as your ledger
CRMLeafvs
Bonsai
Built mainly for freelancers and very small studios, with team features layered on later.
- Resource planning across a whole team
- A full sales pipeline, not just proposals
- Built for firms with employees to staff
- You're a solo freelancer with no employees to manage
- You mainly need contracts, proposals and simple invoicing
CRMLeafvs
Spreadsheets
Free and flexible, until you rebuild invoices from timesheet exports every month and still miss hours.
- Invoices built from approved hours
- Live project budgets and utilization
- Permissions and a log of every change
- You have one or two people and a handful of clients
- You bill a flat monthly fee and don't track time
How we compare
Sourced from public pages
Competitor details come from each vendor's own pricing and product pages, checked 27 Sep 2026. Plans change, so confirm current terms with the vendor.
We name where they win
Every comparison includes a "Choose them only if…" section, so you can see when the other tool is the better fit.
Sized for your firm
Each page has a cost calculator and a 5-question quiz, so the answer reflects your team size and how you bill.
Common questions about PSA alternatives
The fastest way to run and bill client work
Win the work, staff it, track every hour and get paid from one PSA, starting at $9 per user. We'll migrate your data for free.