How is CrmLeaf different from Productive for professional services?
CrmLeaf includes a sales CRM, proposals, a client portal and QuickBooks sync from $9 per user, for teams of any size. Productive's deals CRM starts on Professional at $25 per user, and every plan has a 10-seat minimum.
CrmLeaf
ProductiveRated 4.3 out of 5 by services firms on the top software review sites
“We're a four-person agency. Paying for ten seats never made sense.”
CrmLeaf vs Productive: full feature comparison
13 features across pricing, sales, delivery and billing.
| Feature | CrmLeaf | Productive |
|---|---|---|
| Pricing & plans | ||
| Starting price | $9 /user/mo | $9 /user/mo annual, $10 monthly |
| Seat minimum | None | 10 seats |
| Price with deals CRM | $9 /user/mo | $25 /user/mo (Professional) |
| Free trial | Free trial, no credit card | 14 days, no credit card |
| Sales & CRM | ||
| Built-in CRM on the base plan | Yes | From Professional |
| Proposals with e-signature | Yes, via DocuSign | Not listed on pricing page |
| Delivery | ||
| Resource planning | Yes | Yes |
| Time tracking | Yes | Yes |
| Client portal | Yes | Client view of approved time and budgets |
| Billing & finance | ||
| Invoicing | Yes | Yes |
| QuickBooks on the base plan | Two-way sync | Invoicing integrations from Professional |
| Other accounting integrations | QuickBooks only | Xero, Sage, Exact, Visma |
| Revenue forecasting | Capacity and margin views | Scenario Builder on Ultimate |
Productive details from its pricing page, homepage, checked 27 Sep 2026. Plans change, so confirm current terms with Productive.
Why teams switch from Productive to CrmLeaf
No 10-seat minimum
Productive bills at least 10 seats on every plan. CrmLeaf has no minimum, so a 4-person agency pays for 4.
CRM on the base plan
Productive's deals and companies CRM starts on Professional at $25 per user. CrmLeaf includes the pipeline and proposals from $9.
A real client portal
Productive lets clients see approved time and budgets. CrmLeaf gives them a branded portal to approve milestones, see status and review invoices.
Market study deliveredApprove
$24,062.50 · due in 30 daysViewed
62% complete · on budgetOn track
Lower cost for small and growing teams
Compare a CRM-inclusive plan at list price: CrmLeaf from $9 per user against Productive Professional at $25 with 10 seats minimum.
What do users say about CrmLeaf?
Rated 4.3/5 on Capterra, GetApp and Software Advice.
“CRM on the base plan meant sales and delivery finally worked in the same tool.”
“We cut invoicing from two days to two hours a month and retired three separate tools.”
“Easy to set up, and time tracking flows straight into invoices. Support answered every question the same day.”
Should you choose CrmLeaf or Productive?
Choose CrmLeaf
Choose Productive only if…
- Revenue forecasting and Scenario Builder matter most
- You need Xero, Sage, Exact or Visma for accounting
- You sync HR data from BambooHR, Personio or Rippling
- You have 10 or more people on the plan
Still deciding between CrmLeaf and Productive?
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Do you bill clients for time, milestones or retainers?
What you get with CrmLeaf on every plan
The parts of the workflow that Productive handles on a higher tier, through an integration, or not at all.
Sell the work in the same place you deliver it
Track deals by stage, send proposals with your rate cards, and collect signatures through DocuSign. A signed proposal creates the project and budget.
Common questions about CrmLeaf vs Productive
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The fastest way to run and bill client work
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