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CRMLeaf Integrates DocuSign for Contracts, Proposals, and E-Signatures
Introducing Email Integration: Every Client Email, Automatically Logged to CrmLeaf
QuickBooks Integration: Two-Way Accounting Sync for CrmLeaf
CRMLeaf Integrates DocuSign for Contracts, Proposals, and E-Signatures
Today, CrmLeaf is rolling out a native DocuSign integration. Contracts and proposals created inside CrmLeaf can now be sent for legally binding e-signature, tracked in real time, and stored automatically against the record they belong to – all without a rep, HR manager, or operations lead ever having to open a second tab…
Introducing Email Integration: Every Client Email, Automatically Logged to CrmLeaf
Gmail and Outlook now sync two-way with CRMLeaf – across Solar CRM, Construction, Service Management, and every other CRMLeaf product. Every email to a Lead, Deal or Client is captured without anyone forwarding a thread, and support mail turns into a trackable Ticket on its own..
QuickBooks Integration: Two-Way Accounting Sync for CrmLeaf
Running a business across CrmLeaf and a separate accounting tool usually means the same invoice gets entered twice – once when it’s raised, once when someone re-keys it into the books…
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Product Release: Introducing Project Templates and Other Enhancements
By Ajit · 9 min read
CRMLeaf Integrates DocuSign for Contracts, Proposals, and E-Signatures
By Ajit · 15 min read
Introducing Email Integration: Every Client Email, Automatically Logged to CrmLeaf
By Ajit · 5 min read
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