Every CrmLeaf feature, one platform
Every CrmLeaf feature in one place - CRM and sales pipeline, proposals, projects, resourcing, time tracking, invoicing, HR, payroll and support.
- Features
- 61
- Categories
- 7
CRM & Sales
Capture leads, work deals and keep every customer relationship in one place.
7 features
- Lead ManagementCapture, qualify and assign every incoming lead
- Contact ManagementOne record for each person and company you work with
- Deal ManagementTrack every opportunity from first call to close
- Sales Pipeline ManagementSee each deal stage and forecast what will close
- Web To LeadTurn website form submissions into CRM leads
- Client PortalA branded space where clients see their work and invoices
- EventsSchedule meetings, calls and events on a shared calendar
Quotes, billing & finance
From the first proposal to the final payment, with spend and budgets in view.
7 features
- ProposalsSend proposals clients can review and accept online
- EstimatesQuote the work before it starts and convert to invoices
- Contract ManagementDraft, sign and track client contracts
- InvoicesBill clients and follow invoices through to payment
- PaymentsRecord and reconcile what clients have paid
- ExpensesLog spend against projects and clients
- Budget TrackingCompare planned budgets against actual spend
Project management
Plan, track and deliver client work with the view each team prefers.
13 features
- Project ManagementRun client projects from kickoff to delivery
- Task ManagementAssign, prioritise and track tasks across teams
- Kanban BoardMove work across stages on a visual board
- Gantt ChartPlan timelines and dependencies on a Gantt view
- Burndown ChartWatch remaining work burn down over a sprint
- Milestone ManagementMark key dates and track progress against them
- Project DashboardProject health, progress and hours at a glance
- Project RoadmapLay out the plan across phases and releases
- Project TemplatesStart new projects from a proven structure
- Project DiscussionKeep project conversations next to the work
- Project NotesShared notes and decisions for each project
- Project Activity TrailA running history of what changed and who changed it
- Project RatingCollect client feedback when a project wraps up
Time, resources & HR
Know who is working on what, log the hours and run the people side.
6 features
- Time TrackingLog hours with timers and timesheets
- Resource ManagementBalance workload and allocate people to projects
- HRMSEmployee records and HR processes in one system
- Attendance ManagementTrack attendance, shifts and working days
- TeamTeams, departments and your org structure
- NoticeboardShare announcements with the whole company
Operations & inventory
Orders, returns, assets and bills of materials alongside the rest of the business.
4 features
Support & platform
Help customers, automate the routine and control who can do what.
4 features
More features
Everything else that ships with the platform.
20 features
- Agency Billing Software
- Agency Crm Project Management
- Capacity Planning Software
- Client Onboarding Portal Software
- Credit Notes
- Crm
- E Invoice
- Installment Plans
- Inventory
- Knowledge Base
- Leave Management
- Meeting Intelligence
- Milestone Billing
- Multi Currency Tax
- Orders And Dispatch
- Performance Management
- Price Lists
- Project Profitability Software
- Time Tracking For Agencies Consultants
- Workflow Automations
See every feature working on your own data
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