CRM & Sales

CRM software that takes a lead from first touch to signed contract

CrmLeaf's CRM & Sales module covers the full pipeline: capture leads from any source, work deals on a visual Kanban board, send estimates, proposals and contracts with e-signatures, and hand won clients straight into projects and invoicing - without re-entering a single field.

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One module covers

  • Leads
  • Deals
  • Estimates
  • Proposals
  • Contracts
  • Follow-ups
  • Web forms
  • Client portal

The pipeline

Lead to deal to quote to contract to client

Seven steps, one record - sales hands delivery a client, not a spreadsheet.

  1. Step 01

    Capture

    Web form, manual entry or CSV import

  2. Step 02

    Qualify

    Contact and deal created together in one step

  3. Step 03

    Assign

    Lead agent, watchers and configurable goals

  4. Step 04

    Work

    Notes, files, follow-ups, tasks and calls - all logged

  5. Step 05

    Quote

    Estimate or proposal with line items and tracking

  6. Step 06

    Sign

    Contract with dual e-signature on a public link

  7. Step 07

    Deliver

    Won deal converts to a project and an invoice

What's inside

Eight CRM & Sales capabilities

01

Lead Management

Capture, score and assign leads from every source into configurable pipelines.

See how it works
02

Deal & Pipeline Management

Visual Kanban board with drag-and-drop, stage value stats and a full activity timeline.

See how it works
03

Estimates & Quotations

Branded quotes with line items that convert to invoices on acceptance.

See how it works
04

Proposals

Template-driven proposals with live open/view tracking and public links.

See how it works
05

Contract Management

Create from reusable templates, send a signable link and capture dual e-signatures.

See how it works
06

Follow-ups & Reminders

Never lose a deal to a missed callback - overdue follow-ups surface on the dashboard.

See how it works
07

Web-to-Lead Form

Embeddable public form with reCAPTCHA, de-duplication and custom fields.

See how it works
08

Client Portal

Won deals become client accounts with their own login to projects, invoices and tickets.

See how it works

In detail

How each capability works

01 / 08

Lead Management

Leads arrive from a public web form, manual entry or CSV import and land in configurable pipelines with fully customisable stages. A lead agent owns each deal, watchers are notified of activity, and agents have configurable goals so a manager can see pipeline health at a glance. The lead board is a Kanban view with drag-between-stages, column reorder and collapse, and lazy loading for large pipelines.

  • Kanban board with drag-between-stages, column reorder/collapse and lazy loading
  • Configurable pipelines: create, duplicate, toggle visibility, reorder stages
  • Lead agents with watchers and configurable goals
  • Lead statuses, categories and sources for routing and reporting
  • CSV import with de-duplication; GDPR consent pages with admin approve/reject
  • Ownership-scoped visibility - reps see their own deals, managers see all
  • Kanban lead board
  • Configurable pipelines & stages
  • Lead agents & goals
  • CSV import
  • GDPR consent pages
Explore Lead Management
02 / 08

Deal & Pipeline Management

Deals are sales opportunities moving through configurable pipeline stages. Each deal has a full activity timeline recording stage moves, notes, files, follow-ups, proposal sends and more. Products can be attached to deals to feed value calculations and quoting, and deals connect forward to estimates, proposals and invoices when won.

  • Visual pipeline with drag-and-drop and live per-stage value statistics
  • Full activity timeline per deal - stage moves, notes, files, follow-ups, proposal sends
  • Emails tab with two-way email conversation (CRM email integration)
  • Calls tab with RingCentral call history alongside the deal
  • Products on deals feed value and quoting
  • Quick and bulk actions, with overdue follow-ups surfaced on the dashboard
  • Visual Kanban pipeline
  • Full activity timeline
  • Email & call tabs
  • Products on deals
  • Quick & bulk actions
Explore Deal & Pipeline Management
03 / 08

Estimates & Quotations

Send branded estimates with line items, taxes and discounts. Estimates use reusable templates and can be sent through a public link or downloaded as PDF. When a client accepts, convert the estimate directly to an invoice without re-entering line items. Estimate requests let clients ask for a quote through a self-service form.

  • Line-item estimates with taxes, discounts and reusable templates
  • Send through a public link or download as a branded PDF
  • Convert an accepted estimate directly to an invoice
  • Estimate request form - clients can request a quote without logging in
  • Branded templates
  • Public link or PDF
  • Convert to invoice
  • Estimate requests
Explore Estimates & Quotations
04 / 08

Proposals

Template-driven proposals combine rich text, line items and a signable public link. Live tracking tells you when a prospect opens or views your proposal, so you can follow up at the right moment. Signed proposals feed directly into project setup and invoicing.

  • Rich-text proposals built from reusable templates
  • Live tracking - see when a prospect opens or views your proposal
  • Public signable link with signature capture
  • Accepted proposals connect forward to project creation and invoicing
  • Template-driven
  • Live open/view tracking
  • Public signable link
  • Converts to project & invoice
Explore Proposals
05 / 08

Contract Management

Create client or vendor contracts from reusable templates, send a signable public link, and capture e-signatures from both the client and your company. Contracts support renewals and threaded discussions, so the signed agreement stays alongside the conversation that shaped it. A DocuSign connection is available as an add-on for teams needing a recognised third-party e-signature provider.

  • Create from reusable contract templates for client or vendor agreements
  • Public signable link with dual e-signature capture (client + company)
  • Renewal tracking and threaded discussions per contract
  • DocuSign integration available as an add-on
  • Reusable templates
  • Dual e-signature
  • Public signable link
  • Renewals
  • Discussions
  • DocuSignAdd-on
Explore Contract Management
06 / 08

Follow-ups & Reminders

Every deal carries a next-follow-up date, and the CRM dashboard surfaces open, won, needs-attention and overdue follow-ups so nothing falls through the cracks. Follow-up reminders work alongside the task and activity timeline - a missed callback is visible to the rep and their manager, not buried in a personal calendar.

  • Follow-up dates on every deal, surfaced on the CRM dashboard
  • Dashboard views for open, won, needs-attention and overdue follow-ups
  • Visible to both the rep and their manager - not buried in a personal calendar
  • Next-follow-up dates
  • Dashboard surfacing
  • Open / won / overdue views
07 / 08

Web-to-Lead Form

An embeddable public form with reCAPTCHA that creates a contact and a deal in one submission. Custom fields let you capture exactly the qualification data your sales team needs, and automatic de-duplication stops the same lead entering the pipeline twice.

  • A public form you embed on any website - no coding required
  • reCAPTCHA protection against spam submissions
  • Custom fields for lead qualification data
  • Automatic de-duplication so the same lead doesn't enter twice
  • Creates a contact and a deal together in one step
  • Embeddable public form
  • reCAPTCHA
  • Custom fields
  • Auto de-duplication
Explore Web-to-Lead Form
08 / 08

Client Portal

When a won deal becomes a client account, that client is a real user with their own login. The Client Portal gives clients self-service access to their projects, invoices, estimates, proposals, contracts and support tickets - all within the same platform, with no separate portal product to maintain. Public signed-URL document pages work without a login for one-off access.

  • Clients get a real user account with a login to the portal
  • Self-service access to projects, invoices, estimates, proposals, contracts and tickets
  • Public signed-URL document pages work without a login
  • No separate portal product - it's part of the same platform
  • Client login
  • Projects, invoices, tickets
  • Estimates & proposals
  • Signed-URL documents
Explore Client Portal

One pipeline, every team

Won deals flow straight into projects, invoicing and support

A deal won in CRM creates a client account, seeds a project, and generates the first invoice - no CSV export, no copy-paste, no lost context between sales and delivery.

  • InvoicingEstimate to invoice conversion in one click
  • ProjectsA won deal seeds a project with the client already attached
  • SupportThe client portal includes a helpdesk ticket queue
  • MobilePipeline, follow-ups and calls on Android & iOS
Win once · deliver, bill and support from the same record

FAQ

Common questions about CrmLeaf CRM & Sales

Visibility, lead capture, e-signatures and mobile - what sales teams ask before they move their pipeline over.

  • Yes. Lead and deal visibility is ownership-scoped - you can set each role to see none, only their own, only what they added, both, or all records. Reps see their pipeline; managers see everyone's.

Related

Explore further

Deal & PipelineConfigurable stages & Kanban boardProposalsTemplate-driven with live trackingContractsDual e-signature & renewalsClient PortalProjects, invoices & tickets

See your pipeline working before your trial ends

Import your leads, set up stages, and send your first proposal - all inside a free trial with no credit card.

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