Free business tools for sales & field teams
Twelve free tools that turn timesheets, expenses, orders and team capacity into ready-to-send PDFs - instantly, in your browser. No account, no email address, no credit card. Ever.
12
Free Tools
3
Categories
$0
Cost, Ever
0
Signups Required
Built the way sales & ops teams actually work
Every tool follows the same four principles, so you always know what to expect.
Free forever
Every calculator and every PDF download. No credit card, no trial, no upsell - never.
Real business logic built in
The math matches how invoices, POs, sales orders and dispatch notes actually work - not a generic template.
Instant results
No waiting. Every document generator calculates and renders its PDF in your browser in milliseconds.
100% private
Your company details, client data and numbers stay on your device unless you explicitly ask for AI parsing or an emailed report. No tracking, no storage.
Sales & Billing
4 toolsTurn work into a document your client can pay
For freelancers, agencies and service teams who bill by the hour, by expense, or by proposal.
Timesheet to Invoice
Log hours against tasks and generate a client-ready invoice with rates, subtotal and tax calculated automatically.
Open toolExpenses to Invoice
Bill reimbursable expenses back to a client, with an optional markup, and get a clean itemized PDF invoice.
Open toolProposal Generator
Put together scope, timeline and pricing into a professional client-facing proposal PDF in minutes.
Open toolInvoice Generator
Create professional invoices with tax-ready breakdowns and branded formatting.
Open toolOperations & Field
3 toolsGet goods and orders moving, on paper
For construction, solar, manufacturing, distribution and any team that buys, sells or ships physical goods.
Purchase Order Generator
Create a formal PO for a vendor with line items, quantities and delivery terms - ready to send as a PDF.
Open toolSales Order Generator
Confirm a sale with your customer before invoicing - items, quantities, pricing and delivery terms in one PDF.
Open toolDispatch Order Generator
Generate a delivery challan / dispatch note with consignor, consignee, vehicle and item details for goods in transit.
Open toolTeam & Capacity
5 toolsSee where your team's hours actually went
For agencies, consultancies and service teams that sell their people's time and need to know how much of it got billed.
Team Utilization Calculator
Calculate resource utilization, billable utilization and bench hours per person, benchmarked against the 70-85% healthy band.
Open toolResource Utilization GPT
Describe your team in plain English and get resource utilization, billable utilization, bench hours and committable capacity.
Open toolProject Profitability Calculator
Enter revenue, hours and cost to see a project's real margin, gross profit and effective hourly rate against the 20-35% healthy band.
Open toolUnbilled Hours Calculator
See how much revenue unbilled billable hours cost your firm each year, then download the results as a PDF.
Open toolPSA Cost Calculator
Compare the annual cost of Rocketlane, Scoro, Productive, BigTime, Harvest or your own stack with CrmLeaf, seat minimums included.
Open toolGet a result in under a minute
No accounts, no demos. Pick a tool and start.
Step 1
Pick a tool
Browse 12 specialised tools across sales, billing, field operations and team capacity.
Step 2
Enter your details
Your company info, your client or vendor, and your line items - with a live preview as you type.
Step 3
Download your PDF
One click, and it's on your computer - ready to send.
Love the tool? You'll love not retyping this every time.
These free generators are perfect for a one-off document. If you're doing this every week, CrmLeaf turns your pipeline, timesheets and purchase orders into invoices, POs and dispatch notes automatically - no copy-pasting, no spreadsheets, nothing to re-enter.
Open source · MIT licensed
Want to host these tools yourself?
Every tool here is part of the CrmLeaf Community Edition. Fork the source, put it on your own domain, and rebrand it as your own.
Questions, answered
The same questions every sales and ops team asks before using a new tool. If you don't see yours here, reach out.
Running a whole team on spreadsheets and one-off PDFs?
CrmLeaf brings your pipeline, invoicing, purchasing and field operations onto one platform - every feature included, from $9 per user a month.