183 articles across 16 parts, with separate Administrator and User instructions for every feature in the PSA, Payroll & HR, Solar, Construction and Manufacturing editions.
The articles most people open first.
All editions. Core feature — no add-on required. The product edition your account receives is chosen during signup and determines the onboarding checklist, navigation and terminology you see afterwards.
All editions. Read this before any other feature article — it determines which parts of the manual apply to you.
All editions. Core feature — no add-on required. Some capture sources, such as Meta Lead Ads or Calendly, depend on their own add-on modules.
All editions. Core feature — no add-on required.
All editions. Core feature — no add-on required. The Budget tab requires the Budget add-on module and the roadmap view requires the Project Roadmap add-on module.
All editions. Core feature — no add-on required. Turning mailboxes into tickets automatically requires the separate Email Ticketing add-on module.
All editions. Some integrations are core (for example payment gateways and Google Calendar), but most are paid add-on modules that an Administrator must enable for your account before their settings appear.
Every help article, organised the way the product is.
How this manual is organised, the terminology it uses, the product editions it covers, the permission model behind every screen, and how the professional services lens works.
Everything an Administrator configures once: the account itself, workspaces, users and roles, permission scopes, add-on modules, navigation, localisation, security and storage.
Capturing and organising demand: lead contacts and lead companies, configurable pipelines, the lead board, deals, web-to-lead capture, follow-ups, and converting won business into managed clients.
The money chain: estimates and proposals, contracts, invoicing including recurring, installment and milestone billing, credit notes, payments and gateways, and expenses.
Products and sales orders, the configurable dispatch workflow, and the project workspace: creation, views, milestones, templates, Gantt and roadmap.
The unit of work and the hours against it: tasks and boards, approvals, subtasks, timers and timesheets, billable time, utilisation, and the team collaboration tools.
Help desk operation from ticket intake to knowledge base, and the Budget module's derived budget-versus-actual tracking with earned value analytics.
Present in every edition: employee records, designations and departments, shifts and rotations, holidays, attendance, and leave including hourly leave.
Overtime policies and approval, syncing payroll data with Tally, and payroll reporting. Core payroll processing (components, employee salaries, running payroll, payslips, statutory components, government forms, gratuity and settlements) and Employee Self-Service are no longer part of CrmLeaf's marketed feature set and are not documented here as of September 2026; biometric attendance devices are covered under Part 7, Human Resources Core.
Applicant tracking from job posting to hire and onboarding, and objectives, key results and one-to-one meetings.
The procure-to-pay chain shared by every edition: vendors, purchase orders, delivery tracking, bills, vendor payments and credits, and goods returns.
Bills of quantities and materials, production planning, material requisitions, requests for quotation, and multi-warehouse stock with transfers and adjustments.
The solar lifecycle: master data, sites and approvals, surveys, assessments, estimates and bills of quantities, financing and subsidies, installation, payment schedules and maintenance.
The build lifecycle: construction sites, surveys and assessments, estimates and bills of quantities, financial plans and payment schedules, milestone billing and post-handover maintenance.
Connecting CrmLeaf to payment gateways, accounting systems, messaging, email, meetings, document signing, storage and automation platforms.
The field and office mobile application, permission-scoped AI assistant access, and the reporting surface across every module.
Reference material: every status value, an access planning matrix, regional payroll compliance, consolidated troubleshooting, the glossary, article classification and service lens coverage, the screenshot capture checklist and the open information gaps.
Our support team answers on business days, and the Academy has step-by-step video walkthroughs of every module.
