About This CrmLeaf Helpdesk Manual
All editions. This article explains how the manual is organised and how to find what you need.
Availability: All editions. This article explains how the manual is organised and how to find what you need.
Overview
CrmLeaf is an all-in-one business management platform. It combines customer relationship management, sales and invoicing, project and work management, human resources and payroll, procurement and inventory, recruitment, performance management and support ticketing in a single system, with a companion mobile application for Android and iOS.
This manual documents how to configure and use it. It is written for two readers: the Administrator who sets the system up for an organisation, and the User who works in it every day. Almost every article separates those two jobs, because their responsibilities are different.
How the Manual Is Organised
CrmLeaf ships as several product editions built on one shared engine. The manual follows that structure, so you can read only the parts that apply to your account.
| Parts | What they cover | Who should read them |
|---|---|---|
| About This Manual | How to use this manual, terminology, product editions, the permission model, and how the professional services lens works | Everyone, before anything else |
| Part 1 | Platform setup and administration - account, users, roles, modules, settings | Administrators |
| Parts 2–6 | Worksuite edition features: CRM, quote to cash, orders and projects, tasks and time, support and budgeting | All editions use most of this |
| Part 7 | Human resources core: employees, shifts, attendance, leave | All editions |
| Part 8 | Payroll and HR edition: salary, payslips, statutory compliance | Payroll customers |
| Part 9 | Recruitment and performance management | Accounts with those modules |
| Part 10 | Procurement: vendors, purchase orders, bills, payments, returns | Accounts with the Purchase module |
| Part 11 | Manufacturing CRM edition and multi-warehouse inventory | Manufacturing customers |
| Part 12 | Solar CRM edition: sites, surveys, assessments, installation, maintenance | Solar customers |
| Part 13 | Construction CRM edition: sites, financial plans, milestone billing | Construction customers |
| Part 14 | Integrations with third-party services | Administrators |
| Part 15 | Mobile application, AI assistant access, and reports | Everyone |
| Part 16 | Appendices: status reference, access planning, compliance, troubleshooting, glossary, article classification and service lens coverage | Reference as needed |
How to Read an Article
Every article follows the same shape, so you can predict where the answer is.
- Availability - which editions the feature applies to, and whether it needs an add-on module. Read this first. If the feature is not included in your plan, the screens described will not appear.
- Overview - what the feature is and what problem it solves.
- How It Works - the whole workflow, before any detail.
- Who Can Use This Feature - split into Administrator and User.
- Prerequisites - what must exist or be configured first.
- For Administrators and For Users - the numbered procedures.
- Expected Result - how to confirm you did it correctly.
- Service / PSA lens - on 112 of the 193 articles, an additional block explaining what the capability means for a professional services organisation. It is visibly separated and never changes the instructions above it. See CrmLeaf, PSA and the Service Lens in This Manual.
- Important Notes, Troubleshooting, Frequently Asked Questions, Related Articles.
Where to Start
- New Administrator setting up an account: read About This Manual, then work through Part 1 in order, then the getting-started article for your edition.
- New User who has just been invited: read Understanding CrmLeaf Product Editions and Understanding Roles, Permissions and Record Visibility, then go to the article for the module you have been asked to use.
- Support agent answering a customer: start at Troubleshooting Common CrmLeaf Issues.
- Working with a professional services customer or prospect: read CrmLeaf, PSA and the Service Lens in This Manual, then The Professional Services Delivery Lifecycle.
Related Articles
Our support team answers on business days. Reference FM-01 so we can jump straight in.