For AI agents: the complete CrmLeaf documentation index is at /llms.txt. Every page is also available as markdown at its .md URL.
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No. 1 PSA Software
PSA Platform — Connect Sales, Projects, Resources, Time & Billing
Built for IT & Software Services
Know where your revenue is coming from
Built for Consulting & Advisory Firms
Know where your project margins are going
Built for Digital & Creative Agencies
Connect Sales, Delivery & Billing without the gaps
Built for Engineering & Architecture Firms
Turn every billable hour into revenue
Built for Accounting, Legal & Financial Services
Keep your people productive and projects profitable
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Stop revenue leakage before it reaches your bottom line
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From winning the deal to getting paid - stay connected
One platform for your entire service business
PSA Platform — Connect Sales, Projects, Resources, Time & Billing
What's newNew Feature
Log Time Directly From a Task
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ManufacturingMFG-01Getting Started with the Manufacturing CRM EditionMFG-02Create a BOQ and Group It into a BOMMFG-03Plan Production and Record Finished GoodsMFG-04Raise and Approve Material RequisitionsMFG-05Return Issued MaterialMFG-06Send an RFQ and Collect Vendor QuotesMFG-07Convert an Accepted Vendor Quote into a Purchase Order
InventoryINV-01Set Up WarehousesINV-02Enter Per-Warehouse Opening StockINV-03Read Stock Levels, Reserved and Available QuantitiesINV-04Transfer Stock Between WarehousesINV-05Record Inventory Adjustments
Part 11 · Manufacturing CRM Edition and Inventory5 articles

Inventory

Multi-warehouse stock: warehouse setup, opening stock, stock levels and reservations, transfers and adjustments.

Articles in Inventory

INV-01Set Up WarehousesAll editions. Requires the Purchase add-on module to be enabled for your account by an Administrator. Warehouse setup is part of the Manufacturing CRM onboarding, and is also used by the Solar CRM and…Other Product TypeAdministrator4 minINV-02Enter Per-Warehouse Opening StockAll editions. Requires the Purchase add-on module to be enabled for your account by an Administrator. Part of the Warehouse & Inventory step of the Manufacturing CRM onboarding.Other Product TypeAdministrator5 minINV-03Read Stock Levels, Reserved and Available QuantitiesAll editions. Requires the Purchase add-on module to be enabled for your account by an Administrator.Other Product TypeUser5 minINV-04Transfer Stock Between WarehousesAll editions. Requires the Purchase add-on module to be enabled for your account by an Administrator.Other Product TypeAdministratorUser5 minINV-05Record Inventory AdjustmentsAll editions. Requires the Purchase add-on module to be enabled for your account by an Administrator.Other Product TypeAdministratorUser5 min
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CrmLeaf

Professional services automation for teams that sell, deliver and bill client work - CRM, projects, time, resourcing and invoicing on one database.

4.6/5 on G24.7/5 on Capterra
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Product
  • PSA platform
  • Project & task management
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  • Resource & workload
  • Invoicing & billing
  • CRM & sales pipeline
  • Support & helpdesk
  • Reports & dashboards
  • AI assistant & automation
  • All products
Solutions
  • Software & IT services
  • Marketing & advertising
  • Consulting firms
  • Architecture & engineering
  • Accounting & finance firms
  • Staffing & recruitment
  • Solar CRM
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  • All solutions
Resources
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Company
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  • Why CrmLeaf
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  • Become a partner
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  • Contact us
CrmLeaf

Professional services automation for teams that sell, deliver and bill client work - CRM, projects, time, resourcing and invoicing on one database.

4.6/5 on G24.7/5 on Capterra
  • YouTube
  • LinkedIn
  • Instagram
  • Facebook
  • X (Twitter)

Product

  • PSA platform
  • Project & task management
  • Time tracking & timesheets
  • Resource & workload
  • Invoicing & billing
  • CRM & sales pipeline
  • Support & helpdesk
  • Reports & dashboards
  • AI assistant & automation
All products

Solutions

  • Software & IT services
  • Marketing & advertising
  • Consulting firms
  • Architecture & engineering
  • Accounting & finance firms
  • Staffing & recruitment
  • Solar CRM
  • Construction CRM
  • Manufacturing CRM
  • By role
  • By business case
All solutions

Resources

  • Blog
  • Tutorials
  • Academy
  • Guides & templates
  • Webinars
  • Customer stories
  • Product roadmap
  • What's new
  • Free tools
  • Community EditionNew
Help centre

Company

  • About CrmLeaf
  • Why CrmLeaf
  • Pricing
  • Partner programme
  • Become a partner
  • Professional services
  • Contact sales
  • Support
Contact us
CrmLeaf

Professional services automation for teams that sell, deliver and bill client work - CRM, projects, time, resourcing and invoicing on one database.

4.6/5 on G24.7/5 on Capterra
  • YouTube
  • LinkedIn
  • Instagram
  • Facebook
  • X (Twitter)

Product

  • PSA platform
  • Project & task management
  • Time tracking & timesheets
  • Resource & workload
  • Invoicing & billing
  • CRM & sales pipeline
  • Support & helpdesk
  • Reports & dashboards
  • AI assistant & automation
All products

Solutions

  • Software & IT services
  • Marketing & advertising
  • Consulting firms
  • Architecture & engineering
  • Accounting & finance firms
  • Staffing & recruitment
  • Solar CRM
  • Construction CRM
  • Manufacturing CRM
  • By role
  • By business case
All solutions

Resources

  • Blog
  • Tutorials
  • Academy
  • Guides & templates
  • Webinars
  • Customer stories
  • Product roadmap
  • What's new
  • Free tools
  • Community EditionNew
Help centre

Company

  • About CrmLeaf
  • Why CrmLeaf
  • Pricing
  • Partner programme
  • Become a partner
  • Professional services
  • Contact sales
  • Support
Contact us
Industries
Software & IT services·Marketing & advertising·Consulting·Accounting & finance·Architecture & engineering·Staffing & recruitment·Real estate·Construction·Manufacturing·Energy & utilities·Logistics·Retail·Healthcare·Education·Financial services·Banking·Insurance·Hospitality·Travel·Media·Automotive·Life sciences·Government·Startups·All industries →
Also in CrmLeaf
Manufacturing·Project dashboard·Project rating·Import & migration·All products →
Integrations
Gmail & Outlook·Google Calendar·Slack·Zoom·QuickBooks·DocuSign·WhatsApp·Zapier·All integrations (40+) →
Free tools
Team utilization calculator·Project profitability calculator·Unbilled hours calculator·PSA cost calculator·Resource utilization GPT·Timesheet to invoice·Expenses to invoice·Invoice generator·Proposal generator·PO generator·Sales order generator·Dispatch order generator·All free tools →
Alternatives
Kantata alternative·Scoro alternative·BigTime alternative·Productive alternative·Rocketlane alternative·HubSpot alternative·Zoho One alternative·Bonsai alternative·Replace spreadsheets·All alternatives →
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