Run your firm, anywhere
without the compliance chaos
The PSA platform with a full CRM, project delivery, resourcing, and billing built in - plus native multi-region tax compliance, RTL/Arabic billing, and multi-currency invoicing most competitors bolt on as an afterthought. For audit, legal, staffing, and consulting firms operating across 40+ countries.
Professional firms worldwide are running enterprise services on tools built for someone else
Rocketlane, Kantata, and Certinia were built for Silicon Valley delivery teams - not for multi-region tax compliance, not for RTL/Arabic billing, not for the local labour law and payroll rules your firm actually operates under.
Multi-region tax compliance done manually
E-invoicing and VAT/GST rules differ by country - ZATCA Phase 2 in Saudi Arabia, FTA in the UAE, GST in India, VAT in the EU. Most firms handle this in Excel or outsource it. Every invoice cycle carries compliance risk and a real time cost.
Billable hours lost in WhatsApp threads
Consultants log hours in group chats or personal notebooks. Monthly billing reviews take three days and still miss 15–20% of actual work delivered.
No visibility into which clients are profitable
Partners know revenue, not margin. Projects run over budget because no one tracks utilisation against the original fee estimate in real time.
Proposals rebuilt from scratch every time
Senior staff spend 4–6 hours per proposal recreating scope, fees, and terms. Clients in different regions expect proposals in their own language and currency - doubled effort every time.
Resource conflicts discovered in Monday meetings
Two partners commit the same senior consultant to overlapping projects. The conflict surfaces in the stand-up, not the week before the pitch.
CRM, projects, and billing in three separate tools
Salesforce for leads. A project tool for delivery. QuickBooks for invoicing. No live connection between the three - only manual data re-entry bridging the gaps.
Margin surprises show up at month-end, not mid-engagement
Time, expenses, and invoices live in different systems, so nobody sees real margin until the books close. By the time a losing engagement is visible, the quarter that mattered is already gone.
Compliance rules reset with every new country you enter
Expand from the UAE into Saudi Arabia, or from India into the UK, and the tax, invoicing, and payroll rules change completely. Most platforms make you configure each region by hand, or hire a local consultant.
Arabic invoicing, ZATCA e-invoicing, and UAE VAT - all built in. Not bolted on.
Most PSA tools treat GCC compliance as a localisation task. CRMLeaf PSA treats it as a core feature. Every invoice generated meets the requirements of the Saudi Zakat, Tax and Customs Authority (ZATCA) and the UAE Federal Tax Authority (FTA) - out of the box, with zero configuration from your finance team.
- ZATCA Phase 2 e-invoicing - UBL 2.1 XML, cryptographic stamp, QR code generation
- UAE FTA 5% VAT auto-calculation with tax group registration support
- Arabic–English bilingual invoices with a single per-client toggle
- Saudi 15% VAT and Zakat-compliant reporting for KSA operations
- Immutable audit trail on every document - timestamped, court-admissible
Know who is available, at what cost, and how it affects your margin - before you commit.
Resource conflicts don't happen in the project. They happen in the proposal. CRMLeaf PSA shows you live utilisation, capacity gaps, and cost impact the moment you start planning a new engagement - so you pitch what you can actually deliver.
- Live utilisation dashboard per consultant, practice group, and service line
- Forward capacity view at 30, 60, and 90 days across all active engagements
- Real vs. planned margin comparison - updated every time a timesheet is approved
- Automated conflict detection before any resource commitment is confirmed
- GCC labour law leave entitlements (UAE, KSA, Qatar) pre-loaded for accurate planning
From the first lead to the final invoice - one platform, zero data re-entry.
Rocketlane starts at project kickoff. Kantata starts at resource planning. CRMLeaf PSA starts at the lead - and doesn't stop until the invoice is paid and the compliance report is filed. One platform for the entire engagement lifecycle.
- Built-in CRM with lead scoring, pipeline stages, and Arabic/English proposal generation
- Contracts and e-signatures flow directly into project creation - no re-entry
- Time entries auto-populate billing runs - no manual timesheet collection at month-end
- Milestone-based, T&M, and retainer billing with automatic invoice scheduling
- Client portal: shared documents, milestone approvals, project status - bilingual
Every module your firm needs - fully connected
Eight purpose-built modules sharing a single data layer, with native multi-region compliance built in - not bolted on. When a lead becomes a project, nothing needs to be re-entered.
Project & Milestone Management
Track every engagement from kickoff to sign-off. Milestone billing triggers invoices automatically when stages are marked complete by the project lead.
Resource & Staff Scheduling
Assign consultants, lawyers, and auditors to projects with live utilisation visibility and forward capacity planning. Conflict detection runs before any commitment is confirmed.
Time Tracking & Timesheets
One-click time entry from any project screen. Timesheets auto-route to manager approval and feed directly into the billing run - no export required.
Client Billing & Invoicing
Fixed-fee, T&M, retainer, and milestone billing - with ZATCA-compliant e-invoicing, other regional formats, multi-currency support, and Arabic/English bilingual output at the click of a button.
Client Portal
A branded portal where clients review documents, approve milestones, and track project status - in Arabic or English, on any device.
Contracts & Proposals
Template-driven proposals in Arabic and English. E-signature via built-in signing flow. Signed contracts auto-create projects - zero re-entry.
Compliance & Audit Trails
Immutable audit logs on every document action. ZATCA, FTA, and QFC compliance built in, alongside GDPR and SOC 2 controls for global operations. Regulator-ready reporting generated in one click.
Lead & Pipeline CRM
Manage opportunities from first contact to signed engagement. The only PSA platform with a full CRM built in - not integrated via a third-party connector.
Built for every market you operate in - not translated for it
Each market has its own tax regime, regulatory body, and operational norms. CRMLeaf PSA handles them natively across 40+ countries - no manual configuration, no compliance consulting required.
Works with the tools your firm already runs
Native two-way sync with the calendar, communication, e-signature, and accounting tools your team depends on every day - plus 5,000+ more apps via Zapier. No middleware, no manual re-entry.
Questions firms ask before switching
Run your firm the way it
should have been from day one
Multi-region compliant. RTL and Arabic-ready. CRM-included. Start your 14-day free trial and see why audit, legal, staffing, and consulting firms in 40+ countries are switching from generic PSA platforms.