Expert help to get you live, fast, and confident
Our Professional Services team handles your implementation, data migration, custom configuration and team training, so you skip the trial-and-error. Pick one service from the catalogue or combine them into a full rollout.
- Go live 3× faster
- No commitment required
- Scoped to your exact needs
Service catalogue
6 services- 01Implementation & OnboardingFrom contract to go-live in days, not months
- 02Integration ServicesConnect everything. Break nothing.
- 03Configuration & CustomisationBuilt exactly the way you need it
- 04Industry Rollout ProgrammesStructured go-live for your vertical
- 05Training & EnablementAdoption that actually sticks
- 06Priority Support & SLAA partner, not just a support ticket
The catalogue
Every service your team needs to succeed
From first login to full adoption, CrmLeaf Professional Services covers every stage of your journey. Each service builds on the same onboarding phases.
- 01 · Core serviceImplementation & OnboardingFrom contract to go-live in days, not monthsConsultants configure CrmLeaf to match your workflows (modules, billing rules, approval chains, notifications and user roles), migrate your data and see you through go-live.Implementation & onboardingData migrationConsulting & workflow assessmentSee what is included
- 02Integration ServicesConnect everything. Break nothing.QuickBooks, Tally, biometric devices and custom APIs, set up for you when a self-serve connection is not enough.Explore service
- 03Configuration & CustomisationBuilt exactly the way you need itCustom fields, approval workflows, and invoice, proposal and contract templates configured to match how your firm works.Explore service
- 04Industry Rollout ProgrammesStructured go-live for your verticalA structured go-live for solar installers, construction firms and other teams with a vertical-specific process.Explore service
- 05Training & EnablementAdoption that actually sticksRole-based sessions so sales, delivery, finance and admin teams each learn the CrmLeaf workflow that is actually theirs.Explore service
- 06Priority Support & SLAA partner, not just a support ticketA named contact who knows your account, and response commitments you can plan around.Explore service
01 · Implementation & Onboarding
What a guided implementation covers
Implementation consultants configure CrmLeaf to match your exact workflows, so your team inherits a system that works the way they work.
Implementation & onboarding
A system that works the way your team works
- Discovery call to map your current workflows
- Module configuration & custom field setup
- User role & permission structure (RBAC)
- SLA rules, escalation, and notification setup
- Go-live checklist and sign-off
Data migration
Zero data loss. Zero DIY stress.
- Source system analysis & field-level data mapping
- Migration from Zoho CRM, KEKA, HubSpot, Salesforce & 15+ tools
- HR data migration: employee records, leave history, payroll data
- Spreadsheet & CSV bulk import with de-duplication
- Pre-migration dry run + post-migration reconciliation report
Consulting & workflow assessment
Optimise before you configure
- End-to-end process mapping of your current workflows
- Milestone & phase-gate project structure design
- Gantt timeline planning and resource allocation modelling
- Billing model design: milestone, time & material, fixed-fee
- Approval chain and escalation framework design
- Written workflow blueprint delivered before configuration begins
The onboarding journey
What happens after you sign up
A clear, accountable process, so there are no surprises and you know exactly what is happening at every stage. Every service in the catalogue hangs off these phases.
- Week 1
Discover & Configure
A 90-minute discovery call, a Statement of Work within 2 business days, then configuration in a staging environment you review before go-live.
This service - Week 2
Migrate & Integrate
Data is extracted, cleaned and dry-run migrated for your review, then loaded with a full reconciliation report.
- Week 3
Train & Test
Live, role-specific sessions for admins, project managers, billing teams and end users, on your configured data and recorded for async viewing.
- Week 4
Go Live & Hypercare
Live support on go-live day, then a dedicated Slack channel that stays active for 30 days post-launch.
- Ongoing
Support & Optimise
At 90 days, a review of usage, adoption and ROI indicators, with a recommended next layer of optimisation.
Typical milestones
- Discovery & scoping callDay 1-2
- Configuration & setupDays 3-7
- Data migrationDays 5-10
- Team trainingDays 8-12
- Go-live & hypercareDay 14-21
- Quarterly business reviewDay 90
Your team
Real experts, not a ticketing queue
Every engagement is led by a named consultant who stays with you through go-live.
- IC
Implementation Consultant
Your platform configuration lead
Configures your environment to match your exact billing, project and client management process, with expertise in professional services workflows.
- ME
Migration Engineer
Your data specialist
Handles source system extraction, data cleaning and CrmLeaf import, including migrations from Zoho CRM, KEKA, HubSpot and Salesforce.
- TS
Training Specialist
Your adoption champion
Runs role-based sessions on your configured instance with your real workflows, not a generic demo environment.
- IE
Integration Engineer
Your connectivity expert
Works with CrmLeaf's REST API, webhooks and native connectors, and builds, tests and documents every integration, from QuickBooks sync to custom ERP connections.
- PM
Project Manager
Your single point of contact
Enterprise implementations get a dedicated PM who coordinates all workstreams, manages timelines, runs status calls and escalates any blockers immediately.
- CS
Customer Success Manager
Your long-term partner
Post-launch, your CSM monitors usage health, runs QBRs and proactively recommends optimisations.
Outcomes
What customers see after a guided implementation
Compared to self-serve customers who skip Professional Services.
3×
Faster time to full adoption
Teams who go through guided implementation reach 90%+ platform utilization in 3 weeks vs. 9+ weeks for self-serve customers.
62%
Higher billable hour capture in month one
Because time tracking and invoice workflows are correctly configured from day one: no gaps, no missed entries, no billing errors.
0
Average data issues post-migration
The pre-migration validation and dry-run process catches discrepancies before they hit production.
Add-on services
Add-on services available anytime
Not part of a package? These can be added at any time, even years after your initial implementation.
- Custom Report TemplatesBespoke profitability, utilization, and revenue reports built to your specifications.
- AI Workflow DesignCustom automation rules: invoice triggers, escalation logic, and smart routing.
- Client Portal BrandingWhite-label setup for your client portal: custom domain, logo, colours, and email templates.
- Additional MigrationMigrate another source system, add historical data, or re-migrate after a cleanup.
- Refresher TrainingOnboard new hires or re-train your team after a major product update or workflow change.
- Configuration AuditA senior consultant reviews your current setup and delivers a written optimisation plan.
- Custom API IntegrationOne-off integration development for ERP, HR, or proprietary systems not covered by native connectors.
- Retained Advisory HoursA monthly block of advisory hours for configuration support, new module rollouts, or expansion projects.
FAQ
Questions about Professional Services
Many small teams (under 10 people) successfully self-configure CrmLeaf using our documentation and onboarding wizard. Professional Services is recommended if you have complex billing rules, data to migrate from another system, multiple integrations, or a team of 15+ users where incorrect setup early on creates rework later.
Ready to go live the right way?
Book a free 30-minute consultation. We'll assess your needs and tell you exactly which package fits, with no pressure and no obligation.