Custom fields & forms
Capture the specific data your team needs on leads, projects and clients.
Configuration & Customisation
Fields, workflows and templates built to your process
Our team, not just our software. Custom fields, approval workflows, and invoice and proposal templates, configured to match how your firm actually works, scoped, quoted and delivered by the people who build the product.
What gets configured
Built to your process, not a generic default
Workflows & approvals
Approval chains and status transitions matched to how your firm signs off work.
Templates
Invoice, proposal and contract templates in your branding and structure.
Configure it yourself
You can configure most of this yourself as an Administrator.
Have our team do it
This service is for when you want CrmLeaf's own team to do it for you, scoped and delivered as part of onboarding or afterward.
- Part of onboarding, or any time after
- Scoped and quoted for your process
- Delivered by the people who build the product
How it fits onboarding
Configuration comes first
Everything after week 1 runs on a setup built for your process.
- Week 1
Discover & Configure
Custom fields, workflows and templates are set up to match your process.
This service - Week 2
Migrate & Integrate
Data is migrated into the configured structure.
- Week 3
Train & Test
The team tests the configured setup before go-live.
- Week 4
Go Live & Hypercare
You go live on a setup built for your process, not a generic default.
FAQ
Frequently asked questions
You can configure most of this yourself as an Administrator. This service is for when you want CrmLeaf's own team to do it for you, scoped and delivered as part of onboarding or afterward.
Professional Services
Our team, not just our software
Get your setup configured to your process
Talk to the services team about custom fields, workflows and templates.