Can we set up recurring invoices for retainer clients automatically?

Yes. Recurring invoicing is built into the same billing engine as one-off invoices and estimates, alongside EMI/installment plans and credit notes.

Is CRMLeaf priced per user, and are add-on modules extra?

CRMLeaf is priced per user, with core CRM, projects, invoicing and administration included; several industry-specific modules (like verticals, procurement and payroll) are paid add-ons - confirm which apply to your plan.

Can we migrate our existing client list into CRMLeaf?

Yes. Leads and contacts import from a CSV file, and a project's task list can be brought in from an Excel-based template rather than rebuilt by hand.

Do we need a developer to configure CRMLeaf for our workflow?

No. Pipelines, stages, custom fields and project templates are all configurable inside the app, without code.

Solutions

CRM software for accounting firms

An accounting firm juggles client engagements, statutory deadlines and recurring billing at the same time. CRMLeaf keeps the client relationship, the engagement, and the invoice on one record instead of three disconnected tools.

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Where it fits

What changes for accounting firms

Recurring engagements are re-invoiced by hand every cycle

Recurring invoicing, EMI/installment plans and credit notes are built into the same billing engine as one-off invoices.

Engagement scope and client sign-off aren't tied together

Contracts carry dual e-signature from both client and firm, with renewals tracked so an expiring engagement isn't missed.

Time against a client isn't visible to the partner

Financial reports and time/utilization reports sit on the same advanced analytics dashboard.

Modules used

The parts of CRMLeaf this runs on

Invoicing & Billing

Recurring, EMI & credit notes

Contract Management

Dual e-signature & renewals

Financial Reports

Invoice, payment & margin views

Client Portal

Client-facing invoices

FAQ

Common questions from accounting firms

CRM & Sales

See the module hub

Alternative Pages

Compare CRMLeaf to your current tool

Pricing

See plans & per-user pricing

Resources

Guides, tools & templates

See CRMLeaf built for accounting firms

Bring your own pipeline and project structure to a 30-minute demo - we'll show it configured for how you actually work.