Solutions
CRM software built for IT services companies
IT services firms sell projects, not products - a deal has to carry its scope, its rate card and its delivery team from the first call to the final invoice, or margin quietly leaks between departments.
- Free trial
- No credit card
- Free onboarding
Where it fits
What changes for IT services companies
1
Scope and rate get lost between sales and delivery
A deal's agreed scope and rates live on the same record that becomes the project, so delivery bills what sales actually promised.
2
Timesheets and invoices are two separate systems
Time tracked against a project rolls straight into billable invoicing, with milestone and time-and-materials billing both supported.
3
Utilization is a guess, not a number
Advanced analytics dashboards show project, client and finance views with KPI drill-through, so utilization is a report, not a hallway conversation.
Modules used
The parts of CRMLeaf this runs on
Common questions from IT services companies
See CRMLeaf built for IT services companies
Bring your own pipeline and project structure to a 30-minute demo - we'll show it configured for how you actually work.
Free trialNo credit cardFree onboarding