Learn CrmLeaf one workflow at a time
Step-by-step guides by product. Each collection has end-to-end walkthroughs for account setup, daily workflows and advanced configuration.
Pick the product you want to learn
Each tutorial collection has its own end-to-end walkthroughs - account setup, daily workflows and advanced configuration.
PSA Software Tutorials
Thirteen step-by-step guides for CrmLeaf PSA - milestone billing, time tracking to invoice, resource scheduling, proposal-to-project workflow, multi-currency invoicing, client portal approvals, weekly timesheet approvals, retainer billing, MSP service desks, IT helpdesks, expense approvals, ticket-release pipelines and agency invoicing.
Solar CRM Tutorials
Eight step-by-step guides for the CrmLeaf solar CRM workflow - getting started, lead pipeline, BOQ and proposal, project milestones, inventory, milestone invoicing and vendor procurement.
Integration Tutorials
Connect CrmLeaf to your favourite tools - email, WhatsApp, Zapier, Slack, calendars and more - with step-by-step setup and sync guides.
Marketing CRM Tutorials
Campaign setup, lead capture forms, attribution and content-to-pipeline workflows - step-by-step guides for marketing teams.
Manufacturing Tutorials
Order intake, production scheduling, inventory and customer record management - tutorials for manufacturing operators.
More resources for getting the most from CrmLeaf
Use Cases
See the complete workflow mapped to your business model - EPC contractor, solar dealer, residential installer and more.
Business Cases
ROI calculators and financial analysis - quantify the cost of your current workflow before and after CrmLeaf.
Comparisons
Honest feature comparisons - CrmLeaf vs JobNimbus, Salesforce, HubSpot and spreadsheets.
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Open the tutorial alongside your CrmLeaf account and follow each step with your own live data.
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