Learn CrmLeaf PSA in under an hour
Step-by-step guides with interactive progress trackers for every PSA workflow. Each tutorial ends with a clear outcome - not just instructions.
Where do you want to start?
New to CrmLeaf PSA - start with milestone billing. Already onboarded - jump to the specific workflow you want to master.
Setting Up Project Milestones and Billing
Break a project into billable milestones, track task progress against each one, and generate an invoice the moment a milestone is complete.
Track Billable Time and Convert It to an Invoice
Log time against the right task, get it approved, and turn billable hours into an invoice without re-entering a single number.
Setting Up Resource Scheduling and Utilization Reports
Assign your team to projects and turn on Resource Utilization to see availability, capacity, and workload in real time.
Proposal to Project Workflow
Send a proposal for e-signature, move the deal to won, and get a fully staffed project created without re-entering client data.
Setting Up Multi-Currency Invoicing
Configure exchange rates, set the client's currency, apply the correct tax rate, and generate your first invoice in a non-default currency.
Giving Clients Visibility Through the Client Portal
Turn on client-facing visibility for tasks and invoices, and see exactly what your clients see in their own portal login.
Running a Weekly Timesheet Approval Workflow
Have your team submit time for the whole week at once, and approve or reject entries with a reason before anything reaches billing.
Setting Up Retainer Billing for Ongoing Clients
Set up a recurring invoice for a retainer client, schedule it to run automatically, and track hours used against the contracted amount.
New to PSA? Follow this order
Milestone Billing Setup
Structure your first project into billable milestones and generate an invoice from one.
Track Time to Invoice
Get your team logging billable time correctly, from timer to approved invoice.
Weekly Timesheet Approval
Set up the team-wide approval cadence that keeps billing accurate every week.
Resource Scheduling Setup
Turn on utilization reporting so conflicts get caught before they hit a deadline.
Retainer Billing Setup
Automate your ongoing client billing so nothing depends on someone remembering.
More resources for getting the most from CrmLeaf PSA
Use Cases
See the complete workflow mapped to your business model - IT services, consulting, agencies, and more.
ExploreBusiness Cases
ROI calculators and financial analysis - quantify the cost of your current workflow before and after CrmLeaf.
ExploreComparisons
Honest feature comparisons - CrmLeaf PSA vs. Productive, Kantata, and running separate tools.
ExploreReady to follow along?
Open the tutorial alongside your CrmLeaf account and follow each step with your own live data.