Learn CrmLeaf in under 30 minutes
Step-by-step guides with interactive progress trackers for every CrmLeaf workflow. Each tutorial ends with a clear outcome - not just instructions.
Where do you want to start?
New to CrmLeaf - start with Getting Started. Already onboarded - jump to the specific workflow you want to master.
Getting started with CrmLeaf in 30 minutes
Complete onboarding guide - account setup, invite your team, configure pipeline stages, set up your product catalogue and run your first deal end to end.
Lead to commissioning - complete workflow
The full solar project lifecycle in CrmLeaf - from capturing the first lead to final commissioning sign-off. The most comprehensive tutorial in the library.
Create a solar BOQ and proposal in 30 minutes
Set up your product catalogue, auto-generate a BOQ from system size, route for internal approval and send a branded proposal with e-signature.
Set up project milestones and crew assignments
Structure a solar project into trackable phases - milestones with tasks, crew assignments, dependency rules and billing triggers configured in under 15 minutes.
Manage solar inventory across multiple warehouses
Set up warehouses, add products with thresholds, reserve stock from BOQs, raise POs for shortfalls and track material consumption per project.
Set up milestone-based invoicing
Configure payment schedules, link billing amounts to project milestones and set up automatic invoice creation on milestone completion - zero manual triggers.
Track solar leads and manage your deal pipeline
Configure pipeline stages, capture leads from all sources, assign agents, set follow-up tasks and track close rate by stage, agent and lead source.
Manage vendor POs and payments
Build your vendor database, send RFQs, raise BOQ-linked purchase orders, track deliveries, record vendor payments and manage credit notes.
New to CrmLeaf? Follow this order
Getting Started
Set up your account, invite your team and configure your product catalogue.
Lead Pipeline
Configure your sales pipeline stages and capture your first leads.
BOQ & Proposal
Generate your first BOQ and send a branded proposal with e-signature.
Lead to Commissioning
Run your first project end to end - from lead to commissioning sign-off.
After these four tutorials - typically under 75 minutes total - you will be fully operational on CrmLeaf.
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.
Ready to follow along?
Start your free trial.
Open the tutorial alongside your CrmLeaf account and follow each step with your own live data.
Free 14-day trial · No credit card · Free onboarding session included