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.
Solar CRM Set Up: Get CrmLeaf Ready in Under an Hour
By the end of this tutorial, your workspace is fully configured for a solar business - pipeline, projects, warehouses, team, and integrations - and ready for your first live deal.
Setting Up Your Lead & Deal Pipeline
Connect every lead source to one pipeline, and build deal stages that reflect how your team actually sells solar - including inspection and proposal as their own stages.
How to 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.
Running Site Inspections and Logging Status
Turn a site visit into a structured record attached directly to the deal - so the proposal can be built from real findings, not a technician's memory.
How to Create a Beautiful Solar Proposal
Build a client-ready proposal directly from inspection data - system design, pricing, financing options, and your branding - in one workflow, not a separate document editor.
How to Create a Solar BOQ and Proposal in Under 30 Minutes
This tutorial walks you through generating a complete Bill of Quantities from your product catalogue, routing it through internal approval, and sending a branded client proposal - all within CrmLeaf. No Excel, no copy-paste.
How to Manage a Solar Project From Lead to Commissioning
A complete step-by-step walkthrough of the solar project lifecycle in CrmLeaf - from capturing the first lead to final commissioning sign-off. Follow each step and your first project will be running in under 30 minutes.
Managing Projects, Milestones & Task Dependencies
Structure a won deal into a real delivery plan - milestones, tasks, and dependencies that roll up into one progress number, without a status meeting.
How to Set Up Solar Project Milestones and Task Assignments
This tutorial shows you how to structure a solar project into trackable milestones, create tasks within each milestone, assign crew and track live progress - so you always know exactly where every project stands.
Creating BOQ and Triggering Material Requisitions
Build a Bill of Quantities at the task level and send it straight to the warehouse - without a phone call or a separate spreadsheet.
Converting BOQ to Invoice (BOM + Add-on Services)
Turn a completed milestone's BOQ directly into a client invoice - as a Bill of Materials, plus any additional services - without re-keying a single line item.
How to Set Up Milestone-Based Invoicing for Solar Projects
This tutorial walks you through configuring a payment schedule on a solar project, assigning billing amounts to each milestone, and tracking payments so every invoice fires automatically when a milestone is completed - with zero manual triggers.
Setting Up Inventory & Multi-Warehouse Stock
Track stock across every warehouse location, with quantities that update automatically as material moves to a job - no physical count required to trust the number.
How to Manage Vendor POs and Payments for Solar Procurement
This tutorial covers the full solar procurement cycle in CrmLeaf - from setting up your vendor database to raising purchase orders linked to project BOQs, tracking deliveries and recording vendor payments.
Configuring Field Attendance & Geo-Tracking
Get every technician checking in from their phone, with location verified automatically - so billable hours are accurate without a single phone call at the end of the day.
How to Use Files Inside Deals
Attach contracts, site photos, and proposals directly to the deal they belong to - so nothing lives in a separate folder no one else can find.
Setting Up the Ticket Module for Customer Support
Turn client emails and calls into trackable, assignable Tickets linked to the right Client and Project - so nothing gets handled over text with no record.
Data Migration Guide: Move Your Data Into CrmLeaf
A safe, phased plan for bringing your leads, deals, clients, and active projects into CrmLeaf - without losing history or freezing your pipeline mid-quarter.
How to Consolidate Multiple Tools Into a Single Solar CRM
The practical, phase-by-phase walkthrough for replacing your CRM, spreadsheets, e-signature tool, and accounting software with one connected system.
How to Switch From HubSpot to CrmLeaf
Move your contacts, companies, and deals over, then pick up everything HubSpot doesn't cover once a deal is won - inspection, BOQ, milestones, and inventory.
How to Switch From Spreadsheets to CrmLeaf
Move your leads, BOQs, and inventory tracking out of spreadsheets and into one connected system - without losing a single active job in the process.
New to CrmLeaf? Follow this order
Getting Started
Set up your account, invite your team and configure your product catalogue.
Lead & Deal Pipeline Setup
Connect every lead source to one pipeline and build deal stages that match how you sell.
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 five tutorials - typically under 2 hours 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.
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Open the tutorial alongside your CrmLeaf account and follow each step with your own live data.
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