How SME owners run the whole business without switching tools
You're the founder, the sales rep, the project reviewer and the person who notices an invoice never went out - all in the same afternoon. CrmLeaf puts CRM, projects, invoicing and HR on one login instead of five subscriptions.
A day in CrmLeaf
- 1
Lead comes in
Web form or manual entry creates a lead and a deal together.
- 2
Deal moves
Kanban board shows every deal's stage at a glance.
- 3
Estimate sent
Client e-signs; acceptance auto-converts to an invoice.
- 4
Project starts
A won deal becomes a project with tasks and a team.
- 5
Time & expenses logged
Timesheets and expenses roll into billing.
- 6
Team clocks in
Mobile app captures attendance with GPS/face verification.
- 7
Invoice paid
9+ payment gateways; auto-add billable time to recurring invoices.
- 8
You check the dashboard
One tabbed view: sales, project, HR, finance.
What actually changes
Five tools, one business
CRM + invoicing + project tool + HR spreadsheet + a shared inbox - CrmLeaf replaces the set with one login and one client record.
No single view of how the business is doing
Advanced analytics dashboards cover Overview, Project, Client, HR, Ticket and Finance in tabs, with KPI drill-through.
Payroll and attendance are manual
Attendance (face+GPS from mobile), leave and salary processing are part of the platform, not a separate spreadsheet.
You don't know which projects actually made money
Project reports show cost summaries; project budgeting (add-on) adds budget-vs-actual tracking.
Granting a new hire access takes an afternoon
User Management is one people list - grant login, assign a role, and ownership-scoped permissions decide what they see.
Following up on a stalled deal depends on someone remembering
The follow-up engine surfaces overdue, open and won deals on the CRM dashboard automatically.
Common questions from SME business owners
See it configured for SME business owners
Bring your own pipeline, project or invoice and we'll show it running in CrmLeaf during a 30-minute demo.
Free 15-day trial · Free onboarding · Free data migration · Cancel anytime