CrmLeaf works for every professional services business model
Whether you're a five-person consultancy or a multi-branch IT services firm - every professional services business model has a workflow. Here's how CrmLeaf PSA fits each one.
Find your business model
Click any use case to see the exact workflow, pain points, and modules relevant to your business.
IT & Managed Services
Bill time-and-materials, retainer, and SLA support contracts from one platform, with real-time utilization across every consultant.
Read the storyConsulting & Advisory Firms
Generate proposals fast, track real margin against fee estimates, and see consultant capacity across every engagement.
Read the storyMarketing & Creative Agencies
Track retainer hours against contracted limits, catch scope creep early, and bill clients accurately every cycle.
Read the storyAudit, Tax & Accounting Firms
Tie engagement milestones to filing deadlines, bill fixed-fee and advisory work together, and keep a full audit trail.
Read the storyLegal Firms
Capture every billable hour per matter, across hourly, contingency, and retainer billing, with a defensible audit trail.
Read the storyStaffing & Recruitment Agencies
Track contractor timesheets across client sites and see margin per placement - bill rate vs. pay rate - in real time.
Read the storyArchitecture & Engineering Firms
Bill by project phase - schematic through construction administration - and staff across disciplines without conflicts.
Read the storyProfessional Services Operations Manager
See utilization, delivery status, and margin across every active engagement - without chasing five project managers.
Read the storyBilling & Finance Manager (Services)
Turn approved timesheets into invoices automatically, and close the books in days instead of weeks.
Read the storyEngagement & Delivery Manager
Know which engagements need attention before your client does - milestone status, budget, and capacity in one view.
Read the storyMost services firms span two use cases
A consulting firm also runs an internal ops function. An IT services firm also does staffing on the side. CrmLeaf adapts to your actual workflow - not a rigid category.
Start with your primary model
Read the industry page that matches your main revenue stream - it covers the most relevant billing model, workflow, and modules.
Mix modules as needed
Every CrmLeaf PSA plan includes all modules. Use milestone billing for consulting work and retainer billing for agency clients - simultaneously.
Book a use-case demo
Not sure how CrmLeaf fits your specific mix of services? Book a 30-minute demo and show us your workflow - we'll map it to the platform.
Resources for every stage of evaluation
Business Cases
ROI calculators and financial analysis - quantify the cost of your current workflow and the value of switching to PSA software.
Tutorials
Step-by-step guides to every CrmLeaf PSA workflow - from milestone billing to retainer setup.
Comparisons
Honest feature comparisons - CrmLeaf PSA vs. Productive, Kantata, and running separate tools.
Find your use case. Start your free trial today.
14 days free - full PSA workflow. No credit card. Free onboarding session included.