CRMLeaf

About CRMLeaf

Deep Dive with Clara AI

CRMLeaf is an all-in-one CRM and business management platform designed to help businesses manage sales, customers, HR, projects, payroll, and operations from a single centralized dashboard. Built for startups, SMBs, agencies, manufacturing companies, and enterprises, CRMLeaf simplifies business processes by combining CRM, HRMS, project management, helpdesk, workflow automation, and finance management into one scalable solution. The platform enables teams to manage leads, track customer interactions, automate follow-ups, generate invoices, monitor employee attendance, manage payroll, and collaborate on projects without relying on multiple software tools. CRMLeaf also includes AI-powered automation features that help businesses improve productivity, streamline workflows, and reduce manual operational tasks. CRMLeaf offers advanced sales pipeline management, contact organization, task tracking, reporting dashboards, employee management, ticketing systems, and workflow customization to support growing businesses. Its cloud-based infrastructure allows teams to securely access business data from anywhere while improving collaboration across departments.

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Pricing

Free Trial Available
Starts at $44.00.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

96%
Reviews

60%
Momentum

60%
Popularity

60%

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)
Individuals

API Support

Available

Modes of Support

24/7 (Live rep), Online

CRMLeaf Features

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CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

96%

Unique Features

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting outcomes based on performance and historical data.

Customization

Helps to customize the system for use in industry-specific use cases

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Standard Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Referral Tracking

Track and manage your referred customers.

CRMLeaf Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription )

MONTHLY YEARLY

Basic Unlimited $44.00 $49.00 per month

Unlimited users, 5,000 contacts

10 GB storage

Customer & lead management
Service request tracking
Sales pipeline
Quote & estimate creation
Job scheduling & calendar
Activity log & notes
Email integration
Basic reports & dashboard
Role & permissions
Mobile app for field teams
Recruitment module

Start Free Trial

Pro Unlimited $89.00 $99.00 per month

Unlimited users, 10,000 contacts

50 GB storage

Everything in Basic Unlimited, plus:

Sales order management
Field dispatch & technician scheduling
Custom service workflows & automation
Invoice & sales order management
Expense tracking
Contract management
Ticket management
Customer site & equipment history
HR module — employee directory, leave & attendance
Project tracking — tasks, boards, milestones
Document & photo uploads from the field
Slack, Google Workspace, MS Teams integration

Start Free Trial

Free Free

Free forever, 1 user

100 contacts, 500 MB storage

CRM & lead management
100 contacts
10 deals
10 proposals/estimations

Start Free Trial

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Disclaimer: The pricing details were last updated on 26/06/2025 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about CRMLeaf Pricing

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CRMLeaf Reviews

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CRMLeaf Screenshots

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CRMLeaf FAQs

What is CRMLeaf?

CRMLeaf is an all-in-one business management platform that combines CRM, sales management, project management, HRMS, payroll, customer support, and AI-powered automation in a single system.

Who can use CRMLeaf?

CRMLeaf is designed for small businesses, startups, growing companies, solar businesses, manufacturing firms, service providers, and enterprises that want to manage operations from one platform.

How does CRMLeaf help manage leads?

CRMLeaf helps businesses capture, track, assign, and nurture leads through a visual sales pipeline, automated follow-ups, reminders, and centralized customer communication.

Does CRMLeaf support sales pipeline management?

Yes. CRMLeaf includes a visual sales pipeline that helps teams monitor deal progress, identify bottlenecks, forecast revenue, and close deals faster.

Can I migrate data from Excel or another CRM?

Yes. CRMLeaf supports importing data from Excel spreadsheets, CSV files, and legacy CRM systems, making migration simple and fast.

Does CRMLeaf offer automation features?

Yes. CRMLeaf provides workflow automation, task reminders, lead follow-up automation, AI-powered assistance, and business process automation to reduce manual work.

Does CRMLeaf integrate with other business tools?

Yes. CRMLeaf supports integrations with existing business tools, email platforms, and third-party applications through integrations and APIs.

Is CRMLeaf suitable for remote and hybrid teams?

Yes. CRMLeaf provides cloud-based access, centralized data, project collaboration tools, and mobile accessibility, making it ideal for remote and hybrid work environments.

How secure is customer and business data in CRMLeaf?

CRMLeaf uses role-based access controls, centralized data management, and secure infrastructure to help businesses protect sensitive customer and operational information.

Why choose CRMLeaf over traditional CRM software?

Unlike many CRM solutions that require multiple add-ons, CRMLeaf combines CRM, HRMS, payroll, project management, customer support, and AI tools in one platform with transparent pricing and faster deployment.