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CRMLeaf Evaluation Snapshot
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Product Overview
CRMLeaf Overview
Product description, media, company details, support, training, deployment, customer size, languages, and industries.
Support
Training
Licensing & Deployment
Typical Customers
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Category-Based Capabilities
CRMLeaf Features
Each category combines the selected software category, its category-specific description, and the features assigned to that category.
Human Resources Software 13 selected features Open category ↗ ⌄
CRMLeaf Human Resource Software helps businesses streamline employee management and HR operations through a centralized and user-friendly platform. Organizations can manage employee records, attendance, leave requests, recruitment processes, onboarding activities, payroll-related information, and performance tracking from a single dashboard. HR teams gain better visibility into workforce data while reducing manual administrative tasks. The platform improves employee engagement, simplifies compliance management, enhances internal communication, and supports efficient workforce planning. By centralizing HR functions, CRMLeaf enables businesses to create a more productive work environment while saving time and improving operational efficiency.
Applicant Tracking
Employee Management
Recruitment Management
Employee Profiles
Benefits Management
Time & Attendance
Reporting/Analytics
Employee Onboarding
Payroll Management
Sick Leave Tracking
Vacation/Leave Tracking
Document Management
Attendance Tracking
Project Management Software 7 selected features Open category ↗ ⌄
CRMLeaf Project Management Software enables businesses to plan, execute, and monitor projects with greater efficiency and control. Teams can create projects, assign tasks, set deadlines, track milestones, manage resources, and collaborate in real time through a unified workspace. Project managers gain complete visibility into project progress, team workloads, and performance metrics, helping them make informed decisions. The platform reduces communication gaps, improves accountability, and ensures projects remain on schedule. Whether managing internal initiatives or client projects, CRMLeaf helps organizations increase productivity, streamline workflows, and deliver successful outcomes while maintaining transparency across teams and stakeholders.
Milestone Tracking
Time & Expense Tracking
Alerts/Notifications
Project Planning
Project Scheduling
Resource Management
Document Management
Contact Management Software 6 selected features Open category ↗ ⌄
CRMLeaf Contact Management Software provides businesses with a centralized system for storing, organizing, and managing customer and prospect information. Teams can maintain detailed contact profiles, track communication history, record interactions, manage notes, and monitor customer activities from a single dashboard. Easy access to accurate customer information improves communication, strengthens relationships, and supports personalized engagement strategies. The platform helps sales, marketing, and support teams collaborate more effectively while ensuring data consistency across departments. By centralizing customer information, CRMLeaf enables businesses to improve customer experiences, increase retention, and build stronger long-term business relationships.
Pipeline Management
Social Media Integration
CRM
Contact Management
Lead Management
Sales Pipeline Management
Lead Management Software 6 selected features Open category ↗ ⌄
CRMLeaf Lead Management Software helps businesses capture, organize, track, and convert leads more effectively throughout the sales cycle. The platform provides complete visibility into lead sources, activities, engagement history, and pipeline stages, enabling sales teams to prioritize opportunities and improve conversion rates. Automated workflows simplify lead assignment, follow-ups, and nurturing processes while reducing manual effort. Managers can monitor team performance, analyze sales activities, and identify growth opportunities through detailed reporting. CRMLeaf empowers businesses to build a structured sales process, improve lead qualification, accelerate deal closures, and drive consistent revenue growth through better lead management practices.
Pipeline Management
Sales Forecasting
Lead Segmentation
CRM
Lead Capture
Contact Management
CRM Software 29 selected features Open category ↗ ⌄
CRMLeaf is a powerful all-in-one CRM software designed to help businesses manage customer relationships, sales activities, projects, support operations, and team collaboration from a centralized platform. The system enables organizations to capture leads, track customer interactions, manage sales pipelines, automate workflows, and improve communication across departments. By consolidating multiple business functions into a single solution, CRMLeaf reduces operational complexity and software costs. Businesses gain greater visibility into customer data, improve productivity, strengthen customer engagement, and make informed decisions through real-time reporting and analytics. CRMLeaf helps organizations streamline processes, increase efficiency, and drive sustainable business growth.
Referral Tracking
Mobile Access
Lead Qualification
Contact Database
Sales Pipeline Management
Territory Management
Quotes/Estimates
Customizable Fields
Calendar/Reminder System
Marketing Automation
Task Management
Interaction Tracking
Social Media Integration
Pipeline Management
Lead Capture
Forecasting
Contact Management
Email Management
Lead Generation
Workflow Management
Activity Dashboard
Internal Chat Integration
Segmentation
Alerts/Notifications
Document Storage
Lead Management
Reporting/Analytics
Data Import/Export
AI/Machine Learning
Connected Applications
CRMLeaf Integrations
Integration information is displayed only when approved integration products are available on the profile.
Facebook Business Suite
Zoom
Calendly
Slack
Zapier
Fireflies
Invoice Tally
Pricing Information
CRMLeaf Pricing
Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.
Basic Unlimited
$49
Per Month
Pro Unlimited
$99
Per Month
Premium Unlimited
$332
Per Month
Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.
Frequently Asked Questions
CRMLeaf FAQs
Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.
CRMLeaf is a unified business management platform that brings CRM, Sales Automation, Project Management, HRMS, Payroll, Finance, Helpdesk, and AI-powered business operations into a single cloud-based solution. Designed for growing businesses, service companies, manufacturers, and solar enterprises, CRMLeaf helps teams eliminate disconnected software, automate workflows, and manage their entire business from one centralized platform.
With CRMLeaf, organizations can streamline customer acquisition, project delivery, employee management, financial operations, and customer support while gaining real-time visibility across every department.
Key Capabilities:
- CRM & Sales Automation – Capture, nurture, and convert leads faster with pipeline management, automated follow-ups, contact management, quotation generation, and sales forecasting.
- Solar CRM – A purpose-built solution for solar installers, EPC companies, and renewable energy businesses to manage the complete solar lifecycle, from lead generation and site surveys to proposals, installations, and after-sales service.
- Project Management – Plan projects, assign tasks, track milestones, manage resources, monitor timelines, and collaborate across teams using a unified workspace.
- HRMS & Payroll – Simplify recruitment, onboarding, attendance tracking, leave management, payroll processing, performance reviews, and employee lifecycle management.
- Finance & Billing – Generate quotations, invoices, purchase orders, track expenses, manage vendor payments, monitor budgets, and maintain financial visibility.
- Helpdesk & Ticket Management – Deliver exceptional customer support with ticket tracking, service requests, automated workflows, and SLA management.
- AI-Powered Productivity – Leverage built-in AI tools to automate repetitive tasks, generate content, summarize activities, improve response times, and enhance team productivity.
- Reporting & Analytics – Access real-time dashboards and business intelligence reports covering sales performance, project progress, financial health, workforce productivity, and operational efficiency.
Built for Solar Companies
CRMLeaf's Solar CRM is specifically designed for solar businesses, EPC contractors, installers, and distributors. It enables companies to manage the complete customer journey while improving operational efficiency and project visibility.
Solar CRM Features:
- Lead and opportunity management
- Rooftop assessment and mapping
- Site survey scheduling
- Proposal and quotation automation
- Installation workflow management
- Project execution tracking
- Service and AMC management
- Team collaboration and field operations support
Mobile-First Business Management
CRMLeaf offers Android and iOS applications that empower field teams, sales representatives, project managers, and executives to stay connected and productive from anywhere. Users can manage leads, update projects, approve requests, track attendance, and monitor business performance on the go.
Why Businesses Choose CRMLeaf
- Unified CRM, HRMS, Finance, Payroll, Projects, and Support
- Industry-specific solutions, including Solar CRM
- AI-powered automation and productivity tools
- Faster implementation with minimal learning curve
- Custom workflows, roles, and permissions
- Real-time reporting and analytics
- Scalable platform for startups, SMEs, and growing enterprises
- Mobile apps for field and remote teams
CRMLeaf helps businesses replace multiple disconnected applications with one integrated platform, enabling smarter sales processes, streamlined operations, improved collaboration, and sustainable business growth.
- No, CRMLeaf does not offer a free version.
- Yes, CRMLeaf offers a free trial.
- No, Credit Card details are not required for the CRMLeaf trial.
-
CRMLeaf offers the following pricing plans & packages:
Basic Unlimited
$49 Per Month
Pro Unlimited
$99 Per Month
Premium Unlimited
$332 Per Month
-
CRMLeaf supports the following payment frequencies:
- Annual Subscription , Monthly Subscription
- No, CRMLeaf does not offer an API.
-
CRMLeaf can be integrated with the following applications:
- Calendly , Slack , Zoom , Zapier , Fireflies , Invoice Tally , Facebook Business Suite
-
CRMLeaf offers support with the following options:
- 24x7 Support , Email , Phone , Chat , Knowledge Base , FAQs/Forum
-
CRMLeaf offers training with the following options:
- Live Online , Webinar , Documentation , Videos
-
CRMLeaf supports the following languages:
- Chinese , English , French , German , Italian , Japanese , Korean , Portuguese , Russian , Spanish
-
Following are the typical users of the CRMLeaf:
- Small-Business , Midsize-Business , Large-Enterprise-Business
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CRMLeaf supports the following deployment:
- Cloud Hosted
-
CRMLeaf supports the following devices and operating systems:
- Web-Based , iPhone , Android , Windows , Mac , Linux
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