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What is CrmLeaf?

CrmLeaf is an AI-powered CRM and ERP-style business platform that brings sales, support, project management, HR, payroll, and operations together in one connected system. It is designed for growing teams that want to replace fragmented tools with a simpler platform for managing customer relationships and business workflows. CrmLeaf helps users track leads in visual pipelines, automate follow-ups, assign sales activities, manage customer service, run projects, handle HR processes, and organize operational work from a unified dashboard. The platform supports importing leads, contacts, and data from Excel or CSV files, making it easier for teams to move away from spreadsheets or older CRM systems. It also works with existing email setups such as Gmail, Outlook, and IMAP services so businesses do not need to change the way they communicate. CrmLeaf’s built-in AI assistant can draft emails, summarize meetings, predict lead scores, and help users act on customer and pipeline data faster. Its automation engine supports workflows such as capturing website leads, drafting welcome emails, assigning reps, and keeping sales tasks moving without constant manual effort. The platform includes tools for proposals, invoices, ticket management, HRMS, payroll, PF trust software, solar CRM, automotive CRM, life sciences CRM, travel CRM, and financial services CRM use cases. CrmLeaf is positioned as a scalable solution that works for small teams while also supporting larger businesses with more users, contacts, storage, and operational needs. Its transparent pricing model is designed to reduce hidden module costs by including CRM, HR, project management, and AI assistance from the start. CrmLeaf helps businesses close more deals, manage teams more efficiently, improve customer follow-up, and bring everyday operations into one simple platform.

What is Apptivo?

Discover how Apptivo CRM Software can significantly improve your capacity to attract, engage, retain, and delight a larger customer base. Eliminate the inconvenience of toggling between various applications, as you can handle your Customers, Finances, and Support directly from your mobile device, resulting in a notable boost in productivity and the enhancement of client relationships. This comprehensive CRM comes equipped with numerous applications, including Invoices, Projects, Work Orders, Timesheets, Orders, Estimates, Help Desk, and Expense Reports. It offers a user-friendly online platform for organizing contacts, setting reminders, managing files, and tracking communication history effectively. As your business grows and additional applications become necessary, you can effortlessly add more from the App Store whenever needed. Keep your operations organized by overseeing your sales pipeline, evaluating employee performance, and closing deals more efficiently. The ability to monitor your sales and quickly convert them into invoices accelerates your payment processes! Our steadfast dedication is to assist our clients and enable their businesses to thrive and achieve success. With all your requirements consolidated into one cloud-based solution, encompassing CRM, Project Management, Invoicing, and more, you can streamline your operations in a way previously thought impossible. Take advantage of the simplicity that comes with managing your business effectively through a single, all-inclusive tool, and watch your business flourish.

Media

Media

Integrations Supported

Slack
Asterisk
Azquo
Constant Contact
Dropbox
Fuze
GA Connector
Gmail
Google Forms
Google Maps
Google Workspace
HubSpot Marketing Hub
Microsoft 365
Microsoft OneDrive
OpenTransact
PayPal
RingCentral RingEX
SaveMyLeads
Zapier

Integrations Supported

Slack
Asterisk
Azquo
Constant Contact
Dropbox
Fuze
GA Connector
Gmail
Google Forms
Google Maps
Google Workspace
HubSpot Marketing Hub
Microsoft 365
Microsoft OneDrive
OpenTransact
PayPal
RingCentral RingEX
SaveMyLeads
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$49
Unlimited users/ 5,000 contacts
Free Version
Free Trial Offered?

Pricing Information

$10.00 per user per month
Get all Apptivo apps included
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

CrmLeaf

Date Founded

2023

Company Location

United States

Company Website

www.crmleaf.app/

Company Facts

Organization Name

Apptivo

Date Founded

2009

Company Location

United States

Company Website

www.apptivo.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Contract Management

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

eCommerce

CRM
Catalog Management
Channel Management
Customer Accounts
Data Security
Email Marketing
Inventory Management
Kitting
Loyalty Program
Mobile Access
Multi-Store Management
Order Management
Product Configurator
Promotions Management
Returns Management
Reviews Management
SEO Management
Shopping Cart
Templates

Email Marketing

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Expense Report

Approval Process Control
Invoice Management
Multi-Currency
Receipt Management
Reimbursement Management
Spend Control
Time Tracking
Workflow Management

Help Desk

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Incident Management
Interaction Tracking
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

Procurement

Asset Management
Auction Management
Bid Management
Budget Management
Catalog Management
Contract Management
Inventory Management
Invoice Processing
PunchOut
Purchase Order Management
Receiving
Requisitions & Approvals
Sourcing Management
Spend Management
Supplier Management

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Work Order

Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management

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