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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
WhatsApp

Integrations Supported

Slack
Asterisk
Azquo
Easyflow
Fuze
Gmail
Google Calendar
HubSpot Customer Platform
HubSpot Marketing Hub
KonnectzIT
Microsoft OneDrive
Microsoft Outlook
QuickBooks Online
Quickwork
Refold
RingCentral RingEX
Shift
Vonage Communications APIs (Nexmo)
WordPress

API Availability

API Availability

Has API

Pricing Information

$9
user/month, 5,000 contacts, 10 GB Storage
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
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

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
Online 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

Not specified

CRM

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

Digital Signature

Not specified

eCommerce

Not specified

Email Marketing

Not specified

Expense Report

Not specified

Help Desk

Not specified

Procurement

Not specified

Project Management

Not specified

Work Order

Not specified

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