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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 BORGDESK ERP Suite?

BORGDESK ERP Suite is an advanced cloud-based enterprise resource planning platform designed to help modern businesses automate operations, centralize workflows, and improve efficiency across all major business functions from a single integrated system. Developed by Goodpick Technologies, the platform combines sales management, CRM, inventory control, warehouse operations, finance, accounting, payroll, HR management, project tracking, workforce productivity, analytics, and reporting into one scalable ERP solution. Businesses can streamline day-to-day operations by replacing disconnected tools and manual processes with automated workflows that improve data accuracy, reduce operational bottlenecks, and strengthen cross-department collaboration. The platform enables organizations to manage leads, customers, quotations, sales pipelines, follow-ups, purchases, stock movement, warehouse activity, and invoicing while maintaining real-time visibility into operational performance and business growth metrics. BORGDESK ERP Suite also includes comprehensive finance and accounting capabilities such as GST management, expense tracking, payroll processing, financial reporting, and cash flow monitoring to support stronger financial control and compliance management. Human resource management tools allow businesses to manage attendance, employee leaves, payroll, workforce productivity, task allocation, and team performance from a centralized dashboard. Project and task management capabilities help teams assign responsibilities, monitor deadlines, track project progress, and improve collaboration across departments and remote teams. Real-time analytics dashboards and business reporting tools provide organizations with operational insights that support smarter strategic planning, forecasting, and decision-making.

Media

Media

No images available

Integrations Supported

Calendly
Facebook Ads
Fireflies.ai
Slack
WhatsApp
Zapier

Integrations Supported

Calendly
Facebook Ads
Fireflies.ai
Slack
WhatsApp
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

₹999/month
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

Goodpick Technologies

Date Founded

2010

Company Location

India

Company Website

goodpicktech.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

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

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