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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.
Integrations Supported
ActiveControl
Affirmed Cloud Edge
Casa Systems
SaaSOps Marketizer
Staqu JARVIS
Tagmate
Integrations Supported
ActiveControl
Affirmed Cloud Edge
Casa Systems
SaaSOps Marketizer
Staqu JARVIS
Tagmate
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
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
Tech Mahindra
Company Location
India
Company Website
www.palmleafsolutions.com
Company Facts
Organization Name
CrmLeaf
Company Website
www.crmleaf.app/
Categories and Features
Learning Management Systems (LMS)
Academic / Education
Asynchronous Learning
Blended Learning
Built-In Course Authoring
Corporate / Business
Customizable
Gamification
Learner Portal
Mobile Learning
Open Source
SCORM Compliance
Synchronous Learning
Video Conferencing
eCommerce
eLearning Companies
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