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.

Integrations

No integrations listed.

Screenshots and Video

CrmLeaf Screenshot 1

Company Facts

Company Name:
CrmLeaf
Company Website:
www.crmleaf.app/
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Product Details

Deployment
SaaS
Training Options
Documentation Hub
Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

CrmLeaf Categories and Features

CRM Software

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