Lead Management
Project Management
Proposal
Recruiting
Contact Management
Task Management
Estimates
Payroll
Deal Management
Time Tracking
Budgeting
Attendance
Sales Pipeline Management
Document Management
Invoices
Team
Proposals
Ticket Management
Payments
Roles & Permissions
Contract Management
Product
Expenses
Events
Client Portal
Order
Reports
Noticeboard
Lead Management
Project Management
Proposal
Recruiting
Contact Management
Task Management
Estimates
Payroll
Deal Management
Time Tracking
Budgeting
Attendance
Sales Pipeline Management
Document Management
Invoices
Team
Proposals
Ticket Management
Payments
Roles & Permissions
Contract Management
Product
Expenses
Events
Client Portal
Order
Reports
Noticeboard
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Manage Your Entire Business Operations in One Place

Streamline sales, operations, finance, and HR with CRMLeaf your all-in-one platform for business success.

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CRMLeaf Dashboard
Benefits

Why Modern Businesses Choose CRMLeaf

Built for founders, project managers, and operations leaders in service, consulting, and manufacturing. CRMLeaf unifies your CRM operations, finance, and HR into one smart platform.

Customizable-Workflows01

Effortless HR & Team Management

Automate hiring, attendance, payroll, and performance-keeping teams informed, engaged, and seamlessly connected.
auto-communication02

Empower Your Team with HRMS

Streamline hiring, payroll, and attendance while managing events, roles, timesheets, and performance.
Powerful-Reporting03

Lead to Deal Faster

Track leads, build relationships, and close deals with smart pipeline and proposal automation.
Real-Time-Insights04

Control Finance with Precision

Create estimates, manage invoices, monitor expenses, and track payments-all with integrated budgeting tools.
Features

Built for Modern Service-Based Businesses

From lead acquisition to post-sale service, CRMLeaf empowers your team with tools that make every customer interaction count.

HR-Payroll-Automation

CRM & Sales Management

Capture leads, manage contacts, and convert opportunities with pipeline and contract tools.
Lead-Sales-Pipeline-Management

Project & Task Execution

Plan, assign, and track projects with scheduling, time tracking, and collaboration.
Customer-Relationship-Management-CRM

Finance & Billing Operations

Generate estimates, manage budgets, track invoices, payments, and expenses effortlessly.
Lead-Sales-Pipeline-Management

HR & Team Productivity

Manage recruitment, payroll, attendance, and performance with powerful built-in HRMS tools.
Customer-Relationship-Management-CRM

Document & Asset Control

Centralize files, contracts, and inventory with real-time updates and permissions.
HR-Payroll-Automation

Reports & Business Intelligence

Make smarter decisions with detailed reports on sales, time, finance, and operations.
Services

CRM Solutions, Delivered with Precision

CRMLeaf is more than software-it’s a complete solution built to align with your business objectives and processes.

Custom CRM Workflows

CRMLeaf lets service businesses build custom workflows, automate follow-ups, assign leads, and manage deals from contact to contract.

Centralized Client & Contact Hub

Organize leads, customers, and partners in one secure place with detailed profiles, sales history, and communication logs for context.

Project & Task Management

Plan, assign, and track projects easily. Set deadlines, monitor progress, and ensure accountability with task dependencies and priorities.

Time & Attendance Tracking

Boost team productivity with time tracking, shift scheduling, and attendance logs. See who's working and for how long.

Procurement & Vendor Oversight

Simplify purchases and vendor management. Create purchase requests, follow custom approval workflows, and track vendor performance on one dashboard.

HR & Team Performance

Manage recruitment, onboarding, payroll, performance reviews, and team alignment with role-based permissions, event calendars, and real-time updates.

Testimonials

Hear What Our 1000+ Clients Say

"CRMLeaf transformed our sales pipeline! The automation and real-time insights helped us close deals faster and improve customer engagement like never before."
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Michael R.

Sales Director

"Managing customer relationships has never been easier. CRMLeaf's intuitive dashboard and AI-driven analytics give us the edge we need to stay ahead of the competition."
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Sarah L.

Marketing Manager

"CRMLeaf streamlined our entire workflow! From lead management to customer support, everything is now seamless and efficient. Our team productivity has skyrocketed!"
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Emily T.

Operations Manager

"We switched to CRMLeaf, and it was a game-changer! Seamless integrations, robust reporting, and a user-friendly interface make it the perfect CRM for scaling businesses."
SV

David M

Business Owner

Blogs

Stay ahead with the Latest Insights

CRM
May 14, 2025

Close More Deals Fast with CRMLeaf’s All-in-One Platform

Automation
May 7, 2025

Sales Automation: From Lead to Signed Contract

Why choose CRMleaf
May 2, 2025

100 Days with CRMLeaf: A Story of Transformation, Growth, a

Solar Project
April 30, 2025

Track Solar Project Stage: From Site Survey to Handover

Contact

Empower Smarter Business Operations with CRMLeaf

Have questions or need help managing your business? We're here to support you-whether it's sales, operations, finance, HR, or project management.

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Location:
2059 Camden Ave. #118, San Jose, CA – 95124
FAQS

CRMLeaf FAQs

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Our experts will show you how our app can streamline your team's work.

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