CrmLeaf AI
CrmLeaf AI brings AI into the work you already do: ask questions of your data, get writing help inside the app, and connect Claude, Cursor or VS Code to your CRM over MCP.
Sample data. Company names are fictional.
Why CrmLeaf AI
Built from the ground up for modern teams who need to move fast and win more deals with data.
Example prompt: “Which invoices are overdue right now?”
Ask a question inside CrmLeaf and get an instant answer from your data, so you can act on it without building a report first.
Example prompt: “Make this follow-up shorter and friendlier.”
OpenAI-based assistants sit inside the screens where you write, so drafting and refining text happens next to the record it belongs to.
Example prompt: “What's overdue on the website project?”
Connect Claude, Cursor or VS Code to CrmLeaf's MCP server. 68 tools let the assistant read and update deals, invoices, projects, tasks and time - as you, within your permissions, with no delete tools.
Example prompt: “Draft a blog post on reducing unbilled hours.”
Generate blog content with AI and publish it to your WordPress site from CrmLeaf.
Example prompt: “What did we agree on the Bluebay call?”
Fireflies.ai records and transcribes your meetings, and the transcript and action items are attached to the Lead or Deal they belong to.
Example prompt: “When a deal is won, create the project.”
No-code When-If-Then rules act on record changes - whether they come from the web app, the mobile app, the API or an AI assistant over MCP.
Prompts are illustrative examples. AI features are add-ons enabled per company - confirm they are included in your plan.
The challenge
Most platforms are just digital filing cabinets. They require constant manual work and provide no guidance on how to actually close more business.
Traditional CRM: Every question needs a report
Getting a simple answer means building a report or exporting to a spreadsheet.
With CrmLeaf AI: Ask AI instead
Ask the question inside CrmLeaf and get an instant answer from your data.
Traditional CRM: Writing from a blank page
Follow-ups, notes and content start from nothing, in a different tool.
With CrmLeaf AI: Help where you write
Inline AI assistants and AI blog generation help you draft and refine text in the app.
Traditional CRM: Copy-paste into AI tools
Your AI assistant cannot see your CRM, so data gets pasted in by hand - and goes stale.
With CrmLeaf AI: Live data over MCP
Claude, Cursor and VS Code read and update live records through MCP, within your permissions.
How it works
An Administrator turns on the AI features in Settings → Module Settings. They are configured per company.
Use Ask AI for instant answers, and the inline assistants to draft and refine text where you work.
Add the MCP server address to Claude, Cursor or VS Code and sign in with your account.
Workflow rules act on the record changes that follow, including changes an assistant makes.
Tailored solutions
Spend less time looking things up. Ask CrmLeaf about your pipeline, keep call notes on the deal, and get help writing the follow-up.
Keep content moving. Generate blog posts with AI and publish them to WordPress without leaving the platform.
Run projects from the assistant you already use. Over MCP, it can find overdue tasks, log time and move a task along - within your permissions.
Start today and get 15 days of full access to all features. No credit card required.
