Release Updates
Follow what is new in CrmLeaf. These posts walk through product releases and improvements, from updated sales automation and redesigned dashboards for sales, projects and timesheets to ready-made workflow templates and AI-driven sales insights. Each article explains what changed, who it helps and how to use it in your day-to-day work. Read this category to keep up with the latest CrmLeaf capabilities, understand how existing features have evolved, and find ideas for getting more value from the platform your team already uses.
CRMLeaf Admin Dashboard 2.0: See Your Business in One View
The CRMLeaf Admin Dashboard brings sales, projects, resources, time and finance indicators into one view, so administrators can see performance and find exceptions fast.
CRMLeaf Support Dashboard: Turn Client Issues Into Actionable Insights
A support dashboard turns ticket data into clear actions. Learn what each section of the CRMLeaf Support Dashboard design covers and how managers can use it to review volume, SLA performance, workload and recurring questions.
CRMLeaf Procurement & Inventory Dashboard: Track Purchase Orders, Bills & Stock
CRMLeaf Procurement & Inventory Dashboard helps businesses track purchase orders, vendor bills, stock levels, and payments through connected procurement workflows.
CrmLeaf Sales Automation Update: A More Streamlined Sales Workflow
Discover how CrmLeaf Sales Automation streamlines workflows, simplifies lead management, and reduces repetitive sales tasks.
CrmLeaf Sales Dashboard 2.0: Track Pipeline, Revenue & Conversions
Explore CrmLeaf Sales Dashboard 2.0 to track sales pipeline performance, monitor lead conversions, analyze sales activity, and gain insights into client revenue.
Project and Task Automation: 11 Ready-Made Workflow Templates for Service Teams
Explore 11 project and task automation templates from CrmLeaf to streamline workflows, improve team coordination, and simplify project handoffs for professional services businesses.
From Activity to Intent: How AI Turns Product Behavior into Sales Intelligence
Product analytics shows what users do, but not what it means for a purchase. See how analytics, MCP, AI and CrmLeaf turn product behavior into buying-intent signals so Sales knows what to say and do next.
CrmLeaf Projects & Delivery Dashboard 2.0: Track Project Delivery, Budget and Profitability
The CrmLeaf Projects & Delivery Dashboard brings portfolio, milestones, budget and burn, delivery cost, and profitability into one view. Spot late milestones, hidden overruns and unclear margin while projects are still running.
CrmLeaf Time & Timesheets Dashboard 2.0: Track Time, Boost Billable Work
CrmLeaf Time & Timesheets Dashboard 2.0 connects time logged, timesheet compliance and billing rate realisation in one flow. See where hours go, how much is billable and how billable time turns into revenue.
The smarter way to run your professional services business
Connect projects, resources, time, billing, and support in one platform. Know where your work, people, and revenue stand - from the first proposal to the final invoice.