From Leads to Revenue, All-in-One CRM for Growing Sales Teams
CrmLeaf CRM helps you manage leads, track deals, automate follow-ups, and close more business from a single, unified platform. Replace spreadsheets, disconnected tools, and manual processes with a CRM built for scale, visibility, and predictable growth.
Everything Your Sales, Marketing, and Service Teams Need
CrmLeaf CRM is not just a contact manager. It is a complete customer lifecycle platform that helps you acquire, convert, manage, and grow customers with full visibility and control across every stage of your business.
Leads & Opportunity Management
Centralized Lead Capture
Capture leads from website, forms, campaigns, and imports into one unified system with zero manual work.
Lead Qualification & Scoring
Automatically prioritize high-intent leads using custom scoring rules and qualification stages.
Opportunity Pipeline Tracking
Visualize every deal across stages and identify bottlenecks before they impact revenue.
Deal History & Activity Timeline
See every call, email, note, and meeting linked to each lead and deal.
Custom Sales Stages
Design pipelines that match your exact sales process, not the other way around.
Sales Automation
Automated Follow-ups
Trigger emails, tasks, and reminders automatically based on deal stages or activities.
Task & Activity Automation
Never miss a call, meeting, or follow-up with rule-based task creation.
Workflow Rules
Automate approvals, handoffs, and internal notifications across teams.
Email & Communication Sync
Keep all conversations connected to deals and contacts.
Sales Playbooks
Standardize best-performing sales processes across the team.
Customer & Account Management
360° Customer View
See full customer history including purchases, conversations, tickets, and interactions.
Account Hierarchies
Manage parent-child accounts, branches, and enterprise structures easily.
Contact Role Management
Track multiple stakeholders across the same customer account.
Customer Segmentation
Segment customers by behavior, industry, value, or lifecycle stage.
Renewal & Upsell Tracking
Never miss renewal opportunities or expansion signals.
Reporting & Forecasting
Sales Dashboards
Track pipeline value, conversion rates, win/loss ratios, and rep performance.
Revenue Forecasting
Predict revenue with stage-wise and probability-based forecasts.
Activity & Productivity Reports
Measure calls, meetings, follow-ups, and engagement.
Custom Reports
Build reports around your KPIs without technical complexity.
Performance Comparisons
Compare teams, periods, products, and regions easily.
Collaboration & Control
Role-Based Access Control
Ensure the right people see the right data.
Internal Notes & Mentions
Collaborate on deals without leaving the CRM.
Approval Workflows
Add checks for discounts, special pricing, or contract terms.
Audit Trails
Track every change for compliance and accountability.
Multi-Team & Multi-Branch Support
Manage distributed teams from one system.
Powerful CRM Features Built for Scale
CrmLeaf CRM combines simplicity with enterprise-grade capability. Every feature is designed to reduce friction, increase visibility, and accelerate revenue growth across your organization.
Custom Sales Pipelines
Workflow Automation Engine
Advanced Reporting & Dashboards
Contact & Account Intelligence
Task, Activity & Calendar Management
Role-Based Security & Permissions
Built for Every Revenue Team
CrmLeaf CRM adapts to your business model, industry, and growth stage. Whether you sell products, services, or subscriptions, the platform fits your workflows.
B2B Sales Teams
Manage long sales cycles, multiple stakeholders, and complex deal stages with full visibility.
Inside Sales & SDR Teams
Handle high lead volumes, automate follow-ups, and maximize conversion rates.
Account Management Teams
Track renewals, upsells, cross-sells, and customer relationships in one place.
Marketing-to-Sales Handoffs
Ensure clean lead flow, proper qualification, and zero leakage between teams.
Growing Startups
Replace spreadsheets with a scalable CRM foundation for future growth.
Enterprise Sales Operations
Enforce processes, reporting standards, approvals, and governance at scale.
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