For AI agents: the complete CrmLeaf documentation index is at /llms.txt. Every page is also available as markdown at its .md URL.
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MCP ServerTalk to your CRM from Claude, Cursor or VS Code - 68 tools, no deletes, every write auditedCrmLeaf AIAsk AI, inline writing help and AI blog generation inside your CRMFree ToolsNew calculators for team utilization, project profitability and unbilled hoursClient PortalGive clients a self-service portal with document sharing and GDPR consent toolsResource PlanningSee who's available, who's overloaded and who has the right skills before you staffEstimatesSend estimates for e-signature and turn accepted quotes into invoices automaticallyBudget TrackingLive actuals, burn-rate forecasts and EVM analytics on every project budgetTime & BillingLogged time pulls straight into an invoice, with no manual re-entryAutomationsNo-code When-If-Then rules across leads, deals, tasks, tickets and invoicesIntegrationsConnect 5,000+ apps including Zapier, Calendly, Facebook Lead Ads and Fireflies.aiMilestone BillingInvoice completed milestones with timelogs rolled up and double-billing preventedProposalsTemplate-driven proposals with client review, comments and public e-signatureContractsClient and vendor contracts from templates, with dual e-signatures and renewalsMobile AppCRM, attendance, invoicing and support work in one app for Android and iOSWebhooksOutbound and inbound webhooks with a delivery log, no middleware neededSecurityTwo-factor authentication, an audit log, GDPR consent tools and scoped AI accessIndustriesSee how one platform fits construction, manufacturing, solar, services and moreOpen SourceMIT-licensed invoicing, purchase order and payroll tools you can self-host for freeRoadmapSee the features and releases coming next to CrmLeafCustomersRead customer stories with real-world resultsWhat's NewAdd Notes, Emails and Follow-Ups to Deals
MCP ServerTalk to your CRM from Claude, Cursor or VS Code - 68 tools, no deletes, every write auditedCrmLeaf AIAsk AI, inline writing help and AI blog generation inside your CRMFree ToolsNew calculators for team utilization, project profitability and unbilled hoursClient PortalGive clients a self-service portal with document sharing and GDPR consent toolsResource PlanningSee who's available, who's overloaded and who has the right skills before you staffEstimatesSend estimates for e-signature and turn accepted quotes into invoices automaticallyBudget TrackingLive actuals, burn-rate forecasts and EVM analytics on every project budgetTime & BillingLogged time pulls straight into an invoice, with no manual re-entryAutomationsNo-code When-If-Then rules across leads, deals, tasks, tickets and invoicesIntegrationsConnect 5,000+ apps including Zapier, Calendly, Facebook Lead Ads and Fireflies.aiMilestone BillingInvoice completed milestones with timelogs rolled up and double-billing preventedProposalsTemplate-driven proposals with client review, comments and public e-signatureContractsClient and vendor contracts from templates, with dual e-signatures and renewalsMobile AppCRM, attendance, invoicing and support work in one app for Android and iOSWebhooksOutbound and inbound webhooks with a delivery log, no middleware neededSecurityTwo-factor authentication, an audit log, GDPR consent tools and scoped AI accessIndustriesSee how one platform fits construction, manufacturing, solar, services and moreOpen SourceMIT-licensed invoicing, purchase order and payroll tools you can self-host for freeRoadmapSee the features and releases coming next to CrmLeafCustomersRead customer stories with real-world resultsWhat's NewAdd Notes, Emails and Follow-Ups to Deals
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AboutPlatformAppendicesPricing
All documentation
APX-01Status and Field Value Reference for CrmLeafAPX-02Role and Module Access Planning MatrixAPX-04Troubleshooting Common CrmLeaf IssuesAPX-05Glossary of CrmLeaf TermsAPX-08Article Classification and Service Lens CoverageAPX-06Screenshot Capture ChecklistAPX-07Consolidated Information Gaps
Part 16 · Appendices7 articles

Appendices

Reference material: status values, an access planning matrix, regional payroll compliance, troubleshooting, the glossary, article classification and the screenshot checklist.

Articles in Appendices

APX-01Status and Field Value Reference for CrmLeafAll editions. Sections marked with a module name apply only where that add-on is enabled.Core CrmLeafAdministratorUser4 minAPX-02Role and Module Access Planning MatrixAll editions. Planning aid for Administrators.Core CrmLeafAdministrator2 minAPX-04Troubleshooting Common CrmLeaf IssuesAll editions. Entries referencing an add-on apply only where that module is enabled.Core CrmLeafAdministratorUser5 minAPX-05Glossary of CrmLeaf TermsAll editions.Core CrmLeafAdministratorUser4 minAPX-08Article Classification and Service Lens CoverageInternal reference for the CrmLeaf documentation team.Core CrmLeafAdministrator9 minAPX-06Screenshot Capture ChecklistProduction checklist for the documentation team, not customer-facing guidance.Core CrmLeafAdministrator23 minAPX-07Consolidated Information GapsInternal checklist for the CrmLeaf product and documentation teams, not customer-facing guidance.Core CrmLeafAdministrator80 min
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CrmLeaf

Professional services automation for teams that sell, deliver and bill client work - CRM, projects, time, resourcing and invoicing on one database.

4.6/5 on G24.7/5 on Capterra
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Product
  • PSA platform
  • Project & task management
  • Time tracking & timesheets
  • Resource & workload
  • Invoicing & billing
  • CRM & sales pipeline
  • Support & helpdesk
  • Reports & dashboards
  • AI assistant & automation
  • All products
Solutions
  • Software & IT services
  • Marketing & advertising
  • Consulting firms
  • Architecture & engineering
  • Accounting & finance firms
  • Staffing & recruitment
  • Solar CRM
  • Construction CRM
  • Manufacturing CRM
  • By role
  • By business case
  • All solutions
Resources
  • Blog
  • Tutorials
  • Academy
  • Guides & templates
  • Webinars
  • Customer stories
  • Product roadmap
  • What's new
  • Free tools
  • Community EditionNew
  • Help centre
Company
  • About CrmLeaf
  • Why CrmLeaf
  • Pricing
  • Partner programme
  • Become a partner
  • Professional services
  • Contact sales
  • Support
  • Contact us
CrmLeaf

Professional services automation for teams that sell, deliver and bill client work - CRM, projects, time, resourcing and invoicing on one database.

4.6/5 on G24.7/5 on Capterra
  • YouTube
  • LinkedIn
  • Instagram
  • Facebook
  • X (Twitter)

Product

  • PSA platform
  • Project & task management
  • Time tracking & timesheets
  • Resource & workload
  • Invoicing & billing
  • CRM & sales pipeline
  • Support & helpdesk
  • Reports & dashboards
  • AI assistant & automation
All products

Solutions

  • Software & IT services
  • Marketing & advertising
  • Consulting firms
  • Architecture & engineering
  • Accounting & finance firms
  • Staffing & recruitment
  • Solar CRM
  • Construction CRM
  • Manufacturing CRM
  • By role
  • By business case
All solutions

Resources

  • Blog
  • Tutorials
  • Academy
  • Guides & templates
  • Webinars
  • Customer stories
  • Product roadmap
  • What's new
  • Free tools
  • Community EditionNew
Help centre

Company

  • About CrmLeaf
  • Why CrmLeaf
  • Pricing
  • Partner programme
  • Become a partner
  • Professional services
  • Contact sales
  • Support
Contact us
Industries
Software & IT services·Marketing & advertising·Consulting·Accounting & finance·Architecture & engineering·Staffing & recruitment·Real estate·Construction·Manufacturing·Energy & utilities·Logistics·Retail·Healthcare·Education·Financial services·Banking·Insurance·Hospitality·Travel·Media·Automotive·Life sciences·Government·Startups·All industries →
Also in CrmLeaf
Manufacturing·Project dashboard·Project rating·Import & migration·All products →
Integrations
Gmail & Outlook·Google Calendar·Slack·Zoom·QuickBooks·DocuSign·WhatsApp·Zapier·All integrations (40+) →
Free tools
Team utilization calculator·Project profitability calculator·Unbilled hours calculator·PSA cost calculator·Resource utilization GPT·Timesheet to invoice·Expenses to invoice·Invoice generator·Proposal generator·PO generator·Sales order generator·Dispatch order generator·All free tools →
Alternatives
Kantata alternative·Scoro alternative·BigTime alternative·Productive alternative·Rocketlane alternative·HubSpot alternative·Zoho One alternative·Bonsai alternative·Replace spreadsheets·All alternatives →
All systems operationalGDPR compliantSOC 2 Type II - in progressISO 27001 aligned controlsData residency: US

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