For AI agents: the complete CrmLeaf documentation index is at /llms.txt. Every page is also available as markdown at its .md URL.
No. 1 PSA Softwarefrom $9/user/month
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
TasksTSK-01Create and Assign TasksTSK-02Use the TaskboardTSK-03Send Tasks for ApprovalTSK-04Manage Subtasks and Task DependenciesTSK-05Configure Task Settings, Categories and Labels
TimeTIM-01Track Time with the Timer and Manual EntriesTIM-02Submit and Approve Weekly TimesheetsTIM-03Bill Tracked Time on an InvoiceTIM-04Use Resource Utilization Views
CollaborationCOL-01Use Project DiscussionsCOL-02Publish Notice Board AnnouncementsCOL-03Create Events and Use the CalendarCOL-04Give Awards and AppreciationsCOL-05Chat with Teammates and Clients Using MessagesNew
Part 5 · Tasks, Time and Collaboration5 articles

Collaboration

The team tools around delivery: project discussions, notice board announcements, events and calendar, and appreciations.

Articles in Collaboration

COL-01Use Project DiscussionsAll editions. Core feature — no add-on required.Core CrmLeafUser5 minCOL-02Publish Notice Board AnnouncementsAll editions. Core feature — no add-on required.Core CrmLeafAdministrator5 minCOL-03Create Events and Use the CalendarAll editions. Core feature — no add-on required. Two-way calendar sync requires the Google Calendar integration to be configured by an Administrator.Core CrmLeafAdministratorUser7 minCOL-04Give Awards and AppreciationsAll editions. Core feature — no add-on required.Core CrmLeafAdministrator4 minCOL-05Chat with Teammates and Clients Using MessagesNewRequires the Messages module, which must be enabled for your account. Available in the web app and, as of this release, in the mobile app.Core CrmLeafUser3 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
  • YouTube
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  • 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
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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