Solutions by industry
One platform. Tailored to your industry.
From solar and manufacturing to banking, healthcare and beyond, CrmLeaf adapts to how your industry actually works. Manage leads, projects, billing and support in one connected platform, with workflows built for your sector.
- Free 15-day trial
- No credit card required
- Free onboarding
Your industry layer
The same core underneath
- CRM and pipeline
- Projects and tasks
- Time tracking
- Invoicing and billing
One database, one per-user price
Trusted by teams building and shipping for clients
Industries
Find the workflow built for your sector.
30 industry pages, each showing how CrmLeaf handles the day-to-day of that kind of team.
Professional services
Agencies and firms that sell time, expertise and projects.
- Software & IT servicesKeep scope and rates intact from proposal to sprint to invoice.
- Marketing & advertisingRun retainer pursuit, campaigns and client billing together.
- ConsultingMove proposals into engagements without a spreadsheet in between.
- Accounting & financeInvoice recurring engagements without re-keying every cycle.
- Architecture & engineeringTrack phase-based fees next to the project that earns them.
- Staffing & recruitmentManage clients, placements and billable time in one place.
- Creative & designStart every project from a template, not a blank task list.
- Interior designLink vendor and product costs to the client estimate.
- Event managementTie vendor bookings to the client contract and budget.
Field & operations
Teams that build, make, move and maintain things.
- ConstructionFollow every bid and job from first enquiry to final invoice.
- SolarTake a deal from site visit to sale with field tracking.
- ManufacturingConnect quotes, orders and customer accounts.
- Field serviceSee dispatch and technician work in one view.
- Trading & distributionKeep sales and warehouse working from the same numbers.
- Energy & utilitiesHandle accounts, service requests and field work together.
- LogisticsManage shippers, quotes and service follow-up.
- Real estateRoute enquiries, site visits and deals to the right agent.
- AutomotiveFollow buyers from test drive to deal closure.
Customer-facing & regulated
Sectors built on relationships, trust and compliance.
- RetailTurn customer history into repeat sales.
- HospitalityRemember guests and personalise every stay.
- TravelKeep enquiries, itineraries and bookings organised.
- MediaConvert advertiser and sponsor leads faster.
- HealthcareCoordinate patient and partner relationships with care.
- EducationManage enquiries, admissions and institution relationships.
- Life sciencesOrganise research partners and operations in one system.
- Financial servicesGrow client relationships with a clear pipeline.
- BankingTurn leads into loyal customers across products.
- InsuranceStreamline policies, renewals and client follow-up.
- GovernmentHandle citizen and vendor requests with an audit trail.
- StartupsStart with one system and grow into it.
Getting started
From your industry page to a working setup.
- 01
Pick your industry
Open the page for your sector to see the workflow it is built around.
- 02
Start the free trial
15 days, no credit card. Bring a real lead, project or client.
- 03
Run it your way
Adjust pipelines, fields and billing to match how your team actually works.
FAQ
Common questions about solutions
CrmLeaf is one platform for every industry. The industry pages show the workflows, terminology and use cases that fit your sector; the product underneath, and the per-user price, are the same.
See it with your own work.
Start a 15-day free trial with no credit card, or book a 30-minute demo and we'll walk through your workflow.
