Can I see budget vs. actual on a project in real time?

With the Budget add-on enabled, yes - project budgeting tracks budget vs. actual and earned value management, with over-budget alerts.

Do I have to rebuild a project's task list every time?

No. Project templates support Excel import, so a structure you already use becomes reusable.

Can I bill a milestone as soon as it's done?

Yes. Milestone invoicing bills a completed milestone directly from its billable work, without waiting for a billing cycle.

Does the Gantt view show what's actually overdue?

Yes. Gantt includes overdue and drift tracking rather than a static plan-vs-today bar.

For Project Managers

How project managers keep delivery, budget and billing in one view

A project manager needs to know if a project is late, over budget, or both - before the client asks. CrmLeaf ties tasks, time, budget and billing to the same project record, so the answer doesn't require three exports.

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How it works

A project's path through CrmLeaf

01
Won deal → project
A signed deal starts a project without re-entering the client.
02
Template applied
Project templates (with Excel import) set up tasks fast.
03
Tasks assigned
Kanban or Gantt view, with configurable statuses.
04
Time logged
Timesheets with pause/resume roll into billing.
05
Budget tracked
Optional budget-vs-actual with EVM and over-budget alerts.
06
Milestones billed
Invoice a completed milestone directly from its billable work.
07
Reports reviewed
Project reports show cost summary and burndown.
08
Client sees status
Client portal shows invoices and project-linked documents.

Pain → solution

What actually changes

01
Cost overruns are discovered at invoicing, not before
Project budgeting (add-on) tracks budget vs. actual with earned value management and over-budget alerts as work happens, not after.
02
Every project starts from a blank task list
Project templates, including Excel import, mean a proven structure is reused.
03
Milestone billing means re-keying numbers into an invoice
Milestone invoicing bills a completed milestone directly from its billable work.
04
Time tracked doesn't automatically reach the invoice
Auto-add billable expenses and time to recurring or milestone invoices closes that gap.
05
Gantt charts don't reflect what's actually overdue
Gantt view includes overdue and drift tracking, not just a static bar chart.
06
Project status updates are a separate email every week
Project reports give a live cost summary and burndown a stakeholder can check directly.