01
One database, from deal to invoice
Leads, deals, projects, timesheets, resourcing, invoices and support tickets share one database. Approved hours become a client invoice in a couple of clicks - hourly or fixed-price.
See billing & invoicingWhy CrmLeaf
One system for the work you sell, deliver and bill.
CrmLeaf runs CRM, projects, time tracking, resourcing, invoicing and support on one database - so the hours your team tracks become the invoices you send, with no spreadsheet in between.
- Free 15-day trial
- No credit card required
- Free onboarding
One client, one record trailIllustrative
- Deal wonCRMNorthwind - website retainer
- Project createdProjectsWebsite retainer · Q3
- Time loggedTime42.5 h approved this month
- Invoice sentBillingINV-1042 · from approved hours
No exports, no re-keying between tools
Sample data. Company names are fictional.
Trusted by teams building and shipping for clients
The problem
Four tools, four logins, and a spreadsheet holding them together.
Most service businesses buy a CRM, a project tool, a time tracker and a billing app separately - then spend every month-end reconciling them. Hours go unbilled because they never made it from one system to the next.
Why teams choose CrmLeaf
Six reasons service teams switch.
02
Built for professional services
Retainers, fixed-price projects and client work are the starting point, not an add-on. Every timer and timesheet entry ties back to a project and a client automatically.
See time tracking03
One clear per-user price
Plans start from $9 per user per month, with a 15-day free trial and no credit card. One per-user price instead of separate subscriptions for a CRM, a PM tool, a time tracker and a billing app.
See pricing04
AI that works within your permissions
Ask AI for instant answers from your data, or connect Claude, Cursor or VS Code over MCP. The assistant acts as you, has no delete tools, and every change it makes is audited.
See CrmLeaf AI05
Security you can check
Two-factor authentication, role and ownership-based permissions, an audit log and GDPR consent tools - documented on our security page rather than promised in a footnote.
See security06
Open, not locked in
A REST API, webhooks and an MCP server for your own integrations, plus MIT-licensed open-source business tools you can self-host.
See the developer platformThe difference
A stitched-together stack vs. one platform.
Separate tools
CrmLeaf
Tools to buy
Separate tools: A CRM, a project tool, a time tracker and a billing app
CrmLeaf: One platform, one per-user price
Hours to invoice
Separate tools: Exported, reconciled and re-keyed by hand
CrmLeaf: Approved hours become an invoice in a couple of clicks
Client context
Separate tools: Split across four logins and an inbox
CrmLeaf: Deal, project, time and invoices on the same record trail
Reporting
Separate tools: Assembled in a spreadsheet at month end
CrmLeaf: Read from one database, so the numbers agree
AI assistants
Separate tools: Data pasted in by hand, and stale by the next day
CrmLeaf: Live records over MCP, within your permissions
Comparing us with a specific product? Our comparison pages name where competitors are stronger, too. See all comparisons
Reviews & awards
Ratings and badges from the software review platforms CrmLeaf is listed on.
FAQ
Common questions about choosing CrmLeaf
CrmLeaf is a Professional Services Automation platform: the CRM sits on the same database as projects, time tracking, resourcing and invoicing. A won deal becomes a project, the time logged against it becomes the invoice, and you never move data between tools to get there.
See it with your own projects.
Start a 15-day free trial with no credit card, or book a 30-minute demo and we'll walk through your workflow.
