CRMLeaf is a cloud-based, all-in-one business management platform designed for service-oriented businesses. It integrates customer relationship management (CRM), sales automation, project tracking, HR management, finance, purchasing, and customer support into a single, unified system. The platform enables organizations to build custom workflows, automate repetitive tasks, manage leads and deals, track projects, handle HR processes, and streamline operations from a centralized dashboard. CRMLeaf is accessible via web and mobile apps, supporting real-time collaboration and remote work. Its modular design allows businesses to adapt features to their unique needs, making it suitable for both growing startups and larger enterprises seeking to consolidate tools and data for better efficiency and decision-making.

Key Features

CRM & Sales Automation Centralizes lead management and automates sales processes.

• Lead capture from multiple sources (web, email, ads)
• Lead scoring and real-time activity tracking
• Visual sales pipelines and automated follow-ups
• 360° contact view with full communication history

Project & Task Management Enables structured project planning and execution.

• Task assignment, prioritization, and deadlines
• Visual boards and calendars for tracking progress
• Collaboration tools (comments, file sharing)
• Real-time dashboards for workload monitoring

HR & Workforce Management Streamlines employee and HR operations.

• Centralized employee records and role-based permissions
• Leave and attendance management
• Payroll processing and payslip generation
• Recruitment and onboarding workflows

Finance & Billing Handles invoicing, billing, and expense tracking.

• Invoice creation and client billing
• Expense logging and payment reminders
• Revenue and cash flow visibility

Procurement & Vendor Management Simplifies purchasing and supplier relationships.

• Purchase order creation and approval workflows
• Vendor performance tracking
• Inventory insights

Customer Support & Ticketing Improves customer service and support operations.

• Email-to-ticket conversion
• SLA and priority settings
• Agent assignment and communication logs

Reporting & Analytics Provides actionable business insights.

• Sales, revenue, and productivity reports
• Custom dashboards and KPIs
• Engagement and conversion analytics

Security & Access Control Ensures data protection and compliance.

• Role-based access controls
• Data encryption and audit logs

Benefits

Unified Platform Eliminates the need for multiple disconnected tools.

• Reduces data silos and manual data entry
• Increases operational efficiency and clarity

Automation & Productivity Automates repetitive tasks and processes.

• Frees up staff for higher-value work
• Minimizes errors and missed follow-ups

Scalability & Customization Adapts to business growth and changing needs.

• Modular features for different departments
• Custom workflows for unique business processes

Real-Time Collaboration Supports hybrid and remote teams.

• Enables instant updates and notifications
• Centralizes communication and documentation