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Description
CrmLeaf is an all-in-one AI CRM platform built for growing businesses that need sales, support, projects, HR, payroll, and operations in one place. The platform helps teams manage leads, contacts, pipelines, tasks, service requests, projects, employees, proposals, invoices, and workflows without relying on multiple disconnected tools. CrmLeaf is designed to fit existing business processes, with support for spreadsheet imports, Gmail, Outlook, IMAP email, legacy CRM migration, and quick setup. Its clean interface and simple workflows help teams start using the system with minimal training. The built-in AI assistant helps users draft emails, summarize meetings, predict lead scores, and support faster decision-making. CrmLeaf also includes automation tools that can capture leads, send welcome emails, assign sales reps, and keep workflows running in the background. Businesses can use the unified dashboard to manage sales, projects, HR, and service activity from one central workspace. The platform offers transparent pricing with features such as unlimited sales pipelines, HR and project management, integrated AI assistance, contacts, storage, and user seats depending on the plan. CrmLeaf helps companies replace expensive modular software with a more connected CRM built for simplicity, scalability, and operational control.
Description
Leaf Trade stands out as the premier wholesale platform linking cultivators and processors with dispensaries in the strictly regulated cannabis industry. By offering a comprehensive CRM, vital integrations, and various tools, Leaf Trade simplifies order management and fulfillment, ultimately saving time and fostering business growth. It serves as a pivotal platform for ordering, fulfillment, and payment, enabling users to effectively manage, market, and nurture their business development. This innovative process bridges the gap between sellers and buyers in the cannabis and hemp markets. Elevate your operational efficiency and enhance your return on investment. Improve your inventory oversight, streamline order and fulfillment tasks, ensure prompt payments, and customize your storefront experience to encourage customer loyalty. Focus on the essential aspects of your business by placing orders, purchasing online, tracking orders, and managing multiple locations from any device. We have developed a compliant, interconnected, and dependable technological solution prioritizing client success at every step. With Leaf Trade, you can transform the way you engage with the cannabis market while optimizing your operational processes for a brighter future.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
CrmLeaf
Website
www.crmleaf.app/
Vendor Details
Company Name
Leaf Trade
Founded
2016
Country
United States
Website
leaf.trade/
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Cannabis
Administrative / HR Management
Business Management
CRM
Compliance Tracking
Cultivation Management
Delivery Management
Dispensary Management
Distribution
ERP
For Hemp & CBD
Inventory Management / Control
Lab Testing
Manufacturing
Payment Processing
Point of Sale (POS)
Reporting / Analytics
Retail Management
Sales Tracking
Seed to Sale
Supplier Management
Supply Chain Management
Toll Processing
Traceability
eCommerce / Online Ordering
