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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
The Leaf Wallet securely stores all content directly on your personal device. It actively alerts users about applications that may have compromised their data, helping to highlight the potential risks involved in sharing information. Utilizing asymmetric encryption, Leaf Wallet facilitates single sign-on (SSO), enabling users to access the application without needing a password. This feature helps safeguard against unauthorized access and hacking attempts on sensitive account areas. When a plugin authorizes an external website, its icon will change color as a visual cue for users. The wallet provides a comprehensive currency list, allowing for easy switching between multiple accounts and displaying the currencies associated with the active account. Additionally, it offers efficient management of account resources, enabling users to oversee resource mortgages and transaction histories seamlessly. Users can also manage account permissions, supporting any changes in authority as needed. Furthermore, the platform ensures that contract executions are transparent and straightforward, promoting the accurate and secure fulfillment of agreements. This level of oversight fosters user confidence and enhances overall security measures.
API Access
Has API
API Access
Has API
Integrations
EOS
PIZZA.FINANCE
SWFT
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
LeafWallet
Website
www.leafwallet.io
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