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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

At Tech Mahindra, PalmLeaf represents a group of experts in technology, human resources, learning, and communication, all dedicated to grasping the complexities of contemporary lifestyles. We are always looking for innovative ways to utilize the omnipresence of mobile devices in our daily routines to develop intelligent solutions that enhance user engagement and learning experiences. This initiative caters to learners whose hectic schedules contribute to diminished attention spans, making it difficult for them to balance various responsibilities while finding time for structured learning. Additionally, it supports virtual teams, highly mobile employees, and individuals who require ongoing reinforcement and assessment for formal training programs. Furthermore, PalmLeaf broadens its accessibility to employees who may be constrained by extra costs associated with laptops and tablets by utilizing their personal smartphones for learning. Our commitment is to empower all learners, regardless of their circumstances, to thrive in a fast-evolving digital landscape.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ActiveControl
Affirmed Cloud Edge
Casa Systems
SaaSOps Marketizer
Staqu JARVIS
Tagmate

Integrations

ActiveControl
Affirmed Cloud Edge
Casa Systems
SaaSOps Marketizer
Staqu JARVIS
Tagmate

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

Tech Mahindra

Country

India

Website

www.palmleafsolutions.com

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

Learning Management Systems (LMS)

Academic / Education
Asynchronous Learning
Blended Learning
Built-In Course Authoring
Corporate / Business
Customizable
Gamification
Learner Portal
Mobile Learning
Open Source
SCORM Compliance
Synchronous Learning
Video Conferencing
eCommerce
eLearning Companies

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