Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

Smart Edge Technologies offers a comprehensive AI automation platform that effectively unifies and enhances disparate business systems into a single, streamlined environment. This innovative solution tackles the widespread issue faced by organizations that utilize various disconnected tools, like CRM systems, telephony, accounting, and inventory applications, which often fail to communicate with one another, resulting in manual data entry, missed opportunities, and reduced operational efficiency. By integrating customer communications, backend workflows, sales activities, and outdated systems, the platform ensures that data transfers automatically without needing human input. Among its key features are automated data synchronization, advanced workflow automation, real-time dashboards that serve as a singular source of truth, and adaptable business logic to accommodate complex processes. Furthermore, it provides sales automation functionalities such as lead scoring, automated follow-up communications, pipeline tracking, and performance analytics, all aimed at ensuring that potential deals are not overlooked. With these capabilities, businesses can not only enhance productivity but also improve their overall decision-making processes.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM
QuickBooks Online
Salesforce

Integrations

HubSpot CRM
QuickBooks Online
Salesforce

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

Smart Edge Technologies

Founded

2018

Country

United States

Website

smartedgetech.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

Product Features

Alternatives

Leaf CRM Reviews

Leaf CRM

Red Ant Technology Sdn Bhd

Alternatives

WinOps Cloud Reviews

WinOps Cloud

We Win Limited