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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
Store Your Documents. Easily scan or upload crucial documents into your appFile for convenient access. With the on-browser viewer, you can browse through the pages and even download them in .pdf format for easy sharing. Create Photo Galleries. Ensure your images are kept together by creating and sharing galleries directly through your appFile with just a click. The robust appFiles Galleries feature allows you to regain control over your photos and present them beautifully. Track Your Emails. Struggling to locate that email you sent a client months ago? If it was sent from a different device, it may seem lost forever. Just forward your email messages into your appFile, consolidating all communications into one easily accessible location. Stay Updated. Bring your files to life with the Update feed that delivers real-time updates about happenings within your appFile. Centralized File Storage. Gather all relevant information in one place, including Word documents and spreadsheets related to a specific file, ensuring nothing gets misplaced. This holistic approach to file management enhances organization and efficiency, making it easier than ever to keep track of everything you need.
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
appFiles.com
Country
United States
Website
www.appfiles.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
Cloud Storage
Access Control
Archiving & Retention
Backup
Data Migration
Data Synchronization
Encryption
File Sharing
Version Control
File Sharing
Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management