CrmLeaf 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.

Pricing

Pricing Starts At:
$49
Pricing Information:
Unlimited users/ 5,000 contacts
Free Version:
Yes
Free Trial:
Yes

Integrations

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Company Details

Company:
CrmLeaf
Year Founded:
2023
Headquarters:
United States
Website:
www.crmleaf.app/
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Product Details

Platforms
Web-Based
Windows
Mac
Linux
iPhone App
iPad App
Android App
Chromebook
Types of Training
Training Docs
Live Training (Online)
Training Videos
Customer Support
Business Hours
Live Rep (24/7)
Online Support

CrmLeaf Features and Options

CRM Software

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

CrmLeaf User Reviews

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