CrmLeaf

CrmLeaf is a Professional Services Automation (PSA) platform that brings CRM, projects, resource planning, time tracking, billing, expenses, reporting and support into one workspace for service businesses.

Who it's for: agencies, consultancies, IT services firms and other project-based teams tired of juggling spreadsheets and disconnected tools.

What you can do:

• Track leads, deals and clients in a built-in CRM
• Run projects with Kanban boards, milestones and workload views
• Plan resources and see team utilization at a glance
• Capture time and expenses automatically
• Invoice hourly or fixed-price work from approved time and expenses
• Sync invoices with QuickBooks, no re-entering numbers
• Share client-ready status updates and handle support tickets

Why it matters: one connected system means faster billing, healthier project margins and fewer things slipping through the cracks, from first lead to final payment.