CRMLeaf offers a cloud-based business management suite that streamlines sales, human resources (HR), finance, and project operations. While its reporting tools may lack depth for complex analytics, the software’s built-in automation, role-based access, and industry-specific modules make it ideal for fast-growing service companies.
CRMLeaf Specifications
Contact Management
Lead Management
Opportunity Management
Customer Communication Tracking
What Is CRMLeaf?
CRMLeaf is an all-in-one business management software designed for growing service-based companies struggling with disconnected operational tools. It centralizes lead and project management to accelerate sales cycles, while enhancing collaboration through role-based access controls and shared task tracking. This integrated approach eliminates data silos and provides founders and managers with real-time, cross-functional visibility to make smarter, more unified business decisions and address systemic inefficiencies caused by scattered applications.
CRMLeaf Pricing
CRMLeaf offers the following pricing plans:
- Free: ₹0
- Standard: ₹599/user/month
- Professional: ₹799/user/month
- Premium: ₹1299/user/month
Disclaimer: The pricing is subject to change.
CRMLeaf Integrations
Who Is CRMLeaf For?
CRMLeaf is ideal for a wide range of industries and sectors, including:
- Automotive
- Banking
- Healthcare
- Education
- Insurance
- Travel
- Hospitality
Is CRMLeaf Right For You?
CRMLeaf is the ideal fit for businesses looking to simplify operations by replacing scattered tools with one unified system. Its all-in-one architecture enhances team collaboration, improves process consistency, and minimizes manual work. With enterprise-grade encryption and strict compliance practices, CRMLeaf ensures data security while helping organizations stay efficient across departments and projects.
Still doubtful if CRMLeaf is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
CRMLeaf Features
CRMLeaf centralizes lead capture from sources like email and web forms into one system. The platform automates lead distribution and enables efficient tracking, helping teams prioritize follow-ups, reduce response times, and improve conversion rates through better visibility and accountability.
See How It WorksThe software enables users to manage deals through customizable pipelines that reflect real sales stages. It supports detailed tracking, timely follow-ups, and accurate forecasting, giving sales teams greater control over opportunities and the ability to close high-value deals more efficiently.
See How It WorksCRMLeaf unifies all contact data, including customer details, communications, and activity logs, into a secure, searchable profile. This enables teams to deliver tailored outreach, maintain up-to-date records, and enhance relationship management with a full view of every client interaction.
See How It WorksThe platform visualizes the sales journey through interactive, customizable pipelines. Teams can monitor deal progression, analyze performance metrics, and identify process gaps, giving them the insights needed to streamline workflows, reduce bottlenecks, and increase overall deal velocity and forecast accuracy.
See How It WorksCRMLeaf simplifies contract workflows by enabling users to draft, send, and manage agreements directly within the platform. All documents are securely stored and linked to their respective deals, ensuring efficient collaboration, faster approvals, and a clear audit trail for compliance.
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