Overview
CrmLeaf is an all-in-one Professional Services Automation (PSA) platform engineered for service businesses, agencies, consulting firms, and software delivery teams. It replaces fragmented toolsets by unifying project management, time tracking, CRM, resource capacity planning, and invoicing into a single system.
Key Features
- Project & Task Management: Manage projects using Kanban boards, sprints, and milestone tracking, giving teams and clients real-time visibility into project delivery without external tools.
- Automated Time Tracking: Live start/pause/stop timers and manual entry on web and mobile, with billable hours automatically attributed to the right client and project.
- Quote-to-Cash Invoicing: Seamlessly turn approved hours, retainers, and milestone deliverables into client invoices with automated margin tracking and accounting synchronization.
- Resource & Capacity Planning: Gain clear oversight over team workloads, capacity, and skill distribution to optimize utilization and eliminate bottlenecks before staffing new work.
- Integrated AI & MCP Server: Built-in AI drafts client emails and predicts lead scores. The MCP server lets you work with live CRM and project data from Claude, Cursor or VS Code, using scoped permissions.
- Extensibility & Integrations: Full REST API, webhooks for event-driven workflows, and integrations with email platforms, Zapier, QuickBooks, and calendar systems.
