# CrmLeaf

> Professional Services Automation (PSA) Software | CrmLeaf

- Website: https://www.crmleaf.app
- Directory page: https://www.1ai.tools/t/crmleaf
- Category: Productivity
- Pricing: Freemium
- User rating: no reviews yet
- Tags: psa, timesheet, resource management, ticketing

CrmLeaf is Professional Services Automation (PSA) software for service businesses - quote-to-cash, resourcing, and billing in one connected platform.

### What it does
- CrmLeaf is Professional Services Automation (PSA) software for service businesses. It connects quotes, projects, time tracking, resourcing, billing, CRM and support in one cloud platform. It is aimed 

### Who it is for
- Owners, operations leads, project managers and finance staff at service businesses such as software and IT teams, marketing and creative agencies, consulting firms, accounting and architecture firms, 

### Pros
- ne system instead of several. Time, projects, billing, and CRM share one database, so you don’t need to sync a separate PM tool or billing app. This is the core pitch and the strongest differentiator.
- Time-to-invoice flow. Logged hours can become an invoice, and the site supports hourly retainers, fixed-price work, and milestone billing.
- Ease of use. One verified G2 reviewer of CrmLeaf wrote that it offers a clean, easy to use interface for managing leads, contacts and deals, and another praised the visual pipeline and automation.
- softwarefinder
- Customer support. A reviewer on SoftwareFinder said the support team is always quick to respond, and the same review gave support a 10/10.
- softwarefinder
- Integrations and API. The site lists 5,000+ apps through Zapier and similar tools, plus a public API, webhooks, and an MCP server for connecting AI tools like Claude.
- Mobile apps and a free tool set. There are iOS and Android apps, plus free calculators such as a project profitability calculator and an unbilled hours calculator, which work as lead magnets.

### Cons
- Thin independent review base. Most third-party listings I found have one review or none. The single SoftwareFinder review is from a verified customer, but one review isn’t much to go on.
- Limited reporting, by one reviewer’s account. The same reviewer said the advanced reporting features feel a bit limited and customizations can be a bit tricky, and asked for more third-party integrati
- softwarefinder
- Inconsistent positioning in third-party listings. Some directories describe CrmLeaf as an all-in-one suite with HR, payroll, and a Solar CRM module. The current site positions it as PSA software for s
- Security certification is incomplete. The site says it is GDPR compliant and SOC 2 Type II - in progress, with US data residency. If you need certified compliance, ask for the current status first.
- crmleaf
- Ratings are inconsistent on the site. The footer claims 4.6/5 on G2 and 4.7/5 on Capterra, but the reviews section shows 4.3/5 on Capterra and GetApp. Check the live ratings on those platforms before 
- Competitive market. The site compares itself with Kantata, Scoro, BigTime, Productive, and Rocketlane, all established PSA tools. Whether CrmLeaf is a fit depends on how your team’s workflow lines up 

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