What is CrmLeaf?

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

What CrmLeaf 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 CrmLeaf 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,

Pricing: Freemium
Category: Sales & Outreach
Website: crmleaf.app
Listed: 26 Oct 2026
Last updated: 27 Oct 2026
Upvotes: 0

#psa #timesheet #resource management #ticketing

Pros

✓- One system for time, projects, billing and CRM, so you don't need a separate PM tool or billing app.
✓- Time-to-invoice: logged hours become invoices, with support for hourly retainers, fixed-price work and milestone billing.
✓- Easy to use: G2 reviewers praise the clean interface for leads, contacts and deals, plus the visual pipeline and automation.
✓- Support: a SoftwareFinder reviewer says the team is always quick to respond and gave support 10/10.
✓- Integrations: 5,000+ apps via Zapier and similar tools, plus a public API, webhooks and an MCP server for AI tools like Claude.
✓- Mobile apps for iOS and Android, plus free tools like a project profitability calculator and an unbilled hours calculator that work as lead magnets.

Cons

✕- Thin review base: most third-party listings have one review or none, and the single SoftwareFinder review is from a verified customer.
✕- Limited reporting: one reviewer says advanced reporting feels limited, customizations can be tricky, and asked for more third-party integrations.
✕- Inconsistent positioning: some directories call CrmLeaf an all-in-one suite with HR, payroll and a Solar CRM module, while the site positions it as PSA software.
✕- Incomplete certification: the site says GDPR compliant and SOC 2 Type II (in progress), with US data residency. Ask for current status if you need certified compliance.
✕- Inconsistent ratings: the footer shows 4.6/5 on G2 and 4.7/5 on Capterra, but the reviews section shows 4.3/5 on Capterra and GetApp. Check live ratings before quoting them.
✕- Competitive market: the site compares itself with Kantata, Scoro, BigTime, Productive and Rocketlane, all established PSA tools. Fit depends on your team's workflow.

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