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: Productivity
Website: crmleaf.app
Listed: 26 Oct 2026
Last updated: 26 Oct 2026
Upvotes: 0

#psa #timesheet #resource management #ticketing

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