CrmLeaf is a professional services automation (PSA) platform built for agencies, consultancies and IT services firms that sell, deliver and bill client work.
Instead of juggling separate tools for CRM, projects, timesheets and invoicing, teams run everything from one database. Track leads and deals, turn accepted quotes into projects, plan resources and see who is available or overloaded, and log time that flows straight into invoices.
CrmLeaf supports hourly, fixed-price, retainer and milestone billing, syncs invoices to QuickBooks, and shows utilization and project profitability in real time. A built-in support desk and client portal keep client communication in the same place.
For technical teams, CrmLeaf offers a REST API, webhooks, Zapier (5,000+ apps) and an MCP server with 68 read-only tools, so AI assistants like Claude, ChatGPT, Cursor and VS Code can read live project, time and billing data.
Mobile apps are available for Android and iOS. There is a free plan, and paid plans start at $9 per user per month with a 15-day free trial, no credit card required.
