CrmLeaf is a PSA (Professional Services Automation) platform for consulting firms, agencies and service businesses — CRM, proposals, projects, time tracking, resource planning and billing in one place. Free plan available; paid from $9/user/month.
Detailed Description
Overview
CrmLeaf is a PSA (Professional Services Automation) platform for consulting firms, digital agencies and service businesses. It replaces separate CRM, project, timesheet and invoicing tools with one connected system, so a won deal becomes a project, logged time becomes billable work and billable work becomes an invoice.
Key Features
CRM and proposals – manage leads, contacts and quotes, then turn won deals into projects
Project management – tasks, milestones and owners tied to each client and budget
One-click time tracking – log billable hours against the right client and project
Resource planning – see team capacity and availability before taking on new work
Billing and invoicing – time and materials, milestone, retainer and one-off invoices
Profitability dashboards – live revenue, unbilled work and margins by project
AI assistant – Ask AI and AI writing help for updates and emails
MCP server – 68 tools for Claude, ChatGPT, Cursor and VS Code
Integrations – QuickBooks, Zapier, Slack, Google Calendar, Zoom, Stripe, PayPal and more
Use Cases
Consulting firms tracking utilization and project margins
Digital agencies managing many client projects and retainers
IT and software service teams billing on time or milestones
Service businesses moving off spreadsheets
Getting Started
Sign up free at crmleaf.app (no credit card needed), add your clients and team, create a project and start tracking time. Apps are available for web, iOS and Android.
Pricing & Plans
Free plan available. Paid plans start from $9 per user per month, with a 15-day free trial.
