--- title: CRMLeaf Reviews meta_title: 'CRMLeaf Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how CRMLeaf works for a business like yours. aggregate_rating: rating_value: 5.0 review_count: 1 scale: '5' date_modified: '2026-09-29' parent_category: name: ERP url: https://www.g2.com/categories/erp --- # CRMLeaf Reviews **Vendor:** CRMLeaf **Category:** [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation) **Average Rating:** 5.0/5.0 **Total Reviews:** 1 ## About CRMLeaf CRMLeaf is an all-in-one CRM and business management platform designed to help businesses manage sales, customers, HR, projects, payroll, and operations from a single centralized dashboard. Built for startups, SMBs, agencies, manufacturing companies, and enterprises, CRMLeaf simplifies business processes by combining CRM, HRMS, project management, helpdesk, workflow automation, and finance management into one scalable solution. The platform enables teams to manage leads, track customer interactions, automate follow-ups, generate invoices, monitor employee attendance, manage payroll, and collaborate on projects without relying on multiple software tools. CRMLeaf also includes AI-powered automation features that help businesses improve productivity, streamline workflows, and reduce manual operational tasks. CRMLeaf offers advanced sales pipeline management, contact organization, task tracking, reporting dashboards, employee management, ticketing systems, and workflow customization to support growing businesses. Its cloud-based infrastructure allows teams to securely access business data from anywhere while improving collaboration across departments. ## CRMLeaf Reviews ### 1. A Powerful and User-Friendly CRM for Growing Teams **Rating:** 5.0/5.0 stars **Reviewed by:** Mandakinee J. | Sales Manager, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through a business email account added to their profile **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** July 22, 2025 **What do you like best about CRMLeaf?** CRMLeaf has a clean, intuitive interface that makes it easy to manage leads, contacts, and deals. The sales pipeline is visually helpful, and automation features save time. Real-time tracking and email integration are also strong points. It’s lightweight yet feature-rich. **What do you dislike about CRMLeaf?** Some advanced reporting features feel limited, and customizations can take a few extra steps. It would be helpful to have more third-party integrations and in-app tips for new users. However, the support team is responsive and quick to assist. **What problems is CRMLeaf solving and how is that benefiting you?** CRMLeaf solves the problem of scattered customer data and missed follow-ups. It centralizes lead and contact management, improving team coordination and accountability. This has boosted our response time, improved deal closure rates, and made sales tracking much more efficient. - [View CRMLeaf pricing details and edition comparison](https://www.g2.com/products/crmleaf/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-29+14%3A32%3A21+-0500&secure%5Bsession_id%5D=9b9dff0d-d6ef-4689-8a9b-4d4c145cfe85&secure%5Btoken%5D=179b05d3d5e9fbd8c5358f1bb37751ead0baf50470b3f3ce3652e5cf12174814&format=llm_user) ## CRMLeaf Features **Additional Functionality** - Data Import/Export - Estimating - Timer - Multi-Currency - Customizable Reports - Alerts/Notifications - Reporting/Analytics - Real-Time Updates - Projections - Customizable Fields - Approval Process Control - Mobile App - Generative AI - Activity Dashboard - Billing & Invoicing - Budgeting/Forecasting - Resource Allocation & Planning - Access Controls/Permissions - Real-Time Notifications - AI Copilot - Summary Reports - Reporting & Statistics - Real-Time Data - Automatic Time Capture - Overtime Calculation - Clock In/Out - Productivity Analysis - Multi-Language - Employee Scheduling - Employee Database - Billable & Non-Billable Hours - Usage Tracking/Analytics **Customer Management** - Customer Profiles - Sales - Marketing - Client Portal **Project Management** - Project Planning - Project Tracking - Resource Definition - Resource Management - Resource Allocation & Planning - Progress Tracking - Project Time Tracking - Project Management **Time Tracking** - Ease of Completing Timesheets - Tracking Time to Project/Task - Billable Time Rate Management - Reimbursement Management - Task Progress Tracking **Accounting** - Revenue Recognition - Invoice Management - Payments - Project Accounting - Budget Tracking - Time & Expense Tracking - Activity Tracking - Billable Items Tracking - Document Management - Multiple Projects **Client Invoicing** - Invoice Creation and Delivery - Electronic Payments - Project Accounting / Revenue Recognition - Biometric Recognition - Optical Character Recognition **Portfolio Management** - Portfolio Definition - Portfolio Performance - Risk - Portfolio Mix **Analytics** - Forecasting - Reporting - KPIs - Real-Time Reporting **Administration** - Standard Integrations - Workflow - Access Management - Email Management - Workflow Management - Task Management - Portfolio Management - Calendar Management - Timesheet Management - Accounting Integration - Third-Party Integrations **Mobile Time Tracking** - Project Time Tracking - Expense Tracking - Progress Tracking - Activity Tracking - Time Tracking by Client - Project Tracking - Billable Items Tracking - Attendance Tracking - Vacation/Leave Tracking - Project Time Tracking - Leave Tracking - Budget Tracking - Online Time Tracking - Offline Time Tracking - Location Tracking **Platform** - APIs - Internationalization - Performance and Reliability - Mobile - Offline Access **Administration** - Business Tool Integration - Workflow - Automated Reminders - Policy Compliance Management - User, Role, and Access Management - Timesheet Management - Payroll Management - Employee Management - Invoice Management - Calendar Management - Workflow Management - Task Management - Mobile Access - Mobile Access - Workflow Management - Compliance Management **Generative AI** - AI Text Generation - AI Text Summarization - Proposal Generation - Generative AI **Artificial Intelligence - Professional Services Automation** - Predictive Forecasting - Smart task suggestions - Automated workflows **Platform** - Reporting - APIs / Integration - Internationalization - Performance and Reliability - Mobile User Support - Offline - Accounting Integration - QuickBooks Integration - Real-Time Reporting - Third-Party Integrations - Payroll Integration - Accounting Integration **Agentic AI - Professional Services Automation** - Adaptive Learning - Proactive Assistance **Additional Functionality** - Activity Dashboard - Gantt/Timeline View - Quotes/Estimates - Collaboration Tools - Customizable Fields - CRM - AI Copilot - Customizable Reports - Performance Metrics - Access Controls/Permissions - Billing & Invoicing - Approval Process Control - Reporting & Statistics - Project Templates - Task Scheduling - Real-Time Data - Document Storage - Drag & Drop ## Top CRMLeaf Alternatives - [Paylocity](https://www.g2.com/products/paylocity/reviews) - 4.4/5.0 (6,187 reviews) - [UKG Ready](https://www.g2.com/products/ukg-ready/reviews) - 4.4/5.0 (2,382 reviews) - [Keka](https://www.g2.com/products/keka/reviews) - 4.4/5.0 (2,155 reviews)