CrmLeaf

CrmLeaf: Unified PSA Platform

CrmLeaf is a Professional Services Automation (PSA) platform designed to replace fragmented tool stacks with a single connected system, covering the entire service business workflow from quote to cash.

Key Features

• Time Tracking: One-click timers that automatically tag hours to projects and clients, with manager approval before billing
• Project Management: Kanban boards, sprints, milestones, and workload views across teams
• Resource Planning: See who's available, overloaded, or has the right skills before staffing projects
• Invoicing & Billing: Support for hourly retainers, fixed-price projects, and mixed billing models; integrates with QuickBooks
• CRM & Sales Pipeline: Visual pipeline from first contact to signed contract with automatic follow-up reminders
• Expense Management: Capture receipts from the field and tie them to the right job
• Reporting & Analytics: Live dashboards showing revenue, margin, utilization, and project timelines
• AI Assistant: Ask for status updates, time summaries, and client-ready reports in plain English; flags at-risk budgets
• MCP Integration: Connect CrmLeaf to Claude, ChatGPT, and other AI tools via Model Context Protocol
• Open Source: MIT-licensed self-hosted tools for invoicing, purchase orders, and payroll

Use Cases

• Software and agency teams replacing Jira, Trello, or Asana with an all-in-one solution
• Distributed teams across time zones needing cloud-based time tracking and project status
• Billing scenarios: hourly retainers vs. fixed-price projects with margin tracking
• Teams wanting to avoid paying for and syncing separate PM, CRM, and billing tools
• Professional services firms (IT, consulting, marketing agencies, architecture, engineering, accounting) needing unified management

CrmLeaf adapts to existing workflows rather than forcing process changes. Setup and data migration take minutes, and free migration and onboarding are included.