linkedin

Get Free Advice

Get Quote

CRMLeaf logo
Gallery How CRMLeaf Simplifies Business Management and Drives Sales Success
CRMLeaf dashboard CRMLeaf Payroll CRMLeaf inventory
play How CRMLeaf Simplifies Business Management and Drives Sales Success
CRMLeaf dashboard
CRMLeaf Payroll
CRMLeaf inventory

CRMLeaf

Brand : CRMLeaf

FREE

Save Extra with 2 Offers

  • offer_icon Save upto 18%, Get GST Invoice on your business purchase |
  • offer_icon Buy Now & Pay Later, Check offer on payment page.

CRMLeaf helps businesses manage leads, sales, invoices, HR, and operations from a single dashboard. ...Read more

  • AdviceGet Instant Expert
    Advice
  • PaymentSafe & Secure
    Payment
  • GuaranteedAssured Best Price
    Guaranteed

CRMLeaf Software Pricing, Features & Reviews

What is CRMLeaf?

CRMLeaf is a cloud-based CRM software that helps small and medium businesses manage sales, leads, invoicing, HR, and other operations from a single dashboard.

It replaces multiple spreadsheets and apps with a unified system to track leads, deals, payments, and follow-ups in real time.

This CRM software streamlines everything from capturing leads to managing customer communications, all within one platform and one login.

Why Choose CRMLeaf CRM Software?

  • All-in-One Platform: Manage sales, leads, HR, invoicing, and operations from a single dashboard.
  • Cloud-Based Access: Access your CRM anytime, anywhere without installing software.
  • Real-Time Data Tracking: Monitor leads, deals, payments, and follow-ups in real time.
  • Visual Sales Pipeline: Track deals and opportunities visually for better decision-making.
  • Automated Reminders: Never miss a task or follow-up with automated notifications.
  • Lead Management: Capture, assign, and track leads efficiently to improve conversions.

Benefits of CRMLeaf Software

  • Improved Collaboration: With CRMleaf CRM software, team members can share updates, tasks, and notes seamlessly.
  • Time-Saving Automation: Automate repetitive tasks to focus on more strategic work.
  • Enhanced Customer Communication: This CRM software can help you to track emails, calls, and messages with customers in one place.
  • Data Security: Secure your business data with reliable cloud-based protection.

CRMLeaf Pricing

CRMLeaf is available for FREE on techjockey.com.The pricing model is based on different parameters, including extra features, deployment type, and the total number of users. For further queries related to the product, you can contact our product team and learn more about the pricing and offers.

CRMLeaf Pricing & Plans

CRMLeaf price is available on request

Looking for pricing details, customization requirements or have other queries? We are just a click away.

Get CRMLeaf Demo

We make it happen! Get your hands on the best solution based on your needs.

Interacted

CRMLeaf Features

Customer Data Management (CDM)

  • icon_check Contact Management Store and organize customer contacts efficiently.
  • icon_check Account Management Manage company accounts and associated contacts.
  • icon_check Customer Profiles Maintain detailed profiles with personal and business info
  • icon_check Contact Segmentation Group contacts based on behavior or demographics.
  • icon_check Activity History Track all interactions and activities with customers

Sales Management

  • icon_check Lead Management Capture, assign, and track leads effectively.
  • icon_check Contract Management Handle agreements and contracts within the system.
  • icon_check Order Management Manage customer orders from creation to fulfillment
  • icon_check Quote Management Generate and track quotes for potential deals.
  • icon_check Sales Forecasting Predict revenue and sales trends accurately
  • icon_check Deal Management Organize, prioritize, and manage deals, ensuring timely follow-up and closure.
  • icon_check Sales Automation Automate tasks like follow-up emails, lead assignment, and reminder notifications.
  • icon_check Workflow Automation and Management Automate repetitive tasks and workflows to improve sales team efficiency.
  • icon_check Opportunity & Pipeline Management Visualize and track deals through stages from lead generation to closing.
  • icon_check Territory Management Assign, monitor, and optimize sales territories to improve regional sales efforts.

Marketing Automation

  • icon_check Email Marketing Design and send targeted email campaigns.
  • icon_check Campaign Management Plan, execute, and track marketing campaigns
  • icon_check Lead Nurturing Automate follow-ups to convert leads into customers
  • icon_check Customer Journey Tracking Monitor interactions across touchpoints.
  • icon_check Customer Segmentation Target specific groups for personalized campaigns.
  • icon_check Event-Triggered Workflows Automate responses and actions based on customer behaviors (e.g., email opens, site visits).
  • icon_check Automated Campaigns Automatically trigger campaigns based on customer behavior, interests, or milestones.

Data Sourcing / Integrations

  • icon_check Social Media Integration Connect social channels for lead capture
  • icon_check Data Import/Export Easily import or export customer data.
  • icon_check API Access Integrate CRM with other software or apps.
  • icon_check Calendar Integration Sync tasks and meetings with calendars
  • icon_check Third Party Integrations Connect with external tools seamlessly.
  • icon_check Email Marketing Tools Integration Connect CRM with email platforms like Mailchimp or SendGrid for seamless campaigns.
  • icon_check Marketing Tools Integration Integrate with marketing platforms (e.g., Google Ads, HubSpot) to enhance campaign effectiveness.
  • icon_check eCommerce Integrations Sync CRM with eCommerce platforms like Shopify, WooCommerce for a unified customer experience.
  • icon_check Interactive Voice Response (IVR) Integration Integrate CRM with IVR systems to manage customer calls and enhance support.

Collaboration Tools

  • icon_check Team Communication Chat and collaborate within the platform
  • icon_check Task / Activity Management Assign and monitor tasks and activities
  • icon_check Document Sharing & File Storage Share files securely across teams.
  • icon_check Omnichannel Support & Engagement Provide consistent customer support across multiple channels, including email, chat, and social media.

Security & Compliance

  • icon_check Audit Trail Track all changes and user activity
  • icon_check Data Encryption Protect sensitive information from unauthorized access.
  • icon_check Role-Based Access Control (RBAC) Assign permissions based on roles.
  • icon_check GDPR & Data Privacy Ensure compliance with data protection regulations.
  • icon_check Backup & Disaster Recovery Ensure business continuity with secure backups and disaster recovery plans.

AI & Machine Learning

  • icon_check Lead Scoring Rank leads based on likelihood to convert.
  • icon_check Chatbots Automate customer interactions with AI bots
  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.

Reporting & Analytics

  • icon_check Real Time Analytics Access up-to-date data instantly.
  • icon_check Campaign Performance Measure effectiveness of marketing campaigns.
  • icon_check Custom Dashboards Build dashboards with metrics that matter.
  • icon_check Sales Performance Reports Track sales team performance and targets.
  • icon_check Customer Insights Understand customer behavior and preferences.
  • icon_check Forecasting & Trends Use historical data to forecast future sales and trends for improved business planning.
  • icon_check Performance Tracking Monitor team performance across various functions, tracking progress against KPIs.
  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.

Alerts & Notifications

  • icon_check Event-Triggered Notifications Receive alerts based on specific events
  • icon_check Custom Workflow Alerts Get notified about workflow progress or delays
  • icon_check Customer Interaction Alerts Stay updated on customer communications.
  • icon_check Workflow Trigger Alerts Alerts when workflow actions are triggered.
  • icon_check SLA Violations Notify when service level agreements are breached.
  • icon_check Lead Activity Alerts Get alerts when leads take important actions (e.g., filling out a form or making a purchase).
  • icon_check System Errors/Failures Receive immediate notifications for any system failures or errors for quick resolution.

CRMLeaf Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Integration:
  • Training:
  • Language:
  • Windows iOS Android MacOS
  • DesktopMobile
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Medium Business, Enterprises
  • Email, Live Chat, Forums
  • API Integration
  • Live Online, Documentation, Videos
  • English, français, Deutsche, Italiano, 日本人, 한국어, русский, Español

CRMLeaf Reviews and Ratings

banner

Would you like to review this product?

Submit Reviews

CRMLeaf Company Details

Brand Name CRMLeaf
Information CRMLeaf is an all-in-one CRM, HRMS, and finance platform with a built-in Solar CRM module—helping solar businesses and service companies automate sales, HR, billing, and project delivery.
Founded Year 2023
Director/Founders Priyabrata Gharai
Company Size 1-100 Employees

CRMLeaf FAQ

A CRMLeaf is available for FREE on techjockey.com.
A Yes, CRMLeaf offers an iOS and Android mobile app.
A CRMLeaf is compatible with Windows, macOS, Android, and iOS.
A Yes, CRMLeaf CRM software offers a free trial for new users.
A CRMLeaf centralizes customer, sales, and operational data to streamline business workflows.
A Small and medium businesses across industries use CRMLeaf for CRM and business management.
A Yes, CRMLeaf CRM software provides a free demo on request.
A CRMLeaf is not completely free, but trial/demo options are available.

CRMLeaf Alternatives

See All
Why Choose Techjockey?

Software icon representing 20,000+ Software Listed 20,000+ Software Listed

Price tag icon for best price guarantee Best Price Guaranteed

Expert consultation icon Free Expert Consultation

Happy customer icon representing 2 million+ customers 2M+ Happy Customers