CrmLeaf

Professional Services Automation (PSA) software for service businesses - quote-to-cash, resourcing, and billing in one connected platform.

Project ManagementLaunched Nov 2026

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The story

CrmLeaf is a Professional Services Automation platform built to manage your entire service business from quotes and projects to time, resources, billing, and support desk all in one system. The platform unifies time tracking, project management, resource planning, CRM, invoicing, and support ticketing without requiring separate tools. Starting at $9 per user per month, CrmLeaf helps service teams track billable hours, manage client projects, and convert approved time into invoices automatically.

Overview

CrmLeaf is a unified Professional Services Automation platform designed for service-based businesses that need to manage the complete lifecycle from initial quotes through project delivery to final billing. The platform consolidates time tracking, project management, resource planning, CRM, invoicing, and support ticketing into a single system, eliminating the need for multiple disconnected tools. Built for teams that bill by the hour or fixed-price, CrmLeaf automatically tags logged time to projects and clients, rolls hours into invoices, and provides real-time visibility into project budgets, margins, and team utilization. The platform includes an AI assistant that drafts emails, predicts lead scores, flags at-risk budgets, and integrates with Claude and ChatGPT via MCP protocol, allowing external AI tools to query live project and billing data directly.

Key features

One-Click Time Tracking

Timers automatically tag hours to the correct project and client, eliminating manual timesheet reconstruction and enabling approval workflows before billing.

Integrated Project Management

Kanban boards, sprints, and milestones keep client projects and internal work organized with team workload visibility and client-ready status views.

Automated Invoicing

Approved hours and expenses flow directly into client invoices with support for hourly retainers, fixed-price milestones, and mixed billing models.

Resource and Capacity Planning

See team availability, identify overbooked resources, and match skills to upcoming projects before staffing decisions.

Built-in AI Assistant

Ask for status updates, time summaries, and client reports in plain English; AI flags at-risk budgets and suggests task assignments.

Open API and Webhooks

Pull time, project, and billing data into external tools via REST API or trigger actions with webhooks when timers stop or invoices are sent.

Use cases

1
Service Agencies
Manage multiple client projects, track billable hours accurately, and invoice based on actual time logged without manual reconciliation.
2
Consulting Firms
Handle retainer renewals, proposal pipelines, and fixed-price engagements while maintaining visibility into project margins and team utilization.
3
Software Development Teams
Combine sprint planning with time tracking and billing to ship client work on schedule while understanding true project profitability.
4
Construction and Manufacturing
Track labor costs, manage resource allocation across jobs, and invoice milestones with integrated expense capture from the field.

FAQ

How does CrmLeaf differ from buying separate time tracking, project management, and billing tools?

CrmLeaf unifies all core PSA functions in one platform from day one, eliminating data sync issues, duplicate entry, and the complexity of managing multiple subscriptions. Setup takes minutes instead of months, and pricing is transparent at one per-user rate.

Can I integrate CrmLeaf with tools my team already uses?

Yes. CrmLeaf offers a full REST API, webhooks, and MCP support so you can pull data into external tools or let AI assistants like Claude query live project and billing data directly without exports.

How does time tracking work in CrmLeaf?

Team members click a one-button timer when they start work; the system automatically tags hours to the correct project and client. Managers approve time before it reaches an invoice, and hours roll up for utilization reporting.

Does CrmLeaf support different billing models?

Yes. CrmLeaf handles hourly retainers, fixed-price milestones, and mixed billing. Approved time and expenses flow straight into invoices, and the system prevents double-billing on milestone-based projects.

What does the AI assistant do?

The built-in AI drafts emails, predicts lead scores, flags at-risk budgets and timelines, suggests task assignments, and generates status reports and time summaries in plain English.