--- title: "CRMLeaf Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about CRMLeaf Software - reviews, pricing plans, popular comparisons to other Professional Services Automation products and more." source_url: "https://www.capterra.com/p/10030485/CRMLeaf/" page_type: "product" language: "en" publication_date: "2026-09-28" --- # CRMLeaf Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 28, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) CRMLeaf ## What is CRMLeaf? CRMLeaf is an all-in-one platform that combines CRM, HRMS, finance, and project management to help businesses grow faster. Its specialized Solar CRM module enables solar companies to streamline lead generation, automate rooftop mapping, schedule site visits, generate proposals, and track installations. CRMLeaf also features tools for attendance, payroll, invoices, budgets, and team collaboration—all accessible via mobile. Whether you're in solar, consulting, or manufacturing, CRMLeaf provides real-time visibility and automation across your entire business. Easy to scale, customizable, and affordable, it's your complete business backbone. ## What is CRMLeaf used for? [Time Tracking](https://www.capterra.com/time-tracking-software/)[Professional Services Automation](https://www.capterra.com/professional-services-automation-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $29 Flat Rate, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for CRMLeaf?[Manage this product listing](https://www.g2.com/products/crmleaf/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### CRMLeaf 0.0 VS. [4.6 (5,318)](https://www.capterra.com/p/153140/Connecteam/reviews/) Starting Price $29 Flat Rate, Per Month Starting Price $29 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.7 (5,318) Value For Money 0.0 (0) Value For Money 4.5 (5,075) Customer Service 0.0 (0) Customer Service 4.6 (5,089) ## CRMLeaf alternatives [4.3 (1,976)](https://www.capterra.com/p/86714/WebPay/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 87% of reviewers rated it above 4 stars Highest Rated [4.9 (4,885)](https://www.capterra.com/p/172127/Rippling/reviews/) Starting price $8.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.2 (2,080)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.6 (6,123)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars ## FAQs about CRMLeaf Overview ### What company size and specific industries is CRMLeaf built for? CRMLeaf is designed for small to mid-sized businesses, startups, and agencies that need lead management, sales pipeline tracking, and customer relationship automation. It fits organizations in service-based and growth-focused sectors that want a CRM suited to managing prospects, deals, and customer follow-up. Features and Usability ### What are the key features of CRMLeaf? CRMLeaf offers document management, contact management, lead capture, and sales pipeline management for tracking prospects and deals. It also includes employee management, onboarding, offboarding, HR management, time and attendance, payroll management, tax calculation, workflow automation, reporting and analytics, and activity dashboards. Pricing ### How much does it cost and what fees or limitations are included? CRMLeaf starts at $49 per month for the Premium Plan, which includes unlimited users, 5,000 contacts, and 10 GB storage. A free version and free trial are available. Pro Unlimited costs $99 per month, and Premium Unlimited costs $332 per month with unlimited contacts and 250 GB storage. Integrations ### Which third-party tools and platforms does CRMLeaf integrate with? CRMLeaf integrates with 9 third-party tools, including communication and scheduling platforms such as Slack, WhatsApp Business Suite, Google Calendar, Calendly, and ZooM, plus business apps like QuickBooks Online, Fireflies, Facebook Apps and Tabs, and Zapier for connecting to additional workflows. Getting Started and Support ### What training and onboarding options does CRMLeaf offer? CRMLeaf provides webinars and documentation to help teams get started. Webinars support guided, live instruction on product features and setup steps, while documentation offers written reference material for self-paced learning and later consultation. Getting Started and Support ### What customer support options does CRMLeaf offer? CRMLeaf provides FAQ/forum support, a knowledge base, phone support, and chat. With no reviewer feedback available on support experiences, no claims can be made about response speed, helpfulness, or common frustrations. The listed channels suggest multiple ways to find help and resolve questions. ## Features AI summary Based on 14,838 Professional Services Automation reviews According to Capterra reviewers, these are the CRM features buyers prioritize most when evaluating a solution: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) CRMLeaf includes other capabilities that Capterra reviewers also consider important, such as **Contact Management** (**44%**). This feature gives teams a central place to organize customer details, track interactions, and keep outreach efforts consistent, helping businesses maintain stronger relationships and manage day-to-day sales communication more effectively. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Document Management Store, manage, and track all electronic documents in a centralized location Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Employee Management Track employee schedules, availability, and performance across projects and tasks Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently CRMLeaf 11 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Document Management: Store, manage, and track all electronic documents in a centralized location - Employee Database: Electronic storage of staff/employee contact information and job status in a centralized repository - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Payroll Management: Manage employee salary processes, data, taxes, and records administration efficiently - Quotes/Estimates: Generate quotes or estimates for customers - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Task Management: Create, manage and track all task activities and progression - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/10030485/CRMLeaf/pricing/) Free Plan $0.00 It includes: - CRM & lead management - 10 deals - 10 proposals / estimations - 100 contacts Premium $29.00 Flat Rate,Per Month It includes: - Everything in Pro plan, plus: - Estimation - Resource Availability - Workload Visibility - Product as Service - Tickets Management - Ticket Form - Ticket Dashboard - Workflow Automation - Leave & Holiday Management - Attendance Management - User Attendance Portal - Custom SMTP - QuickBooks Integration - Slack Integration - Zapier Integration - Messages - Reports - MCP - API - Resource Dashboard - Performance Dashboard - Finance Dashboard - CXO Dashboard Pro $19.00 Flat Rate,Per Month It includes: - Everything in Basic Unlimited, plus - Invoice - Recurring Billing - Timesheet Invoice - Payment Reminder - Auto-draft Invoices - Expense Log & Approval - Expense Invoice - Multi-Currency Invoice - Receipt tracking - Payment Log - Credit notes - Margin report - Invoice Template - Contract Management - Unlimited Projects - Unlimited Milestone - Burndown Chart - Task Dependency - Project Roadmap - Milestone-based Invoice - Project Dashboard - Client Portal - Zoom Integration - Calendly Integration - RingCentral Integration Basic $9.00 Flat Rate,Per Month It includes: - Timer, Time Log & Timesheet - Timesheet Approval - Hourly Cost - Unlimited Task & Subtasks - Kanban Board - Unlimited Lead & Contacts - Unlimited Deal - Pipeline Management - Proposal Management - Proposal Template - Deal Task - Meeting - Google Calendar Integration - Follow-up Reminder - CRM Email Integration - Client Management - Quotation - Sale Order - Lead Form - Files - FireFiles Integration - User Roles & Permissions - CRM Dashboard ## Integrations [ Slack](https://www.capterra.com/p/135003/Slack/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Calendly](https://www.capterra.com/p/148036/Calendly/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Facebook Apps and Tabs](https://www.capterra.com/p/160208/Facebook-Apps-and-Tabs/)[ Fireflies](https://www.capterra.com/p/197037/Fireflies/)[ ZooM](https://www.capterra.com/p/172461/ZooM/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.