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CrmLeaf

Scheduled · Week 5, 2027

PSA software for agencies: CRM, projects, time tracking and invoicing

Productivity, Project Management
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Scheduled launch

Goes live Week 5, 2027

February 1 - February 7, 2027 · Leaderboard opens Monday 00:00 UTC

Browse Week 5, 2027

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CrmLeaf - PSA software for agencies: CRM, projects, time tracking and invoicing
CrmLeaf - PSA software for agencies: CRM, projects, time tracking and invoicing

About CrmLeaf

CrmLeaf is a professional services automation (PSA) platform for agencies, consultancies and IT services firms that sell, deliver and bill client work. Instead of juggling separate tools for CRM, projects, timesheets and invoicing, teams run everything from one database. Track leads and deals, turn accepted quotes into projects, plan resources and see who is available or overloaded, and log time that flows straight into invoices. CrmLeaf supports hourly, fixed-price, retainer and milestone billing, syncs invoices to QuickBooks, and shows utilization and project profitability in real time. A built-in support desk and client portal keep client communication in one place. For technical teams there is a REST API, webhooks, Zapier (5,000+ apps) and an MCP server with 68 read-only tools, so AI assistants like Claude, ChatGPT, Cursor and VS Code can read live project, time and billing data. Mobile apps are available for Android and iOS. Free plan available; paid plans start at $9 per user per month with a 15-day free trial, no credit card required.

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Overview

Who is it for?

Agencies, consultancies and IT services firms

Problem

Service businesses juggle separate tools for CRM, projects, timesheets and invoicing, so billable hours slip through, resourcing is guesswork and project profitability is only known after the fact.

Solution

CrmLeaf puts CRM, projects, timesheets, resource planning and invoicing in one database. Accepted quotes become projects, logged time flows into invoices, and utilization and profitability are visible in real time.

What makes it unique

Built for professional services: hourly, retainer, fixed-price and milestone billing, QuickBooks sync, an MCP server for AI assistants, and a free plan.