About 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.

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Pricing

Free Trial Available
Offers Free-forever plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

97%
Reviews

60%
Momentum

60%
Popularity

60%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)
Desktop App (Windows)

Organization Types Supported

All (Small, Medium, Large)
Individuals

API Support

Available

Modes of Support

24/7 (Live rep), Online

CRMLeaf Features

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CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

97%

Unique Features

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

Customization

Helps to customize the system for use in industry-specific use cases

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Standard Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Referral Tracking

Track and manage your referred customers.

CRMLeaf Pricing

Free Trial

Available

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription )

Pricing Plans

Free Plan Free

Features

1 User
Leads & Contact Management
Task Tracking & Timesheets
Employee Directory
Basic Attendance & Leave
Internal Messaging & Events
Dashboard (Basic View)
Access for up to 3 users
Access for up to 3 users
500MB Storage

Standard Plan Others

₹599 per User per Month

Features

Min 5 Users
Includes features of Free plan, plus
Shift & Roster Management
Proposals, Estimates, Invoices & Payments
Tickets, Notice Board, Knowledge Base
Assets & Payroll Processing
Vendor & Purchase Order Management
Recruitment with Career Site & Interviews
Inventory Control
Advanced Reports (Sales, HR, Finance, Tasks)

Professional Plan Others

₹799 per User per Month

Features

Min 10 Users
Includes features of Free Plan, plus
Shift & Roster Management
Proposals, Estimates, Invoices & Payments
Tickets, Notice Board, Knowledge Base
Assets & Payroll Processing
Vendor & Purchase Order Management
Recruitment with Career Site & Interviews
Inventory Control
Advanced Reports (Sales, HR, Finance, Tasks)

Premium Plan Others

₹1299 per User per Month

Features

Min 15 Users
Includes features of Free Plan, plus
Shift & Roster Management
Proposals, Estimates, Invoices & Payments
Tickets, Notice Board, Knowledge Base
Assets & Payroll Processing
Vendor & Purchase Order Management
Recruitment with Career Site & Interviews
Inventory Control
Advanced Reports (Sales, HR, Finance, Tasks)

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Disclaimer: The pricing details were last updated on 26/06/2025 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about CRMLeaf Pricing