Leaf CRM Unique Features

Customizable Sales Pipelines

Leaf CRM offers customizable sales pipeline stages for various industries, accommodating unique sales cycles and optimizing business performance.

Master Data Management

Leaf CRM’s Master Data feature consolidates all leads, eliminating duplicates, and promotes efficient lead reuse.

Instant New Lead Notifications

Leads are auto-consolidated and instantly assigned to salespeople based on rules, enabling prompt responses to new leads.

WhatsApp Messaging

Effortlessly respond to leads via WhatsApp without the need to save contacts. Tailor your communication with personalized messages, ensuring effective and efficient engagement with potential customers.

How Leaf CRM Benefits Your Team

Salesperson

Mobile & Web app

Mobile & Web app

Available on iOS, Android, Huawei, and web, offers sales teams flexible, convenient access to work.
Intuitive Design

Intuitive Design

Leaf CRM boasts an intuitive and user-friendly interface for efficient navigation and ease of use.
Document Sharing

Document Sharing

Effortlessly share documents like brochures and forms with clients from the app.
Away Mode

Away Mode

Going on vacation? Set yourself as “away” in Leaf CRM and no new leads will be assigned to you.
Kanban

Kanban

Empowers salespeople with Kanban-style lead management, ensuring simplicity and ease of use.
Instant Lead Notifications

Instant Lead Notifications

Receive real-time notifications for assigned leads and initiate immediate follow-ups.
Enhanced Security

Enhanced Security

Leaf CRM app ensures protection through Face ID and Touch ID authentication.
Stay Reminded

Stay Reminded

Never miss appointments or callbacks with timely reminders to keep you on track.
WhatsApp Messaging

WhatsApp Messaging

Easily send personalized WhatsApp messages without saving contacts beforehand.

Management

Salesperson performance

Salesperson performance

Real-time report helps management identify top performers and those needing improvement.
Lead Generation Performance

Lead Generation Performance

Enhance decision-making using real-time insights on lead generation performance, driving higher conversion rates.
Revoke Access

Revoke Access

Salesperson accounts can be easily revoked in Leaf CRM.

Marketer

Support Lead Sources

Multichannel Lead Capture Simplified

Leaf CRM supports Facebook lead form, TikTok instant form, Google lead form, WordPress forms, Excel, CSV

Web Form

Web Form

Easily create custom web forms and embed them into your website for a seamless lead capture.
No more lead download

No More Lead Download

Free up time by automating lead consolidation, and focus on generating quality lead.
Instant Lead Assign

Instant Lead Assign

Leads are instantly assigned to salespeople for rapid follow-up.
Master Lead

Master Lead

Consolidates all incoming leads from various sources, eliminating duplicates and providing a single, accurate data point for lead reuse

Lead Assignment Rule

Assign Lead with Rules

Automatically assigns leads to salespeople based on customized rules, ensuring optimal distribution and timely follow-ups.

Report

Report

In-depth reporting provides key insights for informed decision-making and performance optimization
ROAS

ROAS

Real-time ROAS insights, enabling informed decisions for advertising expenditure optimization.

We We Love Developer Developer

Webhook
Leaf webhook API allows you to integrate Leaf to other system. Leads can also be captured from your existing system / website and send to Leaf via the API.
Zapier

Zapier is an online automation tool that connects Leaf to
3000+ apps.

Slack
Integrate Leaf CRM into Slack seamlessly to receive real time updates and reports – so you’ll always know how your campaign is performing!