Essential functionalities of crm leaf

CRM Leaf is a complete business management solution designed to streamline operations, enhance team collaboration, and drive growth. Below is a breakdown of its core functionalities, each tailored to support essential areas of your business:

1. Customer Relationship Management (CRM)

CRM Leaf provides a robust suite of tools to manage the entire customer lifecycle—from lead generation to closing deals and beyond.

• Leads & Contacts: Capture, organize, and track potential customers and existing contacts in one place.
• Deals & Proposals: Monitor every stage of the sales funnel and generate professional proposals quickly.
• Sales & Clients: Track sales activities and manage client relationships for better engagement.
• Contracts & Estimates: Create and manage business contracts and send accurate estimates to clients.
• Orders, Invoices & Payments: Automate the order-to-payment process, generate invoices, and track payments.
• Credit Notes & Bank Account Integration: Handle refunds, credit notes, and link bank accounts for easy transaction management.

2. Work & Project Management

Manage team workloads and deliver projects on time with integrated task and time-tracking tools.

• Projects & Tasks: Plan projects, assign tasks, and monitor progress in real time.
• Timesheets: Log hours worked and generate time reports for better productivity tracking.
• Expenses: Record and control business expenses across departments.
• Tickets: Offer responsive customer support with a built-in ticketing system.

3. Inventory Management

CRM Leaf simplifies procurement and stock control with real-time inventory monitoring.

• Vendors & Products: Keep vendor details and product listings organized and accessible.
• Purchase Orders & Bills: Create, track, and manage purchase orders and related bills.
• Vendor Payments & Credits: Handle supplier payments and credit transactions efficiently.
• Inventory Tracking & Reports: Monitor stock levels in real time and generate inventory reports for better planning.

4. Human Resource Management System (HRMS)

Manage employee data, attendance, payroll, and HR tasks from one centralized system.

• Employees, Departments & Designations: Store detailed employee records and organize staff by department or role.
• Leaves, Attendance & Shift Rosters: Automate leave requests, track attendance, and manage employee schedules.
• Holidays & Notice Board: Set up holiday calendars and share announcements internally.
• Payroll & Salaries: Calculate salaries, manage payroll expenses, and handle overtime requests.
• Appreciation & Assets: Recognize employee achievements and manage company assets.
• HR Reports: Generate reports for HR insights and compliance.

5. Recruitment Management

Streamline the hiring process from job posting to onboarding.

• Jobs & Applications: Post openings and track candidate applications efficiently.
• Interview Scheduling & Offer Letters: Schedule interviews and send offer letters directly from the system.
• Skills & Candidate Database: Maintain a searchable database of candidates and their skillsets.
• Career Site Integration: Link job postings to your career site for direct application intake.
• Recruitment Reports: Analyze recruitment performance and hiring trends.

6. Reporting & Analytics

Make informed decisions with detailed reports across all business functions.

• Task & Time Log Reports: Track productivity and project timelines.
• Finance Reports: View cash flow, expenses, and profitability.
• Income vs Expense Analysis: Compare earnings against spending in real time.
• Leave & Attendance Reports: Monitor employee availability and punctuality.
• Expense, Deal & Sales Reports: Understand spending, deal progress, and overall sales performance.