Built for sales and marketing teams
From managing campaigns and tracking performance to following up with leads every day, Leaf CRM captures and assigns leads to your sales team automatically, enabling faster follow-ups so every interaction turns into measurable results.
Marketing & Sales Manager
Stop guessing where your leads are going
Leaf CRM shows how every lead moves from source to conversion, so you know what’s working and where to focus.
View campaign ROAS in real-time across campaign
Track which ad channel, campaign, or form each lead came from
Monitor follow-up speed and conversion rate per salesperson
Respond faster and close more sales
Leaf CRM helps you stay consistent with follow-ups and keep full visibility on every deal so you can close more sales.
Get notified instantly when a new lead is assigned to you
Call and update lead activities directly from Leaf CRM mobile app
Scan your pipeline in seconds and see where every deal stands
Salesperson
What does each role see in Leaf CRM?
Each role sees a tailored view based on their responsibilities. Salespeople manage their own leads, and managers track team performance and pipelines.
Marketing and Sales ManagerFull campaign and team performance Campaign performance dashboardSee leads, spend, and ROAS by campaign and ad source in real time Team performance overviewTrack response time, follow-ups, and conversion rate across all salespeople Lead routing & assignment rulesConfigure how leads are distributed to salesperson via round robin or custom conditions Lead source managementConnect and manage ad channels and lead forms from one place Report exportsDownload lead and performance data as CSV or Excel any time |
SalespersonPersonal lead dashboard and activity Instant lead notificationsGet notified the moment a new lead is assigned via mobile and email Lead DashboardSee only the leads assigned to you with simple Kanban style view Follow-up remindersSet reminders on any lead so you never forget to follow up Sales pipeline viewMove leads through your pipeline stages from first contact to closed deal Call logs & notesLog every interaction directly from the mobile app with no laptop needed |
Trusted by businesses across Malaysia
“I no longer have to worry about missing any leads because everything is tracked properly in Leaf CRM. Our consultants finds it easier to check and contact leads using Leaf CRM.”
Amber
Senior Manager of Marketing, Recruitment, and Communication
< 1 hour
Lead follow up rate decreased from days to hours
100%
Lead captured from ads
18.2s
Average minimum time taken to contact new leads
“We can finally see every lead’s progress clearly. Our sales agents follow up faster, missed leads have dropped, and we can finally reduce all our manual tasks.”
Zana Yahya
Business Development Manager
100%
Leads captured and followed up
30 sec
on average time taken to contact new leads
Full Visibility
on salesperson and campaign performance
Start free. Upgrade as you grow.
Most Popular
Unlimited pro features for growing sales teams and marketers.
Most Popular
USD190
**Renews at USD228/year.
Unlimited pro features for growing sales teams and marketers.
Frequently asked questions
Can a salesperson see other salesperson's leads?
No. Salespeople only see the leads assigned to them. However, if your team is structured into multiple teams with team leaders, each team leader can only see leads within their own team, while managers and admins have full visibility across all teams.
Can a manager set up lead routing without IT involvement?
Yes. Lead routing rules are configured directly inside a campaign you created. As long as managers have an admin account, they can set up round-robin assignment, rules by campaign, or manual assignment in minutes.
Does the salesperson need a laptop to use Leaf CRM?
No. While salespeople can use Leaf CRM on a laptop, it is recommended to use the mobile app for day-to-day work. They can receive leads, log calls, update statuses, and set follow-up reminders directly from their phone, making it ideal for on-the-go sales.
Can I give my marketing vendor access without showing them everything?
Yes. Pro and Enterprise plans include a free Marketer account with limited-access login designed for your external marketing vendor or agency. They can assist with campaign setup, including lead source integration and reporting.
What reports does a manager get out of the box?
Managers get real-time ROAS by campaign, salesperson performance tracking such as response time, follow-ups, and conversions, lead source breakdowns, and full data exports as CSV or Excel. Pro and Enterprise plans also include a Report Builder that lets you choose the metrics you need and create your own reporting view.
Can I have both a manager and salesperson account under the same plan?
Yes. All plans support multiple users with different access levels. The Starter plan supports up to 3 team members, Pro up to 20, and Enterprise is unlimited — so you can mix roles freely within your team size.
Do I need IT support to set the account for my organisation?
No. Leaf CRM is easy to set up. You’ll get an onboarding demo to guide you through the basics, and our Help Centre is available if you need step-by-step guidance. For Enterprise plans, a dedicated Success Manager will support you with personalised onboarding.
Can I upgrade my plan later — from Free to Pro, or Pro to Enterprise?
Yes, you can upgrade at any time without losing your data or settings. Your existing leads, assignments, team members, and history carry over seamlessly when you move between plans. To upgrade to Enterprise, feel free to reach out to us!
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