As the home improvement industry shifts, contractors face more uncertainty, especially when it comes to technology and data. With so many platforms collecting and monetizing information, it’s never been more important to understand how your CRM handles your data, and how to stay in control.
In our webinar, three experts from Leap — Mike Ippoliti, Strategic Implementation Team Lead; Jon Marigliano, National Sales Manager; and Bill Parker, CTO — broke down what makes a CRM secure and contractor-focused, and how Leap CRM is built to protect your business from the ground up. Check out the recording or continue reading to hear what they had to say.
Data Is Power — and Risk
Every day, contractors deal with sensitive data. That includes pricing from suppliers, homeowner details, labor costs, and other business-critical information. In today’s digital world, data is a form of currency. It is also a major liability if not properly secured.
Data breaches and unauthorized access can lead to damaged reputations, lost customer trust, and legal consequences. Many contractors are now moving away from outdated systems and embracing digital tools. With that shift comes the need for strong safeguards to protect both the business and the homeowner.
Your Data Stays Yours
Leap CRM is designed to give contractors full control over their data. Your information belongs to you. We do not sell or share it with third parties, and your data is not used for outside marketing or advertising purposes.
You can:
- Control who in your company has access to specific data
- Prevent employees from downloading or exporting customer lists
- Restore deleted information with full transparency on who deleted it and when
“So that’s a really unique thing about Leap — we don’t have set permissions or set types of users. Every single one of your users, you can customize the permissions on,” said Jon Marigliano during the live demo.
Only company admins can export sensitive data, and all user activity is recorded so you can monitor changes in real time. This helps prevent situations where an employee might try to take job details or customer information to a competing business.
The same rules apply to subcontractors. Leap offers a free sub-portal where you decide whether to share customer details with your crews. It is all up to you.
Customized Workflows Built for Your Team
One of the most overlooked risks in adopting a CRM is being locked into rigid workflows that don’t reflect how your business actually operates. Leap was built with flexibility in mind. You can create workflows that match your operations. Whether you run multiple divisions, manage sales and production separately, or build different processes for insurance, retail, or new construction, Leap adapts to your needs.
You can assign permissions to users by division, job type, or individual role. This ensures team members only see what is relevant to them and nothing more. For companies expanding into new markets or adding staff, this flexibility is essential.
Security That Extends to Every Vendor
Leap CRM is built to protect your data from the ground up. Whether you’re sharing a payment link with a customer or managing thousands of jobs across divisions, everything is designed to be secure and easy to use.
In a live demo, Jon showed how customers can quickly access invoices, make payments through Leap Pay, or apply for financing using our direct GreenSky integration. There’s no portal or login required, just a secure, branded web link.
Making things easier for the customer shouldn’t come at the cost of security. That’s where Leap takes a different approach.
“So above all else, data security is job one,” said Bill Parker, Leap’s CTO. “We only send the minimum amount of information necessary to fulfill the request. And we also ensure that the agreements we have in place protect any information vendors gather from being used. That data does not belong to them. It can only be used to fulfill the transaction at hand.”
Built for Contractors, Not Investors
Unlike other CRM platforms that are part of large software portfolios, Leap is purpose-built for the contracting industry. Our focus is on helping contractors succeed with tools designed specifically for their business challenges. That includes AI features for automation, pricing updates, customer communication, and reporting.
“We have an AI policy,” said Bill. “We were one of the first to put that out there and we adhere to this very strictly, where no data that we use with AI to fulfill requests… can be used for training and somehow make its way into a model that extends beyond our application”
If you ever leave Leap, your data is still protected. We do not use it, sell it, or repurpose it. Your account remains secure and dormant unless you ask us to delete it or choose to return to using Leap. If you come back, all your information is waiting for you.
You can also request full removal of your data at any time. It is your business, and your data should always be in your hands.
See Leap in Action
If you are evaluating CRM platforms and want a system that puts security and control first, Leap CRM is built for you. Watch the full webinar to hear from our team, see the product in action, and learn how to stay ahead of risks by choosing a platform that is as serious about your data as you are.
Don’t leave your business data vulnerable. Choose a CRM built with contractors in mind. Book a demo to learn how Leap CRM can help you secure your data and streamline your operations.
