Manage Your Business, Your Way
We know that roofing and remodeling companies are not cookie cutter. With Leap™ CRM, you get a CRM that helps you manage and grow your business on your terms.
Are you a sole proprietor? Start a Leap Essential 14-day free trial
We Do Everything Our Competitors Do, Just Better
Customizable
Workflows
Other CRMs force you into their workflow – We don’t. With Leap CRM, you have fully customizable workflows that match the way you do business.
Subcontractor and Customer Portals
Give your subcontractors and customers all the info they need without getting bogged down in the unnecessary details with our custom portals.
Best-in-Class
Reporting
Get better insights into lead tracking, financial reporting, and production efficiency.
Killer Integrations
Stay connected with best-in-class integration partners, like Quickbooks, SRS, Angi, and more.
Powerful
Automations
Say goodbye to repetitive tasks and get more done with Leap CRM’s simple workflow automations.
Oh, and We Do Everything Everyone Else Does Too
Lead Intake
Organize and qualify your leads as soon as they come in. Use Leap’s workflow automation to send an initial email and create internal tasks.
Scheduling
Schedule sales meetings with relevant information like homeowner address, a map link, and the lead’s project details attached to the calendar invite
Estimates & Proposals
Quickly create an accurate digital estimate with taxes, commissions, overhead, and other margins built in. Turn estimates into custom digital proposals which can be accepted and signed by the homeowner.
Text Messaging
Read and reply to customer text messages directly in Leap CRM. See full message history, so you’re always up-to-date, no matter where you are.
Materials and Work Ordering
Use the proposal to create material and work orders. Use the SRS Roof Hub integration to order materials and schedule delivery right to the job site.
Production Planning
Schedule crews and provide them with the relevant information needed to do their job – such as photos, work orders, and material orders.
Subcontractor Management
Hire subcontractors, and keep them in the loop with their own project-specific portal that only has the info they need to get the job done.
Homeowner Updates
Keep homeowners informed on every step of the project with their dedicated portal, which includes work schedules, proposals, photos, invoices, and billing information.
Invoicing
Send modern and branded invoices directly to customers via email, text, or post directly to the homeowner portal. Accept debit, credit cards, or ACH.
Lending and Payments
Get paid faster with Leap Pay, Encrypted and PCI compliant, you can collect credit/debit card and ACH payments in person or remotely with same-day transaction payouts. Plus, offer homeowners financing through GreenSky right from Leap CRM, streamlining the payment process and helping you close more deals.
Reporting
See a profit/loss analysis to understand how much money you’re spending and how much you’re keeping on each job.
Blah Blah Blah…
You get the picture. We do everything everyone else does – We just do it better.
Leap Pay: Simplify Payments and Get Paid Faster
Leap Pay streamlines your payment process, allowing you to accept payments in-person or remotely, all within the same platform. With no monthly fees, Leap Pay helps improve cash flow, reduce administrative work, and provide a seamless payment experience for both contractors and customers. Get paid faster, track payments effortlessly, and manage everything with ease – all integrated directly and included for free in your Leap SalesPro and Leap CRM subscription.
Learn more about Leap Pay
Ready to Bring It All Together?
Compare Plans
See an in-depth breakdown of how Essential and Team’s features stack up.
| Essential | Team | |
|---|---|---|
| Included Users | 1 | 1 |
| Additional Users (Monthly) | N/A | $99 |
| Onboarding Fee (One-Time) | N/A | Contact Sales |
| Customer Support | Phone/Chat | |
| Digital Signatures | 5 | Unlimited |
| Digital Estimates & Proposals |  | |
| Lead & Customer Management | | |
| Appointment Calendar | | |
| Workflow Automations | | |
| Production Automations | | |
| Production Management | | |
| Material & Labor Price Library | | |
| Customer & Subcontractor Portal | | |
| Invoicing | | |
| Financial Summary | | |
| Reporting | | |
| Leap Pay | | |
| Third-party Integrations | | |
| Text Messaging | |
We Integrate with Everybody
Supplier & Materials
Simplify your estimating, ordering, and
delivery of materials with the power of
supplier integrations in Leap CRM. With accurate, up-to-date pricing and inventory directly from the supplier, everything you need to streamline your ordering process is right at your fingertips.
Measurements
Before your team leaves the office, get accurate measurements of the customer’s home, thanks to our measurement integrations. With quick turnaround times and affordable prices, Leap CRM’s measurement partners help you come prepared to close the deal in one meeting.
Lead Generation
Never go hunting for targeted leads again. Through the power of our lead generation partners and Leap CRM, you get access to homeowners ready to buy right at your fingertips. All the information you need to close the deal is automatically passed from the partner directly into Leap CRM.
“Leap helped us create a better company, with better systems, that were better for our customers.”
Carnie Fryfogle III
CEO, CR3 American Exteriors
Top Questions for Leap CRM
Yes. Leap CRM integrates with many tools contractors already use to run their business, including ABC Supply, SRS Roof Hub, QXO, Eagleview, Hover, CompanyCam, Angi Leads, and more.
This includes integrations with accounting platforms, measurement tools, financing providers, sales tools, and other contractor software. These integrations help keep data consistent across systems so teams can manage leads, jobs, and business information in one place.
You can view the full list of integrations here.
Leap CRM is available on desktop, Android, and iOS devices, allowing your team to access leads, customer information, and sales activity from the office or the field.
When you sign up, you’re assigned a dedicated onboarding rep who works with you to get your account configured and running on your first real job. A guided setup walks you through each step, from workflow stages and team setup to your first job in the field.
If questions come up after onboarding, Leap CRM’s support team is available to help you keep moving.
Leap CRM helps home improvement contractors manage the entire job lifecycle in one system. Contractors can track leads, sales activity, job progress, and business performance so they always know where every job stands.
Leap CRM also includes mobile access, allowing teams to view and update job information from the office or the field.
The platform is built specifically for home improvement contractors, including roofing, gutters, windows and doors, siding, decking, and kitchen and bath, so it supports the workflows these businesses use every day.
Leap CRM is designed to help contractors get up and running quickly.
Leap provides guided onboarding, data migration support, and training to help teams adopt the system with confidence. During onboarding, the Leap team works with you to configure your system, import important data, and ensure your staff understands how to use the platform.
After launch, contractors continue to receive support from customer success and support teams.
Leap CRM helps contractors reduce manual work and gain better visibility into their business.
By organizing leads, jobs, and project information in one system, teams can stay aligned and prevent important tasks from slipping through the cracks. Leap CRM also provides reporting and insights that help contractors track performance and make more informed business decisions.
Yes. Leap CRM connects with several lead sources so new leads flow directly into your account without manual entry.
There are three ways to bring leads in:
Website form: Install the Leap CRM plugin on your WordPress site and leads from your contact form flow in automatically.
Zapier: Connect Leap CRM to your existing marketing tools and lead sources through Zapier.
Partner integrations: Leap CRM connects directly with Angi Leads, Lead Symphony, and Get the Referral.
Your dedicated onboarding rep will help you get your existing data into Leap CRM as part of the setup process. They’ll walk you through what can be migrated and how to prepare your files.
Leap CRM and Leap SalesPro support different parts of the contractor workflow.
Leap SalesPro is designed for the in-home sales process. Sales reps use it to build estimates, present proposals, offer financing options, and capture signed agreements during customer appointments.
Leap CRM helps contractors manage leads, track jobs, monitor project progress, and run their day-to-day operations.
Many contractors use both tools together to manage the full process from the first lead through the completed job.
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Questions? We’ve Got Answers
Leap is built to grow alongside your business. Let’s determine the right plan that fits your specific goals and needs. With Leap, you can get all the help you need because you have a trusted partner who will get to know your business, respond to your feedback, and make your success our priority.