Spring 2025 Release Roundup
Get Ready for Spring with Powerful New Updates from Leap
As we head into the busy season, we’re rolling out a fresh wave of product updates designed to help you move faster, stay organized, and get paid easier. From smart production automation in Leap CRM to streamlined material management and powerful new payment features in LeapPay, these updates are built to keep your business ahead of the curve. Plus, we’ve made room to prioritize what matters most—so you can focus on winning jobs and delivering top-notch work this season.
Leap SalesPro
Leap SalesPro just got even more powerful. From automated document workflows to integrated payments and financing,
this quarters product roundup features are designed to save time, reduce errors, and help you close more jobs faster.
Document Linking & Linked Fields Manager
Tired of wasting time re-entering data? With Leap SalesPro’s Document Linking, your job data is no longer locked within individual documents. Enter job details once, and they flow seamlessly across estimates, proposals, contracts, and beyond- eliminating duplicate work and costly mistakes.
- Document Linking turns every document into a dynamic, living resource.
- Whether you’re generating accurate proposals, creating contracts, or preparing material orders and inspection forms, your data stays consistent and accurate.
- See full FAQs here.
Collect Payments Seamlessly from SalesPro
Run, manage, and track payments right from the SalesPro app and dashboard. From adding payment methods to issuing refunds and voids, Leap Pay is built to work the way your team does.
- Add credit/debit or ACH details from the SalesPro dashoard
- Void or refund transactions in just a few clicks
- Manage payments across multiple Leap Pay offices
Easier Financing, Happier Homeowners
Leap’s Universal Credit Application makes financing
frictionless. Submit one form to multiple lenders, reduce declines, and keep every application organized with the built-in pipeline view.
- Universal Credit Application: One form, multiple lenders
- Application Pipeline: Track every credit application in real time
Leap CRM
From automation to ordering to payments, Leap CRM is helping contractors streamline operations from lead to job complete. This quarter’s roundup of product updates spotlight powerful enhancements to workflow automation, supplier ordering, and data visibility — designed to reduce manual effort, improve accuracy, and drive better decision making across your business.
Automate Job Stages, Tasks, and Email Notifications
Save time and reduce team workload by setting up workflow
stages in Leap Team CRM. Increase your job’s accuracy,
minimize busywork, and ensure your team’s compliance so
you’re all working towards the same goal at the same time.
- Automated Stage Progression: Set your triggers in your workflow editor and have jobs move instantly when those actions are performed in Leap CRM.
- Automation Notification Center: Notify owners and admins what automation activities need attention (like firing tasks and emails) from one spot.
Order Materials with Beacon, SRS Distribution, and ABC Supply
Order from your favorite material suppliers through your
favorite CRM–no multiple log-ins required. Use live material availability and pricing to build to-the-second accurate estimates, proposals, material lists, and order forms. Save time and stop under bidding jos.
- Connect to Material Supplier: Generate connected estimate worksheets, documents (i.e. proposals), and materials lists and enjoy live availability and pricing branch.
- Import supplier templates as macros in Leap CRM for quick, accurate ordering.
Get a Better Picture of Your Data with DataBuilder
Leap CRM’s DataBuilder is a tool that allows you to make
unlimited custom reports based on over 500 data points
collected in Leap CRM. Get a better understanding of how
your business works using DataBuilder.
- Use Pre-Made Report Templates: Use commonly used report templates like Sales Rep Performance, Job Financials, Invoice Report, and so many more.
- Build Custom Reports: Need a specific report run? Drag and drop your data points into DataBuilder to get keen insight into your data. These reports refresh hourly so that your reports are always up-to date.
- Analyze Your Data: Keep an eye on your data in DataBuilder or export it into your favorite data visualization tool to expand your analysis.
Take Control of Your Payments
Leap Pay in Leap CRM gives you advanced payment tools built directly into your workflow. Save on processing fees, automate back-office tasks, and support multi-office setups – all from one place.
- Fee Pass-Through: Pass processing fees to homeowners
- Void & Refund: Manage transactions without leaving CRM
- Multi-Division Support: Set up separate LeapPay accounts for each office
Get Paid Faster
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