Streamline Every Stage of Every Job with Production Automation
Production automation features within Leap CRM give your team the ability to automate project stage progression, task and email follow-ups, and stage locking to ensure no task is overlooked. Now you can have a crystal-clear picture of every job’s progress while preventing delays and miscommunication along the way.
Stage Progression Automation
Automate the ability to move jobs from one stage to the next when a lead becomes an appointment, a job, and so on.
Because your workflows in Leap CRM are completely custom, you can create the perfect workflow automation triggers that complement your processes. Plus, if you use Leap SalesPro with Leap CRM, resulting appointments and creating documents can move your jobs from stage to stage.
Stage Locking
Prevent moving from one stage to the next until every task is complete. This ensures that no task is overlooked, missed, or incomplete.
Follow-Up Automation
Automate task and email follow-ups as a job progresses to the next stage to ensure all stakeholders are up to speed.
See How Production Automation Works in Leap CRM
Watch the interactive demo below to see how Leap CRM automates the progression of each job from one critical stage to the next! This invaluable feature guarantees that you don’t miss a step or overlook important tasks from start to finish. Now you can create a stress-free journey for your customers that ensures everyone is on the same page and up to speed.
Key Benefits of Production Automation
Automate progression from one stage to the next for each job
Audit automation via the automation notification center on the dashboard
Stage locking to prevent incomplete, overlooked, or missed tasks
Automate task follow-ups as you move from one stage to the next
Automate email follow-ups so all stakeholders are on the same page
Track every job as it progresses from lead to appointment to job and so on
Gain more clarity into every job and reduce tedious job stage monitoring. Unlike many of Leap’s competitors, the new and improved production automation features come with Leap CRM at no additional cost. Get started with the power of Leap CRM today.
Gain More Visibility and Confidence in Every Job
Production automation doesn’t just save your team time and money from one job to the next. In fact, it’s an invaluable feature within Leap CRM that gives your team a clear view of each job as it progresses.
Ultimately, Leap CRM delivers straightforward and powerful workflow automation that makes it easy for you to see where your operations are performing well or falling behind. Now, you can make adjustments to your process and customize your workflows even further. This will give you more confidence in project management, eliminate unnecessary tasks, and protect your margins for each job.
Frequently Asked Questions
Leap CRM is built to help home improvement businesses of all sizes, from neighborhood contractors and family-owned businesses to national franchises.
Yes, Leap CRM gives you the ability to connect all your systems and processes with a wide range of partner integrations from industry-leading companies.
Leap CRM is available starting at $79 per month for the Essential plan. The Team plan starts at $298 per month. You can add additional users for $99 per month, per additional user. However, production automation features are not available in the Essential plan.
Yes, the experts at Leap provide fully customized onboarding to get your sales reps, office staff, and crews up to speed with Leap CRM. Additionally, Leap provides dedicated Pro Services and Customer Success teams to ensure you’re getting the most out of Leap’s production automation features and integrations.
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