Don’t have time to read the full comparison? Here’s the cliff notes:
SalesPro beats SumoQuote because it has:
Trusted by Over 25,000 Users
Comparing SalesPro vs. SumoQuote
SalesPro
SumoQuote
Estimating and Proposals
Yes
Yes, with limitations.
Measurements
Yes
Yes
Payment Processing and Financing
Yes
No
Integrations and Offline Capabilities
Yes
Limited
Onboarding and Migration
Yes
Limited
Administrative Controls and Contract Guardrails
Yes
Limitations
Transparent Pricing
Yes
Yes
The competitive data presented on this page was gathered as of March 28, 2024, and may be subject to alterations or revisions.
Leap and SalesPro makes no guarantees regarding the comprehensiveness or precision of the details provided herein.
Actionable Reports
Gain a full understanding of your business operations with simple reporting in Leap. Get better insights into lead tracking, results routing, financial reporting, and production efficiency.
Utilize these actionable reports to identify trends in your workflow and costs. Next, create a culture of continuous improvement to enhance your strategies and day-to-day operations.
Perform detailed profit and loss analysis through sophisticated reporting.
Develop reports for your sales team, including close-rates and commission earned.
Explore custom reporting and export illuminating reports for further analysis.
Maintain Your Margins
Protect your margins at every step of every job. From prospect to project completion, manage the entire journey more efficiently to save your crew time and your business money.
Control discounts throughout the sales process and set up transparent employee timekeeping. Watch as Leap does the heavy lifting to protect your margins in real time.
Build in margins, taxes, and commissions directly into homeowner estimates.
Utilize measurement integration partners to create accurate client estimates.
Control discounts and pricing strategies that your sales reps can use in the field.
Simple Online Invoicing
Create professional and accurate invoices quickly with LeapPay. Customize your invoices to include business branding and the key details your customers need in each invoice.
Centralize all your invoices and easily access these documents for follow-up communications. No longer worry about outdated filing systems that can get lost or misplaced.
Create a cohesive brand experience by adding logos and your branding to invoices.
Keep payments securely within LeapPay by utilizing our built-in payment link.
See and manage outstanding homeowner invoices – all in one place.
Estimating and Proposals
SalesPro and SumoQuote both offer estimating and proposal development features. SalesPro, however, has a clear advantage over SumoQuote.
While SumoQuote makes attractive proposals, it has a limited range of administrative controls over the details of what is sold. SalesPro’s built-in if/then logic doesn’t allow sales reps to sell a project without all the components needed to complete it.
Measurements
SalesPro and SumoQuote both offer measurement integration capabilities, such as formulas for pulling in exact quantities needed for a project. However, SalesPro offers more measurement integration partners than SumoQuote, making it easier to work with the systems you already use.
Integrations and Offline Capabilities
SalesPro and SumoQuote offer integration capabilities with industry-leading software. SalesPro is proud to offer more integration partners than SumoQuote, covering your business’s full range of needs.
Our integration partners include CRMs, finance tools, digital signing, lending, and more. Additionally, unlike SumoQuote, SalesPro can work fully offline.
Payment Processing and Financing
SumoQuote cannot process payments, whereas SalesPro can accept keyed-in payments. Additionally, SalesPro has 11 more lending partners than SumoQuote, giving homeowners the lending options that best fit their lifestyle.
Onboarding and Migration
SumoQuote only offers onboarding packages for Enterprise accounts with over 50 users. Otherwise, users are required to self-onboard. SalesPro onboards all users to ensure the data is mapped correctly and your products are accurately entered into the system.
Administrative Controls and Contract Guardrails
SumoQuote claims they have administrative controls, but these don’t compare to what SalesPro offers. As price information is sourced from your pricing sheets (with almost no manual entry), you can rest assured that your margin is fully protected. Plus, each user account can be configured for as much and as little discounting capabilities as you see fit.
Transparent Pricing
SumoQuote claims they have administrative controls, but these don’t compare to what SalesPro offers. As price information is sourced from your pricing sheets (with almost no manual entry), you can rest assured that your margin is fully protected. Plus, each user account can be configured for as much and as little discounting capabilities as you see fit.
Leap and SumoQuote both provide transparent pricing. SumoQuote offers customers the choice between annual ($209 per month) and monthly billing ($239 per month) with no onboarding cost for five users. SalesPro is $297 with some onboarding fees for three users.
