Leap CRM

By audience

Business Development

• BD teams use Leap CRM to capture inbound leads from Angi, web forms, and referrals, auto-assigning them to reps with triggered follow-up sequences to maximize conversion.
• Good/Better/Best proposal pricing with e-signature allows BD reps to close at the kitchen table without returning to the office, accelerating the sales cycle.
• Proposal analytics and profit/loss reporting give BD leadership visibility into win rates, margin performance, and revenue trends by trade division.

General Contracting

• GC teams manage the full job pipeline — from estimate to closeout — within one platform, eliminating manual handoffs between sales and production.
• Subcontractor portals give subs scoped access to job details, work orders, and schedules without exposing the full project database.
• Direct materials ordering from ABC Supply, SRS Distribution, and QXO with live pricing eliminates double-entry and reduces procurement errors.

Specialty Contracting

• Roofing, siding, window/door, and other specialty contractors use Leap CRM to standardize multi-division workflows without platform switching.
• Measurement integrations with EagleView, HOVER, and GAF QuickMeasure pull aerial measurements directly into estimates, reducing site visit requirements.
• Leap Pay enables specialty contractors to collect credit, debit, and ACH payments in-person or remotely with same-day payouts and no monthly fees.

By phase

Pre-Construction

• During pre-construction, Leap CRM captures and qualifies leads, generates digital estimates with live supplier pricing, and converts proposals to signed contracts — all in a single workflow.
• Sales reps use SalesPro offline app to present estimates and collect signatures at the homeowner's home without requiring internet connectivity.

Construction

• During construction, Leap CRM manages crew scheduling, material orders, subcontractor coordination, and job costing via production dashboards and custom workflow stages.
• Progress photos, work orders, and job documentation flow through the homeowner portal and subcontractor portal, keeping all parties aligned throughout delivery.