Leap™ CRM is a comprehensive customer relationship management platform tailored for roofing, remodeling, and home improvement businesses. It offers fully customizable workflows, subcontractor and customer portals, powerful automation, and seamless integrations with industry-leading tools. Leap CRM helps contractors manage leads, schedule appointments, generate proposals, track production, and process payments—all from one centralized system. Designed to grow with your business, Leap CRM supports both sole proprietors and scaling teams. It simplifies operations, improves customer communication, and enhances profitability through intuitive tools and real-time visibility.

Features

• Customizable Workflows: Tailor processes to match your business operations.
• Subcontractor & Customer Portals: Provide project-specific access to relevant information.
• Lead Intake & Management: Organize and qualify leads with automated workflows.
• Scheduling: Schedule meetings with project details and map links.
• Estimates & Proposals: Create accurate digital estimates and convert them into signed proposals.
• Text Messaging: Communicate with customers and view full message history.
• Materials & Work Ordering: Generate orders and schedule deliveries via SRS Roof Hub integration.
• Production Planning: Assign crews and share job details including photos and work orders.
• Invoicing: Send branded invoices via email, text, or portal; accept debit, credit, ACH.
• LeapPay Integration: Secure, PCI-compliant payment processing with same-day payouts.
• Financing Options: Offer homeowner financing through GreenSky.
• Reporting & Analytics: View profit/loss analysis and financial summaries.
• Third-Party Integrations: Connect with QuickBooks, Angi, SRS, and more.
• Measurement Tools: Integrate with partners for accurate home measurements.
• Lead Generation: Access ready-to-buy homeowners via integrated partners.

Benefits

• Business Growth: Scales with your company, supporting both small and large teams.
• Efficiency & Automation: Reduces manual tasks and streamlines operations.
• Improved Customer Experience: Portals and messaging keep clients informed and engaged.
• Faster Payments: LeapPay ensures quick, secure transactions.
• Better Insights: Reporting tools help track profitability and performance.
• Seamless Integration: Works with popular industry tools for estimating, payments, and lead generation.
• Professional Appearance: Digital proposals and branded invoices enhance credibility.
• Flexible Plans: Options for sole proprietors and growing teams with scalable pricing.