I. Introduction: A Leap Forward for Your Business
Navigating the world of business software can be challenging, especially when a company’s name is shared by different businesses in different industries. This is the case with Leap, a platform that has become a powerful tool for contractors. While other companies named Leap focus on legal services, event technology, or retail, this report is a detailed look at the software platform built specifically for the home improvement and contracting industries. This particular company, founded by Steve Stencil, provides a comprehensive set of tools to help professional contractors manage and grow their businesses.
What is Leap CRM and Who Is It For?
Leap CRM is a software platform designed to simplify the daily work of professional contractors. It helps businesses move away from messy whiteboards, piles of paperwork, and confusing spreadsheets. Instead, it brings everything into one central, easy-to-use system. The platform is built for a wide range of industries, including roofing, exterior work, siding, painting, decking, plumbing, windows, doors, remodeling, and more.
Its main purpose is to help contractors handle every step of a job, from the moment a lead comes in to the final payment. The platform’s creators state that it helps home improvement businesses win more jobs, operate more efficiently, and become more profitable.
Understanding the Leap Ecosystem: The Story of Two Products
To fully understand Leap, it is important to know its recent history. The company that developed Leap, LLC, acquired a company called JobProgress in March 2022. This acquisition brought the two platforms together to serve more than 2,400 home contractors across North America. This merger is a key piece of information, as many user reviews mention the transition from JobProgress to Leap, which can provide important context for their feedback.
The platform is actually made up of two main products that are designed to work together. Leap CRM is the part of the software that manages the business’s back-end operations, such as keeping track of customers and jobs, managing teams, and handling project workflows. Leap SalesPro is a separate but connected product focused on helping the sales team close deals. SalesPro is what a sales representative would use in a customer’s home to create proposals, offer financing, and get contracts signed. This dual-product structure is a fundamental part of how the Leap platform operates, and it is a point of comparison when looking at competing software solutions.
II. Key Features of the Leap Platform: A Contractor’s Toolkit
The Leap platform offers a wide range of features aimed at helping a contractor’s business become more efficient. These tools can be thought of as a complete toolkit for managing jobs from start to finish.
Managing Your Customers and Jobs
Leap simplifies the process of handling customer relationships and project management. As soon as a lead comes in, the software helps organize and qualify it. It can automatically send an initial email to the customer and create internal tasks for the team, making sure no lead falls through the cracks. The platform also features fully customizable workflows, which means a business can set up the exact steps needed for each job type, matching how they already operate.
For improved communication, Leap provides dedicated online portals for both customers and subcontractors. These portals give everyone a single place to access the information they need without getting bogged down in unnecessary details. Customers can view their work schedules, proposals, photos, and billing information, while subcontractors can access relevant documents and job details.
Winning More Deals with Modern Tools
Leap is a strong tool for sales teams. It allows for the quick creation of accurate, professional digital estimates and proposals. The system can automatically include taxes, commissions, and other costs, which takes the guesswork out of pricing. A key advantage of the platform is its powerful integrations with industry-specific partners. For instance, it connects with measurement services like EagleView and material suppliers like Beacon, QXO, and SRS. These connections provide accurate, up-to-date pricing and measurements, helping to create more precise estimates and streamline the material ordering process.
With digital contracts and e-signature features, sales teams can get deals signed and approved on the spot. Additionally, the platform allows contractors to offer financing options to customers through partners like GreenSky, which can help close more deals.
Keeping Projects and Teams Organized
Effective project management is crucial for a contracting business, and Leap provides tools to manage both the work and the people doing it. It offers staff and subcontractor management features, helping to keep everyone on the same page. The software’s calendars and scheduling tools allow businesses to schedule sales meetings and project work with all the relevant information attached, such as the homeowner’s address and project details.
One of the most praised features of the platform is its mobile app, which allows teams to access and manage all aspects of a job from anywhere. This allows for a completely paperless process, which can greatly improve efficiency in the field and the office.
Getting Paid Quickly and Easily
The platform includes a feature called LeapPay, which is a payment processing system built directly into the software. This tool makes it easier to send invoices and get paid faster. Contractors can send modern, branded invoices to customers via email, text, or through the customer portal. LeapPay accepts various payment types, including credit cards, debit cards, and ACH transfers.
Making Sense of Your Business Data
Leap CRM includes a reporting feature that is designed to give business owners a clearer picture of their operations. The platform offers a range of reports to help with lead tracking, financial reporting, and production efficiency. For example, the financial reporting feature provides a profit/loss analysis, which shows how much money is being spent versus how much is being kept on each job. Other available reports include user activity, job schedules, appointments, and payments received.
While marketing materials describe the reporting as “Best-in-Class,” user feedback suggests some limitations. Some users have noted that the reporting sections could be improved and would like more transparency on how the data is used to create the reports. Others have found that the reports lack the specific details and metrics that are most important to home improvement businesses, such as metrics related to sales per lead. This means that while the platform has reporting capabilities, the depth of that information may not meet the expectations of all business owners who need very specific data to make decisions.
III. The Customer’s Experience: What People Are Really Saying
While a company’s features list is important, real user feedback provides a truer picture of a product. Reviews of Leap show a mix of strong praise and clear criticism.
The Good: Why Contractors Love Leap
Many users praise Leap for its user-friendly design, particularly the mobile app. Contractors and their crews find it simple to use, which is a major benefit for teams working in the field. The platform’s ability to create custom workflows is also a big plus, as it allows businesses to tailor the software to their specific processes, rather than forcing them to adapt to the software’s way of doing things.
Another widely appreciated feature is the seamless integration with other tools. By connecting with apps like QuickBooks, CompanyCam, and Angi Leads, Leap helps businesses centralize their work and eliminate the need to switch between multiple software providers. Users also state that the platform saves a significant amount of time by speeding up the creation of estimates and proposals, which helps them close deals faster and more professionally.
The Bad: The Challenges Users Face
The most common criticism of Leap is a decline in the quality of customer service, which some reviews directly link to the company’s acquisition of JobProgress. Some users have reported that customer support has “gone downhill” and that the company is less communicative about new features than it once was. Others have found the technical support to be slow or unhelpful. This shift in feedback suggests that the merger of the two companies may have created a temporary or ongoing disruption in service for some customers.
Additionally, some users have pointed out that while the software is easy to use on the front end, setting up certain features on the back end can be frustrating and requires a learning curve. Technical issues, such as slow loading times and bugs after updates, have also been reported.
IV. The Cost of Doing Business: Leap’s Pricing Plans
Pricing for Leap is offered through different plans that cater to businesses of different sizes. There is some conflicting information online regarding pricing from third-party websites, but the official company website provides a clear breakdown of the plans. The official pricing structure for Leap’s two products, CRM and SalesPro, is outlined below.
Leap CRM Plan Breakdown
Leap CRM is offered in two main plans: Essential and Team. The Essential plan is designed for single-person businesses or “solopreneurs.” The Team plan is for growing businesses with multiple employees.
| Feature | Essential | Team |
| Included Users | 1 | 1 |
| Cost | $79 per month | $298 per month |
| Additional Users | Not available | $99 per user, per month |
| One-Time Onboarding Fee | N/A | $500 |
| Customer Support | Phone / Chat | |
| Digital Estimates & Proposals | Yes | Yes |
| Lead & Customer Management | Yes | Yes |
| LeapPay | Yes | Yes |
| Production Management | No | Yes |
| Invoicing | No | Yes |
| Reporting | No | Yes |
| Third-Party Integrations | No | Yes |
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Note: The official Leap website specifies that all plans are one-year contracts billed on a monthly basis.
Leap SalesPro Plan Breakdown
Leap SalesPro, the product for sales teams, is a separate offering with its own pricing. The plans include Premium and Enterprise. The main differences between these plans involve the number of included users, active offices, and payment and signature limits.
V. How Leap Stacks Up Against the Competition
Understanding how Leap compares to its rivals is crucial for a business owner making a decision. Leap’s structure as two separate but connected products (CRM and SalesPro) is a key point of difference from other platforms.
Leap vs. an All-in-One Solution (e.g., Builder Prime)
Some competitors, like Builder Prime, market themselves as a single, “all-in-one” solution that combines all business functions into one platform. The benefit of this structure is that it can prevent the need to manually transfer data between different applications, which can be time-consuming and lead to errors.
In contrast, because Leap operates with two separate products, some users report a lack of seamless data sharing, which can make things feel less integrated. This structural difference is an important factor for a business owner to consider when choosing a platform.
Leap vs. Other Contractor Software (e.g., Jobber, FieldPulse)
When compared to other popular contractor software like Jobber and FieldPulse, user reviews show some important differences. Some reviewers find that both Jobber and FieldPulse are easier to set up and administer than Leap. Additionally, some reviewers state that these competitors offer better customer support. However, it is also noted that FieldPulse can be more expensive than Leap. This suggests that Leap’s strengths may lie in its specific, deep integrations with industry partners, while some competitors may offer a smoother experience in terms of initial setup and ongoing support.
| Feature | Leap CRM | All-in-One (e.g., Builder Prime) | Generalist (e.g., Jobber) |
| Product Structure | 2 separate products (CRM + SalesPro) | Single integrated platform | Single platform |
| Ease of Administration | Can be complex to set up | Designed for simplicity | Easier to administer (per reviews) |
| Support Quality | Mixed reviews; some report decline after acquisition | Not specified in source material | Better support (per reviews) |
| Key Integrations | Deep, industry-specific (Beacon, EagleView, QXO) | Comprehensive (including marketing) | Broad, general business |
| Reporting | Has reporting, but some find it lacks depth | Comprehensive, includes key business metrics | Not specified in source material |
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VI. Final Recommendations: Is Leap the Right Fit for You?
The decision to choose a new software platform is a major one for any business. Based on the analysis, here is a summary of Leap’s strengths and weaknesses to help a contractor make an informed decision.
Summary of Strengths
Leap is an excellent choice for businesses looking to move from paper-based processes to a digital, efficient system. Its highly praised mobile app and customizable workflows are major benefits for field crews and business owners who want to streamline their daily operations. The platform is at its best when a business can take full advantage of its deep integrations with material suppliers and measurement partners, which can provide a significant advantage in creating accurate estimates and managing projects.
Summary of Weaknesses
Leap may not be the best fit for every business. The dual-product structure could be a drawback for business owners who prefer a single, unified “all-in-one” platform that seamlessly handles every function without needing to switch between applications. Based on user feedback, it may also be a less ideal choice for a business that prioritizes responsive and personal customer support above all else, especially in light of the reported decline in service following the acquisition.
Final Verdict and Recommendation
Leap CRM is a powerful and specialized tool built to handle the unique demands of the home improvement industry. It is recommended for small-to-mid-sized contractors who are ready to make a serious investment in a digital platform and who can benefit from its specific industry-focused features. While there may be a learning curve and some reported issues with customer service, the platform’s ability to simplify processes, centralize operations, and deeply integrate with key industry partners makes it a valuable asset for many contractors aiming to professionalize and grow their business. The best way for a business to determine if Leap is the right fit is to take advantage of its free trial to test the features and workflows that are most important to their specific needs.
