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Leap

Score8.9 out of 10

8 Reviews and Ratings

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What is Leap?

Founded in 2016, Leap is subscription-based software for home service contractors that automates steps in the sales process from estimating, proposals, and contracts to financing, payment capture, and e-signatures. Integrating with the user's home improvement software, Leap aims to eliminate redundancies and errors that slow down the sales process.

Categories & Use Cases

Key Features

Learn about the best (and worst!) features Leap has to offer, as determined by TrustRadius' reviewers.
Based on 8 ratings of Leap's features
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Top Performing Features

  • Proposal content library updates

    Users can update saved proposal language and standard proposal content.

    Category average: 8.5

  • Searchable proposal database

    Proposals are organized in a central repository; users can easily locate proposals within the database.

    Category average: 7.8

  • RFP management & response

    Proposals can be created based on RFPs received.

    Category average: 8.5

Areas for Improvement

  • Proposal templates

    Allows users to utilize proposal templates for standard proposal layouts, with variable fields.

    Category average: 7.8

  • Guided proposal creation

    A proposal authoring wizard, question flow, recommendations, or other elements guide salespeople in authoring proposals based on the particulars of the deal.

    Category average: 7.5

  • Proposal branding

    Allows users to create branding rules and/or scan proposals for brand compliance.

    Category average: 8.5

Reviews

What users are saying about Leap.
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Thumbs Up for Leap!

Incentivized
Verified User
Professional in Finance and Accounting (1-10 employees employees)

Use Cases and Deployment Scope

Leap is used to store prospective client proposals which they can view and accept. It is also used for invoicing and payment record keeping. And it keeps track of communication and project progress with clients.

Pros

  • Providing proposal viewing
  • Allowing clients to accept proposal terms electronically
  • Tracking project progress and payment status

Cons

  • Synching with QuickBooks Online
  • Payment integration with QBO

Return on Investment

  • Multiple staff can access system in office and in the field
  • Can measure project profitability
  • Track follow up with prospective and current clients

Usability

Alternatives Considered

QuickBooks Online Advanced

Other Software Used

QuickBooks Online Advanced

Simplifying our Every Day

Incentivized
Paul ShowalterView profile
CFO (Chief Financial Officer) in Finance and Accounting at Showalter Roofing Services, Inc. (11-50 employees employees)

Use Cases and Deployment Scope

Our sales & operations teams were using 3 different kinds of software: proposals/estimates/presentation, sales CRM, and operations scheduling/tracking/etc.

We were able to reduce that to one by implementing Leap (formerly JobProgress). Also, because the mobile platform is so robust, we were also able to go paperless. It also integrates with other vendors we were using simplifying our processes.

Pros

  • Customizable
  • Integrations
  • Cost
  • Implementation
  • Automation

Cons

  • Reporting
  • Deadlines on updates
  • Lists populate differently (e.g., alphabetical vs. order they were created)

Return on Investment

  • Reduced cost - moved from 3 software providers to 1
  • Gave field technicians greater capabilities and moved to paperless processes
  • Automation and simplification of processes

Other Software Used

QuickBooks Desktop Enterprise, Estimating Edge