Leap

Pros: Once it’s setup you can train a monkey to use it. The system allows for ease of use for sales. Great record keeping.

Cons: Setup takes forever and can be a challenge. Hard to setup multiple product after initial onboarding they want to charge you for time.

Pros: What I liked most about Leap was how easy it is to create contracts and proposals efficiently. The platform is user-friendly and helps streamline the sales process.

Cons: What I liked least about Leap is that form updates do not automatically carry over between offices, especially for post-sale documents and related workflows.

Pros: Leap makes a lot of things easier to control from both an administrative perspective and a sales perspective. When I need to change something, I can just change it. I don't need to tell each rep they need to do something differently. The ease in which an estimate turns into a contract is very efficient for the reps as well.

Cons: I wish I had a bit more roof for customizations in the estimate (though it's not terrible), but also the documents. I can't use an existing pdf and have things autofill from the estimate. I wish that could happen. Supposedly it was in the works, but it hasn't happened yet. It would just be nice to easily make a prettier contract.

Pros: The best part about Leap is having pricing right at my fingertips-it makes putting together estimates quick, easy and a lot more accurate.

Cons: The biggest frustration is bouncing between phases to add items. It may come down to how we have things set up internally, but it definitely slows things down a little.

Pros: Simplicity of the contract creation. Once you understand the tools, it’s easy breezy to follow along.

Cons: Software update updates sometimes can slow you down some other backend work and dealing with the bugs on the user end

Pros: Easy to build estimate, easy to make money. Easy to get signatures. Life is better with sales pro than paper

Cons: It freezes, sometimes uploads disappear, 2 make a second contract you have to change name or first 1 will disappear

Pros: I have a window replacement company and a gutter company in Texas and I have been using Leap for eight years. I’ve been very happy and satisfied with the ease of the operation and the questions are always answered properly.

Cons: I’ve had no problems at all, any issues at all have been taken care of very quick I would refer this company and product to anyone.

Pros: Seamless integration with CRM software. Ability to provide quote same-day, in-house. Excellent support.

Cons: Back end is a little clunky. Can’t make minor changes without completely rewriting contract. Sometimes the contract doesn’t go through.

Pros: It’s easy to put proposals together really fast and it looks very professional. I like how you can upload all the photos so there’s no question. What’s being given on a contract?

Cons: I really wish that Leap would get together and fix when you send a proposal with all your pictures and then somebody wants to turn it into a contract. You should just be able to click a button to turn it into a contract and not have to re-out all your numbers at all your pictures. I’ve asked for this in the past once we had a meeting with you guys and she said she would work on it, but nothing ever came of it. That would be huge for all of Us. My system glitches out and takes everything to zero and then I had to refresh it to get my dollars back so that’s something else that needs to be fixed. Happens quite a bit.

Pros: Easy to use app and you can easily link so many different features to it making contracts , spec sheets and financing easy including AI note taking apps to improve sales pitches

Cons: Nothing not to like. The only thing I can truly say is it logs you out after a certain amount of time but that’s for protection

Pros: It has made our quoting in home so much more efficient. No more going to your truck for 30 minutes and using a calculator.

Cons: There is a long setup to get your price guide correct, but after it is set it is easy to increase/ decrease your pricing. Adding in new lines can be cumbersome

Pros: Something that is great about SalesPro is when there is an issue, they respond to it quickly minimizing downtime.

Cons: I don't really dislike anything about Leap. It has been a good experience for the most part. If there is anything i would have to say that it is making sure all the tags and notes are done so they show up properly on the contract.

Pros: Leap has great performance and speed. Which is super important working in the administrative field. We're always looking for the best tools for bugs and issues and this has been great!

Cons: I have no complaints. I needed something explained to me because I wasn't understanding, that's about it. And their customer service team was amazing and super helpful.

Pros: We LOVED Leap! Ease of use, customer support, cost in comparison, were all top notch. Would absolutely recommend.

Cons: There were no cons when it came to implementing and using Leap. From implementation to active use, this was a great experience.

Pros: Control of my salespeople and what they can sell in the home. I can also control the visual brand of my company

Cons: Initial setup was lacking. Bounced between implementation specialists. Once I was self sufficient it got better

Pros: The security features are great to keep everything in one place and organized. It is fast and works well.

Cons: Sometimes I think Leap runs slow but that’s not very often. I really like this software overall and will use it.

Pros: I didn't like leap at all. The platform seemed like it had issues every other week. The web browser version was also extremely slow.

Cons: The platform is very slow. Going from picture to picture took forever. Uploaded photos to the platform was also extremely slow.

Pros: Leap is truly a great tool. Every step and reminder to get you seamlessly through any project, big or small. In a world where we are so busy its nice to have this program to keep the pace and monitor job status.

Cons: The only con I have is getting the team on board to switch hahaha Working with people who do things old school is its own learning curve.

Pros: NOTHING. Poor platform and even worse customer service. Everything promised/SOLD in the beginning was not followed through.

Cons: Customer service and cancelling process. Paid an additional 4 months due to "contract obligation" and they STILL charged an additional month even after putting in writing. Disputing with my credit card; however, the entire process was a complete waste of money. STAY AWAY - MUCH BETTER PLATFORMS OUT THERE!

Pros: There was very little that I liked about Leap. I guess the workflow manager was a nice feature. Everything else was not good at all.

Cons: Most everything. The customer service team was by far the WORST customer service I have ever dealt with. The CRM is extremely hard to use and trying to make a document fillable on there takes a masters degree in coding. The most difficult and non user friendly CRM I have ever had to us. I would not go back to Leap even if they paid me. AND we had an issue with a staff member and we were told we would not have to work with him but they had him join a zoom meeting under a different name as if we would not recognize his face. They are LIARS. We had very little training to start and took forever to get things up and going

Pros: With my role as the general office manager who mainly works in the marketing and customer service department, I use Leap CRM on a daily basis to track leads, set up appointments, capture client records/notes and keep track of analytics. By combining sales pro and leap crm, we are able to create estimates for clients, keep track of all client info (securely!), make note of sales in order to aid employee paychecks, process payments, and so much more!

Cons: Have had issues with certain features such as the wrong customer being attached to an appointment, jobs being randomly deleted or replaced, and integrations between SalesPro and LEAP CRM.

Pros: The functionality of the software is incredibly deep, yet navigating and using it is super easy

Cons: There are sometimes errors with syncing to QBO but I can’t say if it’s a Leap issue or QBO issue.