Leap Pros and Cons

We've been using JobProgress/Leap for about 5 years and love the customizable workflow, Quickbooks Desktop integration and Google Drive integrations. This makes tracking our job flow, estimating and accounting seamless for each division in our business. The email automations make communication with our clients easy, and internal messaging/tasks help our team see everything we need to know about a particular job/project. Review collected by and hosted on G2.com.

Customer service has slightly gone downhill since the transition to Leap. We also wish there was an easier work order process so our crews could go paperless and still seamlessly provide us the information we need on the back end from them. There also isn't much communication regarding new features or any personal service like an account rep checking in with us to see how we're using the software and training us on how we could use it better. Review collected by and hosted on G2.com.

After using both AccuLynx and JobNimbus for a combined 7 years, Leap has definietly shown what the previous systems were lacking. Leap is extremely user friendly and helps minimize the work load. Our company was able to get rid of certain 3rd party apps while also able to integrate some of the other apps we use so everything we do is done in one central location, Leap. I am primarily a desktop user but we cannot speak highly enough of the mobile app. Our guys in the field could not be happier after making the transition to Leap and how user friendly the app is in the field. The age of our sales team ranges from 22 - 64 and all of them are able to execute dailys tasks such as ordering measurments, uploading files, scheduling and moving milestones much more efficiently than our previous systems. The milestones are fully customizable which allows us to be more organzied and to keep track of high priority jobs and/or repairs making sure nothing falls through the cracks. We originally signed up with Leap when it was still JobProgress and since the inception, Leap has done an outstanding job with updates and making the system better than it already was. You will not regret the decision to make Leap your go to CRM. Review collected by and hosted on G2.com.

I wouldn't say dislike, but the only thing I think Leap needs more focus on is the easement of uploading your own documents to create into forms. It still can be done, it just takes a little extra time and energy to make it the right way you want to but I believe that within due time, Leap will continue to work on this feature and make it more user friendly just like they have done with everything else available in the system. Review collected by and hosted on G2.com.

I like having our items accesible in the same app for our salesmen to look at while in home, and I like that we can assign pictuers to those products to give the customer a better idea of what they are going to get. Review collected by and hosted on G2.com.

Setting up some features can be frustating or not make sense right away. It can take some learning to get good with the backend of the tool and if you don't set it up right it will be useless for your salesmen. Review collected by and hosted on G2.com.

I find the communication to be seamless in Leap. If you need to assign a task to someone on the team, it's extreamly easy and quick to do. Once the user completes the task, you get notified. Email history by each project also comes in hand. The workflow can be customized to fit each business's needs and that's a huge plus. Leap customer service and support teams are always quick to respond and usually fix any issue within just a few hours to days. Review collected by and hosted on G2.com.

There's really not much to dislike about leap. I would say the reporting sections could improve and the mobile application layout. I would ask that Leap was more transparent on what information was being used to generate reports. Review collected by and hosted on G2.com.

The presentation sent out to my customers has never been more Professional, Saves time, has all my tools in one place and integrates with other programs we use. I use Leap on daily basis and I do believe this was the best investment with an amazing support team that are always there when you need them. Review collected by and hosted on G2.com.

If you dont have internet hmm it will not work but that's maybe 1% of areas i go to. Review collected by and hosted on G2.com.

Leap is incredible, our entire team stays in communication, organized, and on track with this CRM.

It really allows us to take care of our customers from the very beginning all the way through to the end.

Our favorite part of Leap is the Workflow and the App for the employees in the field. Review collected by and hosted on G2.com.

I'd say the only downside it that everything is on one workflow, which makes different departments tricky when moving on the workflow and assigning tasks.

Some are not releveant and it's just a little inconvienent, nothing major... but would be nice if Tasks could be assigned to not on stages but departments as well. Review collected by and hosted on G2.com.

I like that Leap makes it very simple for me to provide precise quotes for any product that we sell (windows/doors/roofs) and how easily organized it is. I can also modify each item individually such as adding frosting to a bathroom window, or switch from one brand of window to another. It allows me to save different configurations, for instance I'll make one quote for our Premium option and one quote for our Economically priced option, and switch between them during the pricing stage. It is a one-stop shop for us because once the customer is ready, Leap allows me to make the contract and have them sign instantly. We can also attach warranties and brochures to the emailed contract. Review collected by and hosted on G2.com.

Sometimes I have issues with WiFi connectivity even when I use my phone as a hotspot, Leap will hop off the connection randomly after a good while so I reconnect it. I make sure to save things every few minutes just in case this happens.

For Change Order documents, I don't like how the sales rep doesn't receive an emailed copy of the customers' docusign. It only goes to the owners of our company and other approved administrators, so I personally have no copy of that document, which means I have no idea if the customer completed it, and I have no record of it.

I don't like how I have to edit each individual window one by one to see the price difference between different options. For example, if the customer wants a quote for Low-e windows vs without the Low-e, I have to go to each window/door and toggle Low-e and save it, then go back and retoggle Low-e and save it. This can be time-consuming when there are 30 items on the order. There should be an option "select all" and then I can apply the Low-e upcharge. Review collected by and hosted on G2.com.

I like that Leap is user-friendly. When they have updates we are notified pretty quickly that we need to restart the app. The customer service department is very helpful when we have any issues at all. We use Leap every day and it is a huge entity in our company. Review collected by and hosted on G2.com.

The only downside I have about Leap is sometimes when updates are done it slows up the app and takes longer to load certain screens. Usually, it is fixed pretty quickly. Review collected by and hosted on G2.com.

It dislike the process, the fact that they promised a do it for you or with you service and failed to delivered, and the lack of support. Review collected by and hosted on G2.com.

Service is clunky, it does not allow companies to track data properly, it has a dated UI, and it is very expensive compared to much better products. Review collected by and hosted on G2.com.

Probably the ease of use. I can find everything i need quickly and can implement everything i need to build a quote within minutes. So far i am loving Leap! I use it everyday traveling all over the state. Its with me everyday and has been a major part of my business. Review collected by and hosted on G2.com.

I really haven't found any downsides with Leap for what I use it for. No issues here! Review collected by and hosted on G2.com.