Leap

Pros

Easily the best and most customizable CRM for the industry our today. Their app is second to none and the desktop platform makes following jobs a breeze! Plus, grabbing an e-signature right on the contract on the app is cake. No extra app to use

Cons

There really are none, if something arose the team at JP jumped to correct or add it right away.

Alternatives Considered

Reasons for Choosing Leap

Switched From

Reasons for Switching to Leap

Pros

Lots of features to utilize. Our Team has not even implemented all of them. The data that can be retrieved and utilized is amazing! It has really changed the way we look at our business.

Cons

Upfront data entry takes a bit longer than previous CRM's. Lots of fields to enter but that also leads to stronger data collection so you have to take the good with the bad

Alternatives Considered

Reasons for Choosing Leap

Switched From

Reasons for Switching to Leap

Pros

Nothing was liked about the whole system.

Cons

The program made every stage of our business take twice as long. Some steps had to be done twice.

Pros

The workflow feature is amazing - keeping communication streamlined is an ease.

Cons

The search engine is to be desired and the forms formatting really should be updated for formatting and design- I understand you have this set up in sales pro but we don't have a use for sales pro but would like better looking documents to stay competitive. Also, the fact that we did purchase this crm for the QuickBooks sync option but are unable to use it due to the fact that we are a parent company with another company - 2 states 2 companies

Pros

The UI and UX are some of the greatest parts about the applications. The mobile applications are really great when in the field and needing quick support. The programs have been designed to really support the contractor/customer.

Cons

The only thing I would like to see with LeapCRM is just the addition of a call center platform with a calling queue, other than that I think it is a great product.

Pros

The Reps which basically help me stop looking for other services

Cons

Minimal automation on CRM/ it’s impossible for a business to spend the time setting this up and keep it going (SalesPro and maintain it with out a leapexpert always there ) this makes the customer stick .

Alternatives Considered

Reasons for Choosing Leap

Switched From

Reasons for Switching to Leap

Pros

The ease of navigating throughout the app.

Cons

Lack of support, unable to provide the services claimed.

Pros

Easy to upload documents, payments, etc. Calanders and tasks are extremely helpful.

Cons

The progress board I sometimes have a hard time with when looking at total revenue numbers for the year. I don't feel it is entirely accurate which makes it hard to collect sales totals and track our goals.

Pros

Customization options, user friendly dashboard, amazing service from support team ([sensitive content hidden] are fantastic!)

Cons

It's not as reliable as I need, missing some features that seem obvious and necessary, app is buggy

Alternatives Considered

Reasons for Switching to Leap

Pros

It controls the sales process, training, and profit margins

Cons

The app constantly needs to be updated or you receive errors. Additionally, I would like more controls in place on what reps can and cannot do.

Pros

The ability to customize the workflow %100 to your needs. Using Job Progress automates your workflow when you set it up correctly. Every time you have a question or need help it is very easy to contact JobProgress and get ahold of someone who is always great help. I would highly recommend this software to any contractor out there!

Cons

There is really not much to not like! I enjoy every bit of this software.

Pros

Flexibility to improvements and suggestions. Constant upgrades and new features. Robust reporting and data gathering.

Cons

Some growing pains along the way but not much to currently complain about.

Pros

It can be designed specifically for my needs.

Cons

Can be difficult to navigate, and not always user friendly.

Pros

Having pricing, proposals and contracts in one place is super helpful.

Cons

The back end / setup / changes can be really difficult to navigate without help.

Pros

The sales rep and trainer were nice. They did their best

Cons

Everything cost more money above your supscriptionSlower than 90's internet BAD customer service

Alternatives Considered

Reasons for Choosing Leap

Reasons for Switching to Leap

Pros

Loved the free trial, great software to manage small and large businesses, lots of features like job and workflow management

Cons

It is very pricey for start-up companies.

Pros

At this time, nothing. There is very little that I can trust when using the system.

Cons

The calendar says it has a 2 way sync with Google but its been broken for as long as I have used the system (over a year), the reporting functions within the system are very poor and half the time when you set filters for the reports (the same filters) you get different information, the activity feed does not capture everything that happens on a job/ with a customer and its leave the user questioning how certain things on a file were done/ by whom. There are several other items but these are just a few.

Pros

I'm new to the industry, less than 6 months ago. I was introduced to JP my first day on the job and I have loved using the software. I love that it has the templates available so that you don't have to re-write the same email over and over again when you onboard a new customer. Moving customers through the stages is very helpful from a sales perspective.

Cons

Sometimes, I find the document management a bit clunky, especially on mobile. I find myself having to spend extra time searching for how to access documents for a customer on mobile whereas I don't have to do that on the desktop version. I also want to be able to set an appointment directly from a customer's profile with that customer, but you have to go to the calendar feature first and then add the meeting that way. It would be way more functional to have the ability to schedule directly while in the customer screen.

Pros

This CRM Program was an excellent choice for customizing the interaction with QuickBooks. Invoices synced to QuickBooks directly from sales management and proposals kept everything up to date at all times. The ability for sales staff to review P&L information on their jobs, limited the exposure to our Quickbooks accounting information.

Cons

During the day Job Progress becomes slow to react to input and refreshing often sometimes helps. During the first 90 days, oversight had to be managed to make sure the synch between Job Progress and QuickBooks was active. Once both programs learned the terminology used and the terminology that had to be changed, we have had no problems.

Pros

Uploading Documents. The Program is fairly easy. Again it is slow on the overall. I do not really have anything likable on the overall.
Everybody in the Company Complains about it. The tasks that I do are not that difficult. If I was in Estimating I would get rid of it. But I do not have the Authority too do that.

Cons

I use it everyday. In the Morning early I whip thru my Files. Seems too respond faster in the early hours. The rest of the day it is slow.
Really a Problem when I am uploading a New Project and I need speed in Front of a New Client. Photo Upload speed terrible. We now have it Linked with Company Cam. That helps but should not have too

Pros

We like that it is fast, easy, convenient and accurate. We like that our customers can view and approve right from their computer or mobile device and we love how they are always making improvements to better the software. The customer service is phenomenal.

Cons

I do wish the scheduling was displayed in some type of list form, instead of monthly or weekly. But it's still very manageable.

Pros

One of the best tools to keep track of all our projects, JobProgress is a great project management tool that enables your team to access all the data they need to complete their tasks perfectly.
JobProgress helps to keep all project related items such as graphics, images, pricing tables and messages in one place, which are collected by all members of the project team at all stages of the project, and which JobProgress helps to filter as required.

Cons

Everything is very good, and all the processes that are done through it are working fine, especially the searches made by JobProgress give very accurate results.

Pros

Job Progress has been great. The way I used to run my company was with custom made spreadsheets designed specifically for my business and my trade, and when I say custom my spreadsheets were the most in depth sheets I have ever even seen so changing was hard. I am amazed at how much Job Progress already included things that I was using, tracking with my other system, things that no one thought of but they did... My main reason for switching was the ease of use, its so easy for my guys (who arent as tech savvy as I am) to use, it keeps track of all the data easily, the app is wonderful for in the field, but the best thing about Job Progress is that things that I bring up that I request or recommend does not get swept under the rug, they go right to the development team and make it happen! the customer service is absolutely great , they are there for you all the time. I would recommend this to any business out there, if a pain in the neck like me loves it, anyone will...

Cons

The only thing I wish was that I could customize things a bit more for ex: inside material I would like to be able to edit the tags, When adding a customer or a job I would like to edit the tags (because some of them i never ever use and there is other information I would like there). Also the Profit & Loss needs some work, its probably great for companies that never used it before, but I had a very custom way separated hours of labor and material etc, but [SENSITIVE CONTENT HIDDEN] and I are working on that to customize it a little bit more.

Pros

Work Flow automation allowing for quick maneverability with time stamps of Jobs from one stage to the next

Cons

We cannot have a universal workflow change that applies to all existing jobs. When we want to add a new category to a job it only works for new jobs that are created.

Additionally, as of the recent update whenever I switch accounts (I write estimates for multiple contractors who use the software), I am unable to type into the ID and password boxes. I have to refresh the page before it will let me type in those boxes. Not a big deal but is a little frustrating

Pros

#1 reason is my training guy. He was extremely knowledgeable, answered every ridiculous question, patience of a saint. He let me text him questions at anytime to get an immediate answer so it wouldn't hold up the job. As for the software, amazing. We are a small, family owned business who did things the dinosaur way: paper and pencil. It took alot to get the owner to convert. The program is user friendly, company adapable, can be used on mobile, IPad, and desktop, and best of all, keeps us all in contact with one another and the client.

Cons

There were a couple of glitches that came up, but you were always able to take care of it promptly. The most difficult for me was switching between desktop in the daytime to mobile in the evening. But practice makes perfect. I've got it now!