A deep CRM purpose-built for siding and home improvement sales teams that close deals in the living room, at a price that demands clear justification.
Leap is a CRM built around a specific job: helping siding and home improvement sales reps close deals in the customer’s living room. Digital proposals with configurable pricing tiers, e-signatures captured on a tablet, and financing offers presented before the sales rep leaves the driveway. That focus is Leap’s real strength and also its main limitation.
The platform started as JobProgress in 2016, rebranded to Leap in 2025, and now serves over 140 employees supporting roofing, siding, window, and remodeling contractors. It holds a 4.3 out of 5 rating on Capterra from roughly 500 reviews, and it has been named to the Inc. 5000 list. But the real question for a contractor evaluating Leap is whether its in-home sales power justifies one-year contracts and a pricing structure that can escalate faster than expected.
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Right for: Siding companies and home improvement contractors where the sales rep’s speed from estimate to signed contract is the main bottleneck. Teams that need digital proposals, financing integrations, and e-signatures in the home. Sales organizations that have a formal in-home presentation process and multiple reps who need consistent pricing and proposal tools.
Not for: Contractors whose primary workflow is insurance restoration, supplier ordering volume, or structured production control. Small crews or solo operators who just need basic CRM and scheduling without a year-long commitment. Companies that want AI-driven estimating or route optimization features.
The standout capability is the speed from walking through the door to leaving with a signed contract. Digital proposals with good-better-best pricing tiers let sales reps present options, adjust material and labor line items, and capture e-signatures on the spot. Contractors using Leap report that the in-home presentation quality and financing integration close deals that previously required follow-up calls. Kingdom Roofing reported a 100 percent increase in closed deals after adopting the platform, according to Leap’s published case studies.
Leap includes integrated financing through 12 or more lenders, letting contractors present payment options during the sales visit. For siding and exterior projects that can run $10,000 to $30,000 or more, being able to offer monthly payment terms in the home can increase both close rates and average job size. This is one of Leap’s clearest advantages over general-purpose CRMs that treat financing as an afterthought.
Leap offers direct integrations with ABC Supply, Beacon, SRS Distribution, and QXO for live material pricing. Contractors can view current pricing, calculate estimates with accurate material costs, and place orders without leaving the platform. This is a genuine time saver for siding companies where material pricing fluctuates and manual price lookups add friction between estimate and order.
The mobile app on iOS and Android is built for field use, with offline sync so sales reps can view customer data, create estimates, and capture signatures without internet access. Users consistently rate the mobile app favorably, with one Capterra reviewer describing it as performing as if you were at a desktop computer. The Direct Appointment Access from notifications lets reps jump straight into the relevant job screen.
Every Leap plan requires a one-year contract paid monthly. There is no month-to-month option. For a growing sales team that wants to test the platform for a quarter before committing, that is a meaningful barrier. Competitors like JobNimbus offer month-to-month pricing with no annual commitment, which makes Leap harder to recommend for teams that value flexibility.
The in-home sales presentation capabilities that make Leap distinctive are concentrated in the SalesPro product, which starts at $750 per month for 6 users. The CRM Essential plan at $79/mo covers lead management, scheduling, and basic reporting, but the advanced in-home estimating, discount controls, and financing presentation tools live in SalesPro. Contractors evaluating Leap should price the exact combination they need, not assume the CRM plan includes full sales presentation capabilities.
Team pricing starts at $298/mo for the first user, with each additional user costing $99/mo. A team of five sales reps on the Team plan would pay $298 + $99 x 4 = $694/mo before SalesPro costs. For companies with larger sales teams, the total investment grows fast enough to compare against all-in-one alternatives that include both CRM and sales tools at a flat rate.
Leap includes customizable job stages, scheduling tools, and subcontractor portals, but it is not built around production control the way AccuLynx or Buildertrend are. Insurance restoration workflows, supplier ordering volume, structured production boards, and document-heavy job file management are not Leap’s focus. If the business runs on insurance claims and supplier orders rather than in-home sales, the production gaps will surface quickly.
| Plan | Price | Users | Key Features |
|---|---|---|---|
| Essential | $79/mo | 1 user | Lead management, scheduling, 5 e-signatures/mo, limited digital proposals, 35+ integrations, 14-day free trial |
| Team | $298/mo + $99/user | 1 + additional users | All Essential features, unlimited e-signatures, unlimited digital proposals, Leap Pay, advanced reporting, workflow automations, phone/chat support |
| SalesPro Premium | $750/mo | 6 users | In-home sales app, discount controls, remote signatures, 20 payment captures/mo, in-app financing, dedicated account management |
| Enterprise | Custom quote | Unlimited | Unlimited active offices, unlimited payment capture, unlimited remote signatures, master discount controls, advanced estimating |
All plans are one-year contracts paid monthly. Essential includes a self-serve 14-day free trial. Team and SalesPro require a scheduled demo. No integrations carry additional Leap fees, but third-party service costs for EagleView or Zapier paid plans are separate.
| Team Size | Recommended Plan | Monthly Cost | Annual Cost |
|---|---|---|---|
| 1 sales rep | Essential | $79 | $948 |
| 2 sales reps | Team (1 + 1 addl) | $397 | $4,764 |
| 3 sales reps | Team (1 + 2 addl) | $496 | $5,952 |
| 5 sales reps + SalesPro | Team (1 + 4 addl) + SalesPro | $1,444 | $17,328 |
The solo rep on Essential gets good value at under $1,000 per year. The math shifts significantly for teams, where per-user costs and SalesPro pricing create a much higher total investment.
Leap holds a 4.3 out of 5 rating on Capterra from roughly 500 reviews, which places it solidly in the positive range for contractor CRM software. The most consistently praised areas are ease of use, mobile app quality, and customer support during onboarding. Users describe the interface as clean and intuitive, particularly compared to heavier platforms that require more training before users feel productive.
On the critical side, the most common complaints center on pricing and contract terms. The one-year commitment and per-user add-on structure show up consistently in reviews from growing teams. Some users also report occasional freezes or UI glitches after software updates, though these complaints are not widespread. A smaller number of reviews note that the progress board can make revenue numbers harder to read at a glance.
The support experience gets positive marks. Leap provides dedicated onboarding reps, monthly admin webinars, and ongoing success management. For a CRM that requires configuration of pricing libraries, workflow stages, and supplier integrations, that level of support matters during the first 30 to 60 days.
The proposal builder lets sales reps create estimates with configurable good-better-best pricing tiers, material and labor line items, and financing options. The pricing library supports bulk updates, so a material price change from a supplier flows through all active proposals. E-signatures are captured within the proposal, and signed documents are stored in the job file automatically. The main limitation is depth: the proposal tools are optimized for sales presentation speed, not for complex construction estimates with detailed takeoffs, multiple subcontractor trades, or AI-assisted quantity calculations.
The supplier integrations with ABC Supply, Beacon, SRS Distribution, and QXO are native connections, not Zapier middle-steps. Contractors can view real-time material prices, add them to estimates, and submit orders directly. For siding companies where material pricing changes weekly and manual price lookups waste sales time, this is a genuine productivity gain. The limitation is coverage: if a contractor’s primary supplier is not one of the four integrated partners, the live-pricing benefit does not apply.
Leap Pay (available on Team and above) lets contractors process payments within the platform, including same-day deposit options. Combined with the financing integrations, the sales rep can present total cost, financing terms, and payment options in a single session. The payment capture limits on lower plans (20 captures per month on SalesPro, unlimited on Enterprise) are worth noting for high-volume teams.
The Q1 2026 update added time-based workflow triggers that automatically move jobs through stages when appointments are scheduled or invoices are due. Bulk price updates let administrators change material or labor pricing across all active proposals at once. These additions address friction points that grew as Leap’s customer base scaled beyond small sales teams.
| Category | Integration | Type |
|---|---|---|
| Supplier pricing | ABC Supply, Beacon, SRS Distribution, QXO | Native live-pricing |
| Measurements | EagleView | Native (order reports, import measurements) |
| Accounting | QuickBooks, Xero | Zapier (create invoices, sync customers) |
| Marketing | HubSpot, Mailchimp, Facebook Lead Ads | Zapier |
| Productivity | Microsoft 365, Google Workspace, Slack | Zapier |
| API | REST API, Marketplace apps | Custom development |
The supplier pricing integrations are Leap’s strongest integration story. The lack of a native QuickBooks connector is a gap for contractors who rely on direct sync for job costing and financial reporting.
This is the most common comparison for siding contractors. AccuLynx wins on insurance restoration workflow, supplier ordering depth (ABC Supply, SRS, QXO direct), and structured production control. Leap wins on in-home sales speed, digital proposals, and financing integrations. A simple test: does the company make more money from the sales rep’s close rate or from the production office’s material order velocity?
JobNimbus offers month-to-month pricing starting at $225/mo for two users, with no annual contract requirement. It has a stronger mobile app for field crews and flexible Kanban boards for workflow management. It lacks Leap’s in-home presentation polish, supplier live-pricing, and integrated financing. For a growing team that wants CRM flexibility without a one-year commitment, JobNimbus is the safer first test.
Buildertrend is built for general contractors and remodelers with full construction project management needs. It has stronger client portals, change order workflows, and scheduling depth than Leap. It does not have Leap’s in-home sales presentation focus, supplier live-pricing, or financing integrations. Buildertrend starts at $449/mo and requires a demo to get pricing.
Leap is the strongest CRM option for siding and home improvement companies where the sales rep’s in-home presentation is the revenue driver. The digital proposal tools, financing integrations, and supplier live-pricing create a genuine advantage for teams that close deals in the living room.
The tradeoffs are real and should be priced honestly before signing. One-year contracts lock in the investment. Per-user costs escalate. SalesPro is a separate product with starting pricing at $750/mo. Contractors should price the exact combination of CRM seats and SalesPro access they need, compare it against alternatives with month-to-month options, and go into the commitment with clear expectations about total annual cost.
CSH’s call: Start with Leap if in-home sales speed, digital proposals, and financing integrations are the main reasons the company needs CRM software. Start with AccuLynx or JobNimbus if production workflow, insurance restoration, or month-to-month flexibility matter more.
If the business is built around in-home sales presentations, digital proposals, and financing integrations, Leap is one of the strongest CRM options available. The Essential plan at $79/mo gives a single sales rep the core tools. The value holds up as long as the sales team’s close rate and average job size justify the annual commitment.
Leap offers three published plans. Essential is $79/mo for a single user with a 14-day free trial. Team starts at $298/mo for the first user and $99/mo per additional user. Premium SalesPro starts at $750/mo for 6 users. Enterprise is custom quote. All plans require one-year contracts paid monthly.
The one-year contract requirement is the most common concern. Per-user add-on costs at $99/mo per additional user add up quickly for growing teams. SalesPro is a separate product with its own pricing, so the total investment can be higher than expected.
Yes. Leap CRM Essential includes a 14-day free trial that does not require a sales call. Team and SalesPro require a scheduled demo to evaluate.
Leap and AccuLynx serve different workflows. Leap wins for in-home sales speed, digital proposals, and financing integrations. AccuLynx wins for insurance restoration, supplier ordering, and structured production control.
No. Leap serves roofing, siding, windows and doors, remodeling, kitchen and bath, and general home improvement contractors.
Leap integrates with QuickBooks and Xero through Zapier. There is no native direct QuickBooks connector listed on the Leap site.
Yes. Leap integrates with 12 or more lenders for in-app financing. Sales reps can present financing offers during the sales presentation, which can increase close rates and average job size.
Leap includes customizable job stages, scheduling, and subcontractor portals. However, it is built around sales-first operations, not production control. For insurance restoration or heavy production workflow, AccuLynx or Buildertrend are stronger fits.
Yes, but the math needs attention. Team starts at $298/mo for the first user with $99/mo per additional user. Two sales reps would cost $397/mo. That is higher than lighter CRM alternatives, but the in-home sales tools and financing may justify the premium if close rates improve.
Best when supplier ordering and production workflow justify the premium.
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