Beanstalk Roofing & Restorations Contractor CRM vs. Leap

Leap (formerly JobProgress) helped us automate and simply our processes. We chose it over competitors because we were able to customize it to the different service offerings we provided - other platforms seem to be designed for one type of service or another making them problematic. We were able to reduce the number of software providers we use and integrate others that we were using separately. It is designed well to track [potential] jobs, but it does not work well for tracking business development opportunities.

Incentivized

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

Incentivized

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

Incentivized

Had to reach out to support several times because interface is not intuitive and help files are sparse

Incentivized

We evaluated close to ten other platforms including Dataforma, Job Nimbus, AccuLynx, Propeller, FCS, etc., but chose Leap (formerly JobProgress) because of the flexibility it offered - customize our service offerings and how jobs flow through our process, automation through the process, integration with other vendors, and ease of use for the office and field.

Incentivized

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

Incentivized