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Simplifying our Every Day
October 30, 2023

Simplifying our Every Day

Paul Showalter | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Other

Overall Satisfaction with Leap

Our sales & operations teams were using 3 different kinds of software: proposals/estimates/presentation, sales CRM, and operations scheduling/tracking/etc.

We were able to reduce that to one by implementing Leap (formerly JobProgress). Also, because the mobile platform is so robust, we were also able to go paperless. It also integrates with other vendors we were using simplifying our processes.
  • Customizable
  • Integrations
  • Cost
  • Implementation
  • Automation
  • Reporting
  • Deadlines on updates
  • Lists populate differently (e.g., alphabetical vs. order they were created)
  • Reduced cost - moved from 3 software providers to 1
  • Gave field technicians greater capabilities and moved to paperless processes
  • Automation and simplification of processes
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.

Do you think Leap delivers good value for the price?

Yes

Are you happy with Leap's feature set?

Yes

Did Leap live up to sales and marketing promises?

Yes

Did implementation of Leap go as expected?

Yes

Would you buy Leap again?

Yes

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.

Leap Feature Ratings

Proposal Creation & Organization
9.2
Proposal branding
9
Proposal templates
9
Proposal content library updates
10
Guided proposal creation
8
Searchable proposal database
10
Proposal Collaboration & Workflow
10.0
RFP management & response
10
Proposal collaboration & approval
10
User permissions/proposal editing controls
10
Sales proposal workflow
10
Proposal automation user interface
10
Proposal Delivery
9.7
Proposal distribution
10
Interactive proposals
9
Proposal content tracking
10

Using Leap

29 - Salespeople, Logistics, Project Managers, Project Coordinators, Field Technicians, Accounting
2 - It takes a lot of work to set up because of all the features that are customizable, but it is worth it - once it's done, it makes everything easier.