Leap

What Leap is

Leap replaces the paper sales packet for in-home selling: a guided presentation on a tablet, measurement and product selection, live pricing with financing options, and a signed contract before the rep leaves the house. Removing the overnight gap between presentation and signature is where the close-rate gain comes from.

What it does well

• Guided tablet presentation with live pricing
• Contract and financing signed on the spot
• Consistent process across sales reps
• Integrates with major contractor CRMs

Integrates with

JobNimbus · AccuLynx · Hover · Financing providers

Integration lists change often and "integrates" can mean anything from a real two-way sync to a one-way push through Zapier. Ask the vendor which fields move, in which direction, and how often.

Before you commit

• If your reps will not update it in the truck, it is a reporting tool, not a CRM. Test it one-handed.
• Automated follow-up is the highest-ROI feature in this category. Check sequences can mix text, email, and call tasks.
• For recording tools, get written consent handling right — several states require all-party consent.
• Good-better-best presentation beats a single price nearly every time. Make sure options are easy to build.
• Check it reports close rate by rep and by lead source, or you cannot manage either.

How to judge it in a trial

Run one real job through it end to end — not the demo data. Quote it, schedule it, do it, invoice it, take the payment. Then ask the only question that matters on day 400: did the people who have to use this every day find it faster than what they do now? Friction you notice in week one compounds forever, and tool-hopping costs more than any feature gap.