Leap

It's easy to track each new lead and to follow up when needed. I love that every email, invoice, etc. are easily linked to the job, and easy to make changes/adjustments. I like the way the jobs "flow" and that we can have changes made to fit our company's needs.

Sometimes it seems too slow. I have to wait for a page to finish processing before I move to the next thing I need to do. It could be our internet, but it's consistently slow on this software, not everything I'm doing...

It was easy to initially integrate, but the program capability is a mile wide and an inch deep. You don't have to scratch too far to hit bottom in any area. The onboarding training was good in a broad sense, but as I get deeper into it, I am really struggling to get answers. I committed to give it 6 months, but it is likely that I will cancel.

I am a full service GC, and need to track and manage a large base of subs, and this program is struggling to provide the basics that I need. You can either get financials of a job or financials of a sub-job, but you can not combine the two. I need to know overall, and be able to drill down.

Many of the features with the integration with QB and financials is not intuitive, and not even logical.

Also, unless your sub subscribes to their online portal, the subcontractor is handled like a stepchild. I want to be able to fully manage and communicate with my sub, and not force them to buy something or manage an online access account. My subs are good at their trades, not necessarily the most technically astute. If this was something that was universal, and most subs used, that would be great, but that is not what we are talking about here.

We love the work flow stages and the customized automation you can do when moving a job from stage to stage. Also, the custom proposals are really cool, I don’t know of another crm that has this feature.

There are several items you are able to customize and categorize by company division. However, you are not able to on certain items, for example , the proposal viewer, the customer sees the customized proposal but the tabs on the left are one size fit all. I would love to be able to choose a custom proposal viewer to send with the proposal depending on if it is an interior, exterior, etc.